[Remote] Mortgage Fulfillment Officer

Note: The job is a remote job and is open to candidates in USA. Neo Financial is a rapidly scaling fintech company on a mission to build a more rewarding financial future for Canadians. The Mortgage Fulfillment Officer will streamline the mortgage approval process by reviewing documentation, communicating with brokers, and ensuring adherence to guidelines to maintain efficiency and mitigate fraud risks.

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

Skills

• 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

Benefits

• Equity — empowering employees to share directly in our momentum today and in the meaningful value we create for years to come
• Equity Ownership (Where Eligible): At Neo, you don’t just work here, you own a piece of what we’re building. As a full-time team member, you share directly in the upside of one of Canada’s fastest-growing companies. When we win, you win — with real ownership and meaningful long-term wealth-building potential tied to our success.
• Ownership structure that enables you to share in our path to victory
• Earn BIG with our short term incentive plans (STIP)
• 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

Company Overview