Mortgage Fulfillment Officer

Mortgage Fulfillment Officer – Neo Financial

Join Neo, a rapidly scaling fintech, to build a more rewarding financial future for all Canadians. This fast‑paced, high‑pressure role is ideal for self‑starters who thrive on challenge.

Reporting to the Senior Manager, Mortgage Fulfillment, you will streamline the mortgage approval process for Canadians by ensuring accurate and efficient review of mortgage documentation and proactive communication with brokers. Your work maintains underwriting efficiency and safeguards against fraud.

• Follow up with mortgage brokers for outstanding documents, ensuring each document is reviewed, complete and accurate.
• Conduct verbal verification of employment, exercising due diligence.
• Manage the Documents Management System and ensure documents are handled within the established SLA.
• Satisfy conditions to bring files to broker completion.
• Liaise with and manage communication from third‑party service providers.
• Keep informed of Neo mortgage products, interest rates, lending guidelines and other pertinent information.
• Complete ad‑hoc requests as needed.

• Minimum 1‑2 years of mortgage fulfillment experience in the Canadian mortgage industry.
• A self‑starter with a positive attitude who leads by example.
• Experienced with Google Suite.
• Strong verbal and written communication skills.
• Proven ability to foster and maintain strong business relationships.
• Organized, process‑oriented, with strong problem‑solving skills.
• Ability to work under high pressure and multi‑task in a fast‑paced, deadline‑driven environment.
• Ability to work independently and as part of a team.
• Project Manager mindset: take ownership of assigned tasks.
• Analytical: break down complex information for clients.
• Resourceful: find answers even when none are available.
• Proactive: never idle and thrive on being busy.
• Ability to comprehend and assess documentation related to mortgage down payment and borrower income confirmation.
• Aware of fraud risk and capable of addressing suspected misrepresentation.
• Detailed knowledge of mortgage funding and quality assurance processes.
• Positive attitude: help preserve a great culture.
• Relevant post‑secondary degree and/or mortgage professional experience.

Neo values growth‑oriented, resourceful individuals who drive results and enjoy the journey. We collaborate in person across Calgary, Winnipeg, and Toronto, and all team members earn meaningful equity through stock options. We hold ourselves accountable for delivering on commitments to customers, partners, and each other.

We believe in equal opportunity and are committed to creating an inclusive climate where everyone can thrive. Successful candidates will be required to undergo a security screening, including a criminal record and credit check. If you remain interested, please continue with your application for the Mortgage Fulfillment Officer role in Richmond Hill, Ontario.

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Entry level

Full‑time

Finance and Sales