Mortgage Fulfillment Specialist - Remote

The HR Pro • Kelowna, BC

12d • Remote

About The Position

This confidential search is being managed by The HR Pro on behalf of one of Canada’s fastest-growing mortgage brokerages. Our client operates as a modern, cloud-based brokerage with a fully remote team across Canada, supporting a high-performance and entrepreneurial culture built around innovation, collaboration, and growth. They are currently seeking a highly organized, detail-oriented, and proactive Mortgage Fulfillment Specialist to join their growing operations team. This role works closely with the centralized underwriting team, taking approved mortgage files and managing them through to completion and funding. The successful candidate will thrive in a fast-paced environment, enjoy keeping deals moving efficiently, and take pride in delivering a smooth client experience from approval to closing. This is a critical operational role within the brokerage and is ideal for someone who enjoys working behind the scenes to ensure files are accurate, conditions are met, timelines stay on track, and communication flows smoothly between all parties involved. This is a fully remote position offering the opportunity to join a fast-growing national mortgage brokerage with strong systems, collaborative leadership, and a high-volume deal environment. The successful candidate will support brokers and the centralized underwriting team by managing files from approval through to funding, ensuring all documentation, conditions, and third-party requirements are completed accurately and on time. This role requires someone who is highly organized, process-driven, and comfortable managing multiple active files simultaneously. Strong follow-up skills, attention to detail, and the ability to communicate professionally with clients, lenders, brokers, lawyers, and third-party partners are essential. The ideal candidate is someone who enjoys structure, problem-solving, and creating a seamless experience throughout the mortgage process.

Requirements

• Previous experience in mortgage fulfillment, mortgage administration, underwriting support, or mortgage operations
• Strong understanding of the mortgage process from approval to funding
• Experience reviewing mortgage documentation including income and down payment verification
• Excellent organizational and time management skills
• Strong attention to detail and accuracy
• Ability to manage multiple files and competing priorities simultaneously
• Excellent verbal and written communication skills
• Comfortable working independently in a remote environment
• Highly proactive with strong follow-up and problem-solving abilities
• Tech-savvy and adaptable to new systems and platforms

Nice To Haves

• Experience with mortgage brokerage systems such as Filogix, Velocity, Scarlett, FINMO, or similar platforms is considered an asset
• Previous experience working in a high-volume mortgage brokerage environment is strongly preferred

Responsibilities

• Manage mortgage files from underwriting approval through to funding
• Review and organize client documentation including income verification, bank statements, tax documents, and down payment verification
• Order appraisals and coordinate required third-party documentation
• Communicate with clients, lenders, brokers, lawyers, and internal teams to keep files progressing smoothly
• Monitor conditions, deadlines, and outstanding requirements to ensure timely closings
• Maintain accurate and up-to-date client records and documentation
• Support brokers and underwriters with file coordination and follow-up
• Ensure a high level of client service and professionalism throughout the process
• Assist with administrative workflows and operational efficiencies within the fulfillment process
• Operate effectively within a fully remote and fast-paced environment

Benefits

• Competitive compensation based on experience
• Full benefits coverage
• Health Spending Account (HSA)
• Gain share program
• Paid vacation
• Stock options
• Fully remote / work-from-anywhere in Canada environment
• Opportunity to join one of Canada’s fastest-growing mortgage brokerages with strong long-term growth potential

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed