Mortgage Specialist

  • Location: Toronto, Ontario
  • Type: Permanent
  • Job #1307

We are currently working with a number of the Greater Toronto Area’s Alternative Lenders in the Mortgage space. We are anticipating a high demand for experienced Mortgage Analysts and/or Specialists to join on temporary and permanent assignments. Below are some of the responsibilities and qualifications needed:

Position Responsibilities

  • Review mortgage files and ensure client documentation meets all Company lending policies and guidelines and is accurate and complete
  • Manage, compile, review and organize mortgage documentation on a timely basis in a high volume and service-oriented environment
  • Instruct files to solicitors
  • Conduct daily follow-up with brokers to ensure all required documentation has been submitted
  • Escalate unusual transactions to manager
  • Communicate effectively with all internal and external contacts
  • Seek opportunities to expand network by obtaining referrals from existing relationships
  • Guide customers throughout mortgage application and processing activities
  • Resolve or escalate issues to meet customer expectations and ensures funds are advanced in a timely manner
  • Identify client needs for products and refers to appropriate partners
  • Provide advice and guidance to assigned business/group on implementation of solutions
  • Document updates in the internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues
  • Verify mortgage approvals for compliance with regulatory requirements
  • Ad hoc tasks as required
  • 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
  • FSRA, Mortgage Professionals of Canada (MPC), CMBA, or equivalent certifications
  • In-depth understanding of the mortgage lending process and applicable regulatory requirements
  • Strong knowledge of the broader real estate industry and mortgage market
  • MS Office Suite – proficient
  • Experience with Portfolio+, Filogix, Interlink or Argus
  • Excellent verbal & written communication skills
  • Collaboration & team skills
  • Analytical and problem solving skills
  • Influence skills
  • Proactive/takes initiative/self-starter
  • Time management, highly organized