23 Oct
|
The HR Pro
|
Ottawa
Full time | Contractor | Edmonton Area - Remote Help the team breathe. We're looking for a Mortgage Fulfillment Specialist & Administrator to join our busy mortgage team and help manage files throughout the mortgage journey, ensuring each file moves smoothly from initial application through to funding. You'll help keep files moving by collecting documents, tracking conditions, updating systems, assisting with compliance requirements, and keeping communication flowing between the mortgage team, lenders, lawyers, and other partners.
Previous mortgage fulfillment experience is an asset, but we're willing to train the right person. Assist with managing mortgage files from conditional approval through to funding, ensuring conditions, documentation, and deadlines are tracked and addressed. Prepare and send signing packages and help ensure required documents are completed and returned.
Assist with managing live offers, including updating property details and application information in Finmo. Use AI tools to assist with property data entry, carefully reviewing information for accuracy. Update and tag files in Blu and move files through the appropriate stages.
Help complete and track FINTRAC/KYC requirements, ensuring required client forms and documentation are properly completed and recorded. Administrative & Team Support Support strategy calls and other administrative tasks. Help keep internal systems, labels, and workflows organized and up to date.
Provide general administrative support to the mortgage team wherever an extra set of organized hands is needed.
Assisting with social media posts and updates. Adding relevant Facebook connections to the company's business network.
Assisting with short-form social media video updates. Supporting recurring initiatives such as the Mortgage Minute and other partner communications. In other words, you don't need to be a social media influencer, but being comfortable with basic digital communication is definitely helpful.
Tech-savvy and comfortable learning new systems and software, with an interest in helping teammates where possible. A positive team player who is willing to jump in and help when needed. Comfortable with a role that combines mortgage administration with broader business and marketing tasks.
Familiar with, or willing to learn, systems such as Finmo, BluMortgage, Loom, Ownwell, and Microsoft Suite. Willing to participate in team social events and build positive working relationships. If a document, condition, or response is outstanding, you help keep things moving.
You aren't afraid to pick up the phone, send an email, ask questions, or let the team know when something needs attention. Mortgage files require accuracy and attention to detail. You don't need to know everything on day one, but you should be comfortable learning new systems, accepting feedback, and building your skills over time.
If you're organized, resourceful, communicative, comfortable working in a busy office environment, and someone who enjoys getting things done, we'd love to hear from you. #
📌 Junior Mortgage Fulfillment Specialist & Administrator (Ottawa)
🏢 The HR Pro
📍 Ottawa