Mortgage Fulfillment Specialist
Core
Manage mortgage applications from underwriting approval through to final funding, coordinating documentation and conditions to ensure timely closing.
Role type
Mortgage Fulfillment Specialist
Builds
Mortgage loan files for end consumers
Domain
Financial Services / Mortgage Lending
Deliverable
client delivery
Required skills
Mortgage lifecycle knowledge, documentation review and validation, third-party coordination, stakeholder communication, deadline monitoring, records management, administrative coordination, client service, operational efficiency, digital systems proficiency
Preferred skills
High-volume brokerage experience, mortgage brokerage software (Filogix, Velocity, Scarlett, FINMO)
Responsibilities
Manage mortgage files from approval to funding, review and validate client documentation, coordinate appraisals and external providers, communicate with brokers/lenders/lawyers/clients, track conditions and deadlines, maintain accurate client records, support underwriting teams, deliver client service, improve operational workflows
Seniority
Mid-level, hands-on IC