Mortgage Underwriter & Client Success Specialist (Licensed)

The HR Pro•Kelowna, BC

2d•Remote

About The Position

Our client is a growing and highly respected mortgage professional based in British Columbia, focused on delivering thoughtful financing solutions and an exceptional client experience across a wide range of lending scenarios. With a strong foundation in residential lending and growing exposure to alternative, commercial, and development financing opportunities, the business continues to expand and is seeking a Mortgage Underwriter & Client Success Specialist to become a trusted extension of the team. This is not a sales role. Instead, this opportunity is ideal for an experienced mortgage professional who enjoys the operational side of the business - underwriting, fulfillment, client communication, lender coordination, problem solving, and relationship management. The successful candidate will play a key role in supporting clients from application through funding while helping deliver a seamless, professional, and highly personalized client experience. This is a fully remote independent contractor position. While we welcome applications from across Canada, preference will be given to candidates located in British Columbia due to the highly collaborative nature of the role. Candidates outside British Columbia must be comfortable working primarily within Pacific Time business hours. As the Mortgage Underwriter & Client Success Specialist, you will take ownership of mortgage files following the initial client consultation and support them through underwriting, submission, fulfillment, lender communication, and funding. You will also act as a key point of contact for clients throughout the process, ensuring files move efficiently while maintaining a high level of communication, responsiveness, and care. In addition to supporting active mortgage files, you will help maintain client relationships, support CRM activities, and contribute to the ongoing growth and organization of the business.

Requirements

Minimum 3 years of mortgage underwriting, fulfillment, broker support, or mortgage operations experience
Active Mortgage Agent or Mortgage Broker license or ability to obtain one in BC
Experience working within the Canadian mortgage broker channel
Strong understanding of mortgage underwriting and lender guidelines
Experience with A, B, alternative, and private lending scenarios
Experience reviewing self-employed income and rental property financing
Strong attention to detail and commitment to accuracy
Excellent organizational and time management skills
Strong verbal and written communication skills
Ability to manage multiple files and competing priorities
Comfortable working independently in a fully remote environment
Proactive, resourceful, and solution-oriented mindset

Nice To Haves

Experience using Velocity or similar mortgage submission platforms
Experience with Zoho CRM or other client relationship management systems
Experience supporting client retention and referral initiatives
Exposure to commercial, construction, or development financing
Experience working within a fast-growing entrepreneurial business

Responsibilities

Review mortgage applications, credit reports, income documentation, and supporting materials
Assess file strength and identify potential concerns early in the process
Structure financing solutions based on lender guidelines and client objectives
Recommend appropriate lending solutions across A, B, alternative, private, and also commercial multi-family
Prepare complete, accurate, and submission-ready mortgage files
Analyze self-employed income, rental property financing, and more complex lending scenarios
Submit mortgage applications through lender and broker platforms
Manage lender communication, conditions, and follow-up requirements
Coordinate outstanding documentation with clients and third parties
Monitor timelines and proactively move files toward approval and funding
Troubleshoot challenges and identify solutions to keep transactions progressing smoothly
Ensure files meet compliance and documentation requirements
Serve as a key point of contact for clients throughout the mortgage process
Provide timely updates and maintain proactive communication
Deliver a positive and professional client experience from start to finish
Support client retention and ongoing relationship-building activities
Assist with post-funding follow-up and client care initiatives
Help create a client experience that encourages repeat business and referrals
Maintain accurate and organized electronic files
Support CRM management, workflow tracking, and client communication processes
Help improve systems, efficiencies, and client journey touchpoints
Coordinate document management using cloud-based platforms
Contribute to the overall organization and growth of the business