Reports to: Manager
Location: Remote
Role: Full-time, 37.5 hours per week, Monday to Friday
Type of Vacancy: New Role
Annual Salary: $40,000-$50,000
Role
The Mortgage Fulfillment Specialist is the engine behind every closed deal, making sure that once a mortgage is conditionally approved, nothing stands between our clients and the closing table. This role is built for someone who is tech-savvy, extremely organized, and moves at a quick pace, someone who loves checking boxes, chasing down documents, and getting files closing-ready with speed and precision.
Core Responsibilities
- Condition Fulfillment: Communicate with clients, brokers, solicitors, and lenders to satisfy every condition and confirm all documentation is received and accurate ahead of closing.
- Document Processing: Collect, review, and organize required documentation quickly and efficiently once a file is conditionally approved, keeping deals moving without delay.
- Post-Closing Follow-Up: Follow up with clients to ensure everything has gone smoothly after closing, and coordinate closing gifts and requests for Google reviews.
- Annual Reviews: Schedule annual reviews for clients and their mortgage agent/broker.
- Records & Reporting: Keep files, records, and reports accurate and up to date at all times.
- Issue Escalation: Flag issues to the mortgage agent on file or the Manager, but most importantly, be a problem solver first.
- Renewal Outreach: Use the database to proactively reach out to clients ahead of their mortgage renewal date.
- Process Improvement: Review current workflows and recommend changes that create efficiencies for the team.
- Other Duties: Special projects and other duties as assigned.
Requirements & Competencies
- Tech-Savvy: Well versed with Google Workspace tools, AI, and other tech platforms. We move quickly and are always adapting, looking for efficiencies wherever possible to make the process seamless for both our clients and our team.
- Extremely Organized: Process-oriented with sharp attention to detail and strong problem-solving skills.
- Personable & Coachable: A warm, natural communicator who builds trust with clients, brokers, and the team, and takes feedback well.
- Fast-Paced: Completes tasks quickly and efficiently, multitasks under pressure, and keeps files moving without sacrificing accuracy.
- Analytical: Strong math and analytical skills.
- Background: Educational background in financial services or mortgages is preferred but not required.
- Team Player: Able to work independently and as part of a team.
- Confidentiality & Integrity: Handles sensitive client and financial information with the utmost discretion and integrity at all times.
Benefits
- Paid Time Off: Recharge with paid time off.
- Remote Flexibility: This role is remote, with opportunities to come into the office for team events, holiday parties, and other get-togethers.
- Dog-Friendly: We are a dog-friendly team for whenever you're in the office.
- RRSP Matching: We invest in your future with RRSP matching.
- Health Care Spending Account: A myHSA to support your health and wellness needs.
- Strata Day: An extra day off, just because you're awesome.
- Schedule: 8-hour shifts, Monday to Friday.
Our H.E.A.R.T. Values
We live and breathe these five ideas every day:
- Honesty: Transparency in every action.
- Excellence: Exceeding expectations at every turn.
- Adaptability: Embracing change with an open mind.
- Respect: Driving everything with empathy and professionalism.
- Teamwork: Sharing our successes and our challenges.
Don't fit every single requirement? Apply anyway. We don't hire off keywords, we hire people who align with our values and are ready to move fast and get the job done.
Are you ready to join the Strata family? Apply today and send your resume to [email protected]
We thank all applicants; however, only those selected for an interview will be contacted. Upon completion of the recruitment process, all candidates interviewed will be notified if they are not selected for the role.
At Strata, we celebrate diversity and are committed to creating an inclusive environment for all employees.
The Strata Group of Companies has an accommodation process and provides accommodation for applicants with disabilities. If you require any accommodation because of a disability or a medical need, please contact us with your request.
Pay: $40,000.00-$50,000.00 per year
Work Location: Remote
