Collaborate with Equitable Bank’s closing service provider to provide necessary data and documentation for property purchases or mortgage refinances

Liaise with the Residential Credit Team to identify and resolve inconsistent information, assign tasks, monitor progress, and verify corrections

Review documentation from the lending portal

Update systems and portals with borrower data based on loan product and type

Prepare accurate insurance documents

Verify legal representatives meet integrity and compliance standards

Manage tasks and deadlines to meet Service Level Agreements

Address rush loans and reinstructions professionally

Complete and review reports for Quality Assurance compliance

Monitor the closing service provider’s portal to confirm fund disbursement

Set up pre-authorized payments and configure Lines of Credit on the servicing portal

Generate and distribute welcome letters

Verify property and mailing addresses and update borrower risk ratings

Process payments to business partners and brokers

Finalize mortgage loan setups using the Post-Funding Checklist

Resolve deficiencies and discrepancies with solicitors and the closing service provider

Review final solicitor reports for mortgage registration compliance

Update loan statuses and follow up on outstanding reports

Escalate unresolved cases to management

Draft and issue formal demand letters when required

Manage Agreement Amending Mortgages documentation, approvals, legal authorization, signatures, records, and document returns

Requirements

Currently enrolled in or recently completed a post-secondary program in Business, Communications, Information Technology, Data Analytics, or a related field

Excellent attention to detail





Established and meticulous time management and organizational skills

Knowledge of mortgages

Proven ability to thrive under pressure and perform well in a high volume, high intensity environment

Solid written and verbal communication skills with the ability to respond in a clear and professional manner

Demonstrated ability to use Microsoft Office

Logical thinker with ability to multi-task

Post-secondary education (diploma)

All candidates considered for hire must successfully complete a criminal background check and credit check

Core Competencies Demonstrates strong organizational and time management skills while managing mortgage documentation and compliance. Proficient in data management and communication, ensuring accuracy and adherence to service level agreements.

Highest-signal resume keywords

Knowledge Of Mortgages

Microsoft Office Proficiency

Attention To Detail

Time Management Skills

Strong Written And Verbal Communication

Hard Skills

Data Management

Documentation Review

Quality Assurance Compliance

Mortgage Loan Setup

Payment Processing

Risk Rating Updates

Task Monitoring

Legal Document Verification

Service Level Agreement Management

Pre-Authorized Payment Setup

Soft Skills

Organizational Skills

Ability To Thrive Under Pressure

Logical Thinking

Multi-Tasking

Certifications & Qualifications

Post-Secondary Education (Diploma)

Criminal Background Check

Credit Check

Industry Keywords

Mortgage Compliance

Property Purchases

Mortgage Refinances

Quality Assurance

Legal Authorization

Tools & Technologies

Lending Portal

Servicing Portal

Closing Service Provider Portal

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📌 Intern - Funding Support (Winnipeg)
🏢 Jobtailor
📍 Winnipeg