Mortgage Fulfillment & Client Success Coordinator - AB

Confidential Search Managed by The HR Pro

About the Opportunity

Our client is a highly successful mortgage professional based in Edmonton, Alberta, who has built an exceptional reputation through referrals, relationships, outstanding client service, and a genuine passion for helping people achieve their home ownership goals.

As the business continues to experience significant growth, they are seeking a Mortgage Fulfillment & Client Success Coordinator to become their right-hand person and play a critical role in supporting both the client experience and day-to-day operations of the business.

This is not a traditional mortgage administration position.

This role combines mortgage fulfillment, underwriting support, operations coordination, process improvement, client communication, and business administration. The successful candidate will help create structure, build systems, improve workflows, and ensure every client receives an exceptional experience from application through funding and beyond.

This opportunity is ideal for someone who enjoys the mortgage industry but prefers operations, organization, systems, and client service over networking, sales, and business development. Preference will be given to candidates in Alberta; however, we will consider strong candidates from other provinces.

The Role

Working directly with the business owner, you will take ownership of mortgage files once they have been submitted to the lender and conditionally approved.

You will become the central hub for communication between clients, lenders, lawyers, and referral partners while ensuring files move smoothly from commitment through funding and post-closing follow-up.

In addition to mortgage fulfillment responsibilities, you will play a key role in improving internal systems, documenting processes, maintaining databases, tracking business metrics, and supporting the overall growth of the organization.

This is a role for someone who genuinely loves checklists, organization, spreadsheets, processes, and making sure nothing falls through the cracks.

Key Responsibilities

Mortgage Fulfillment & Client Service

• Manage mortgage files from conditional approval through funding
  
• Communicate with clients regarding outstanding documentation and conditions
  
• Liaise with lenders, lawyers, appraisers, insurers, and realtors
  
• Upload documents to lender portals and maintain accurate file records
  
• Prepare approval packages and client communications
  
• Coordinate signing appointments and closing requirements
  
• Monitor files to ensure deadlines and conditions are met
  
• Audit completed files for accuracy and compliance
  

Operations & Administration

• Open and organize new client files
  
• Build applications and maintain information within mortgage systems
  
• Sort, save, and manage client documentation
  
• Maintain CRM records and client databases
  
• Track leads follow-up activities and renewal opportunities
  
• Prepare reports and spreadsheets tracking business activity
  
• Assist with year-end administrative and financial preparation
  
• Monitor expenses, revenue tracking, and business reporting
  
• Ensure payroll and contractor payments are accurate
  

Client Retention & Relationship Management

• Maintain ongoing communication with pre-approval clients
  
• Coordinate birthday, anniversary, and milestone communications
  
• Send thank-you cards and drop-off client appreciation items
  
• Coordinate referral partner gifts and acknowledgements
  
• Support client review and testimonial initiatives
  
• Manage post-closing follow-up communications
  

Systems & Process Improvement

• Help develop and implement SOPs, workflows, and operational processes
  
• Improve efficiency across the business
  
• Assist with technology implementation and system optimization
  
• Create documentation and training resources
  
• Identify opportunities for automation and process improvements
  

Marketing & Database Support

• Maintain client and referral databases
  
• Support lead follow-up initiatives
  
• Mine renewal opportunities within the database
  
• Repost and manage selected social media content
  
• Assist with presentation materials and marketing support as required
  

Who Will Thrive in This Role

You may be an excellent fit if you:

• Love organization, structure, and systems
  
• Enjoy improving processes and creating efficiencies
  
• Take pride in keeping everything on track
  
• Are naturally proactive and self-directed
  
• Enjoy helping people without being in a sales role
  
• Communicate professionally and confidently
  
• Stay calm under pressure
  
• Enjoy working closely with an entrepreneurial business owner
  
• Are comfortable speaking up and offering ideas when needed
  

Why This Opportunity Is Different

This is an opportunity to become an integral part of a growing business and work directly alongside a highly respected mortgage professional who genuinely values relationships, communication, personal growth, and work-life balance.

You won't be just another employee.

You'll become a trusted partner helping shape the future growth of the business while making a meaningful impact on clients' lives every day.

If you love mortgages, thrive on organization, and enjoy being the person who keeps everything running smoothly, we'd love to hear from you.

#hiringlp

Requirements

Required

• Minimum 2 years of mortgage industry experience and must be willing to be licensed in Alberta
  
• Experience in mortgage underwriting, fulfillment, administration, or brokerage operations
  
• Valid drivers licensed and reliable vehicle
  
• Exceptional written and verbal communication skills
  
• Strong organizational and time-management abilities
  
• High attention to detail and accuracy
  
• Ability to manage multiple files and priorities simultaneously
  
• Advanced computer proficiency and comfort with learning new systems
  
• Strong Microsoft Excel skills
  
• Ability to work independently with minimal supervision
  
• Professional, client-focused communication style
  

Preferred

• Experience using Expert
  
• Experience with CRM systems
  
• Experience working within a mortgage brokerage environment
  
• Previous fulfillment or operations experience
  
• Alberta/BC-based candidates (preferred but not required)
  

Benefits

Compensation & Benefits

• Compensation includes a base salary, funded-deal incentives, and bonus opportunities. The successful candidate's total earnings will vary based on business volume and performance. Current projections place total compensation in the $60,000–$75,000+ range, with additional upside as the business continues to grow.
  
• Full-time position (Monday to Friday)
  
• Hybrid position - work from home but flexibility to run errands (drop off client gifts etc.) in the Edmonton area.
  
• All equipment, software, training, and licensing support provided
  
• Long-term growth opportunity within a growing business
  

Based on current business volumes, total compensation is expected to exceed the base salary significantly through performance-based earnings.