Review mortgage documents accurately as a Fulfillment Officer with FirstOntario in Woodstock, Ontario, supporting compliance, timely processing, and exceptional customer service.
This hybrid, term role supports FirstOntario Credit Union’s mortgage fulfillment process for up to six months. You will verify income, down payments, closing costs, and documentation against regulatory, lender, and insurer requirements. The position requires mortgage documentation review experience, lending knowledge, and transparent communication.
Key Responsibilities: Review and validate mortgage documentation for completeness and accuracy
Verify income using personal and business financial documents
Confirm down payments and closing costs under AML guidelines
Prepare files for funding and monitor closing timelines
Respond professionally to brokers, Members, and internal departments
Requirements: One to three years in mortgage documentation review
Financial services or mortgage financing industry experience
Working knowledge of credit investigation and lending policies
Knowledge of mortgage insurance requirements
Business or economics degree, diploma, or equivalent experience
Bring mortgage documentation expertise, lending knowledge, and organized communication to support accurate FirstOntario mortgage closings.