Mortgage Fulfillment Specialist - HUB

Job Description

About the Opportunity

Our client, a well-established and high-performing mortgage brokerage, has engaged The HR Pro to hire a Mortgage Fulfillment Specialist to join their growing team.

While the client is confidential at this stage, they are known for their strong culture, collaborative environment, and high-volume deal flow. This role works closely with the Underwriting HUB, taking approved files and managing them through to completion.

This is a critical role in the process - ensuring deals move smoothly from approval to funding through strong organization, follow-up, and attention to detail.

What You’ll Be Doing

• Taking files from underwriting approval through to funding
  
• Reviewing client documents (paystubs, tax returns, bank statements, down payment verification)
  
• Ordering appraisals and coordinating required third-party items
  
• Following up with clients, lenders, brokers, and lawyers to keep deals on track
  
• Updating and maintaining accurate client files and documentation
  
• Supporting brokers and the underwriting team with file completion
  
• Assisting with general administrative and coordination tasks as needed
  

What This Role Looks Like

• This is a detail-heavy role where accuracy matters - small mistakes can impact deals
  
• You’ll be managing multiple files at different stages, requiring strong organization and follow-up
  
• You’ll be working with a variety of people (clients, brokers, lenders, lawyers) - professionalism and communication are key
  
• This is a fully in-office role in Toronto
  
• The pace can be busy - staying organized and proactive is important
  

Requirements

• Strong administrative and coordination experience, ideally in a financial services, mortgage, banking, or real estate environment
  
• High level of attention to detail - comfortable reviewing and verifying client documentation including income, assets, and down payment sources, to ensure files are complete and submission ready
  
• Strong organizational skills with the ability to manage multiple files at different stages simultaneously
  
• Ability to follow structured processes while also knowing when to escalate or ask questions
  
• Strong written and verbal communication skills (English required)
  
• Proficient with common tools such as Gmail, Word, spreadsheets, and CRM systems
  
• Customer-service oriented with a professional and responsive approach
  
• Experience in the mortgage or financial industry is an asset, but not required — full training will be provided.
  

Benefits

Why This Opportunity

• Join an award-winning mortgage brokerage with a strong industry reputation
  
• Be part of a structured team environment working alongside underwriting and broker teams
  
• Gain hands-on experience across the full mortgage process from approval to funding
  
• Exposure to a high volume of files and real-world deal flow
  
• Opportunity to build a long-term career in the mortgage industry
  
• Collaborative, team-first environment with ongoing learning
  

Requirements
Strong administrative and coordination experience, ideally in a financial services, mortgage, banking, or real estate environment High level of attention to detail - comfortable reviewing and verifying client documentation including income, assets, and down payment sources, to ensure files are complete and submission ready Strong organizational skills with the ability to manage multiple files at different stages simultaneously Ability to follow structured processes while also knowing when to escalate or ask questions Strong written and verbal communication skills (English required) Proficient with common tools such as Gmail, Word, spreadsheets, and CRM systems Customer-service oriented with a professional and responsive approach Experience in the mortgage or financial industry is an asset, but not required — full training will be provided.