Reporting to the Mortgage Agent Level II, the Fulfillment and Compliance Specialist will assist with the day-to-day mortgage operations. The successful candidate will have excellent verbal and written communication skills and will provide exceptional customer service when responding to inquiries and interacting with internal and external stakeholders; including real estate agents, financial institutions, clients, lawyers. The Fulfillment and Compliance Specialist will have the proven ability to foster and maintain relationships, and to work in a high paced environment while maintaining strict confidentiality. Excellent problem-solving skills and the ability to work efficiently while thinking creatively and being solutions oriented will be key for success in this position.

DUTIES

Develop and implement advanced business processes and tracking systems (electronic and hard copy) to increase efficiency and support the administrative requirements of the office

Data entry into the mortgage software system

Document collection as required with the ability to evaluate/analyze documentation, such as tax and income details

Receive, review, analyze and verify mortgage applications for completeness, accuracy, suitability and risk to ensure compliance

Verify all conditions are met or exception approvals received in place before sending request to Mortgage Agent for next steps

Respond to all inquiries within the established turnaround time maintaining highest level of customer excellence

Maintain strong and regular communications with borrowers, investors, solicitors, account managers, brokers, and other stakeholders

Adhere to a strict follow up schedule to ensure that the Mortgage Agent and stakeholders are up-to-date and informed

Maintain up-to-date records and reports





Carry out all communications with the highest quality service to foster and encourage relationships

Collaborate with lenders, real estate agents, mortgage clients, referral sources, internal mortgage agents/brokers and back-office support staff

Escalate any documentation issues to the Mortgage AgentMaintain accurate information and detailed notes on all applications

Adhere to applicable compliance obligations including Privacy, Anti-Money Laundering/Anti-Terrorist Financing and internal Anti-Fraud Policy requirements

Prepare and issue conditional mortgage commitments according to negotiated and approved terms, which outline all conditions that must be met to Home Trust’s satisfaction

ESSENTIAL QUALIFICATIONS:

Post-secondary education in accounting, finance, business administration, or a related field

2-4 years of recent and related experience providing administrative support is required; background in financial services or mortgages is highly preferred

Proficient in Microsoft Office 365 (Word, Excel, Outlook)

Excellent verbal and written communication skills

Ability to multi-task and deal effectively with competing priorities

Ability to work well under pressure and maintain confidentiality

Organized and process-oriented, with strong problem-solving skills

Proven ability to foster and maintain relationships

Attention to detail, high degree of accuracy and thoroughness

Able to prioritize and efficiently manage a high volume of work

High level of discretion when dealing with confidential matters

WHAT WE OFFER:

Competitive base salary plus commission

Work from home within the GTA after successful completion of probationary period

Chance to be a part of a fun and successful team

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📌 Fulfillment and Compliance Specialist (Ontario)
🏢 The Money Mint
📍 Ontario