Mortgage fulfillment and compliance specialists apply document analysis and customer service skills while supporting daily operations under a Mortgage Agent Level II.

This specialist assists with mortgage operations and communicates with clients, lenders, lawyers, brokers, and financial institutions. The work involves application review, compliance verification, relationship management, and detailed administrative support. Success requires discretion, accuracy, and solutions-oriented problem-solving.

Key Responsibilities:

- Review mortgage applications for completeness, accuracy, suitability, and risk
- Collect, evaluate, and analyze tax and income documentation
- Verify conditions and obtain exception approvals before next steps
- Maintain records, reports, application information, and detailed notes
- Prepare conditional mortgage commitments according to approved terms

Requirements:

- Post-secondary education in accounting, finance, business, or related fields
- Two to four years of recent administrative support experience
- Financial services or mortgage background highly preferred
- Proficiency in Microsoft Office 365, including Word, Excel, Outlook
- Strong communication, organization, confidentiality, and problem-solving skills

Apply mortgage application analysis, compliance knowledge, and exact communication to support accurate fulfillment and exceptional stakeholder service.

📌 Mortgage Fulfillment Compliance Specialist (Mississauga)
🏢 The Money Mint
📍 Mississauga