Mortgage Fulfillment Officer

About the role

Reporting to the Senior Manager, Mortgage Fulfillment, you will be crucial in streamlining the mortgage approval process for Canadians. Your core responsibilities include the accurate and efficient review of mortgage documentation to ensure strict adherence to Neo's guidelines and proactive communication with brokers to secure all outstanding items. This role is key to maintaining the efficiency of our underwriting team and serves as a vital safeguard for fraud mitigation.

Responsibilities

• Follow up with mortgage brokers for outstanding documents, ensuring each document is reviewed, complete and accurate
• Conduct verbal verification of employment, ensuring that all proper due diligence is exercised
• Manage the Documents Management System and ensure that documents are handled within the established SLA
• Satisfy conditions to bring files to broker complete
• Liaise with and manage communication from third party service providers
• Keep informed of Neo mortgage products/services, interest rates, lending guidelines and other pertinent information
• Complete ad hoc requests on an as needed basis
• Who we are looking for:
• Minimum 1-2 years of mortgage fulfillment experience in the Canadian mortgage industry
• A self-starter, with a positive attitude who can lead by example
• Experienced with Google Suite platform
• Strong verbal and written communication skills
• Proven ability to foster and maintain strong business relationships
• Organized and process-oriented, with strong problem-solving skills
• Ability to work under high pressure and multi-task in a fast-paced, deadline driven environment with a strong attention to detail.
• Able to work independently and as part of a team
• Project Manager: You take ownership of anything that is assigned to you
• Analytical: You can break down complex information for our clients
• Resourceful: You may not have all the answers, but you know how to get them
• Proactive: You are never idle and love being busy
• Ability to comprehend and assess documentation relating to mortgage down payment and borrower income confirmation
• Mindful awareness of fraud risk in the mortgage industry and the ability to address concerns relating to suspected misrepresentation when required
• Detailed knowledge of mortgage funding and quality assurance processes
• Positive attitude: We have a great culture and want to preserve it
• Relevant post-secondary degree and/or experience as a mortgage professional
• 🚀 Total Rewards
• Salary: We provide a strong base salary aligned with market ranges, along with the flexibility to tailor your mix of cash and equity to match your longer term goals. Final compensation is based on your skills, experience, and scope. For exceptional talent, we're prepared to go above and beyond.
• What does life as an Owner at Neo Include?
• 🇨🇦 You will redefine the financial landscape with top talent in Canada to help everyday Canadians win, and grow quickly while doing it
• 📈 For eligible roles, ownership structure that enables you to share in our path to victory
• 🏅Earn BIG with our short term incentive plans (STIP)
• 👥 Collaborating with the brightest minds to build something meaningful, united by a shared commitment to innovation, curiosity, and excellence
• ❤️🩹 Flexible health benefits & life insurance
• 🌴 21 Days PTO + stat holidays, and personal leave
• 💪 Health & personal spending accounts
• 🤑 A wide variety of discounts through our partner network
• 🏠 Access to early use of products and discounts on fixed-term Neo mortgages
• 👶 Parental top-up & equity vesting during long term leave
• 🎉 Neo night events
• 🧠 Company wide huddles, and education
• Working at Neo:

Benefits

Additional Information

Join us to build a more rewarding financial future for all Canadians At Neo, we're on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly scaling tech startup isn't for everyone. It's complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is one of the fastest-growing fintech companies in Canada. #1 on Deloitte's Technology Fast 50 for 2023, 2024, and 2025 - the first company ever to achieve a three-peat at the top! #1 Fastest Growing Company in Canada for 2024 by Globe & Mail Top-ranked mobile apps and credit cards Team of 500+ people 1M+ customers 10K+ retail partners

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