About The Position

Our client is a growing mortgage professional based in Barrie, Ontario, focused on delivering thoughtful, well-structured mortgage solutions and a high level of client care. As the business continues to grow, they are seeking a long-term addition to the team and hiring for a Mortgage Underwriter & Fulfillment Specialist to become a key part of the operation - supporting files from post-intake through to funding. This role is ideal for someone who prefers to focus on the back end of the business, rather than sales or business development. This is an excellent opportunity to work directly with an experienced agent on a diverse range of files, playing a meaningful role in delivering a high-quality client experience. It is well-suited to someone seeking a long-term position and the opportunity to become an integral part of the team. This is a high-ownership, end-to-end role where you will take over files after the initial client strategy call and manage them through underwriting, submission, and fulfillment. In addition to core underwriting responsibilities, this role will also support client communication, document coordination, and general administrative tasks as needed to ensure a smooth and efficient process.

Requirements

  • 3+ years of mortgage underwriting and fulfillment experience within the broker channel
  • Hands-on experience submitting deals to multiple lenders (A, B, and alternative)
  • Strong understanding of self-employed income review, rental property financing and credit-challenged and alternative lending scenarios.
  • Experience using mortgage submission platforms. Velocity experience would be an asset
  • Strong knowledge of lender guidelines and deal structuring fundamentals
  • Close attention to detail with a focus on accuracy and completeness
  • Strong communication skills, both written and verbal
  • Ability to manage multiple files and prioritize effectively in a fast-paced environment
  • Comfortable working independently in a remote setting
  • Proactive, solution-oriented mindset with a strong sense of ownership

Nice To Haves

  • Experience in client journey CRM’s is an asset

Responsibilities

  • Underwriting & Deal Structuring
  • Submission & Fulfillment
  • Document Collection & File Management
  • Client Care & Administrative Support

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

1-10 employees

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