Reporting to the Manager, Third Party Residential Underwriting, the Fulfillment Specialist supports the underwriting and credit decision process by reviewing all required documentation and applying sound due diligence. The Fulfillment Specialist is responsible for escalating any inaccuracies, issues, or items that are incomplete and potentially present risk to the Company.
Establishes and maintains positive relationships with mortgage brokers to build loyalty to the Company
Maintains positive relationships with external partners such as mortgage insurers, appraisers, title insurance companies, and solicitors
Interacts with mortgage brokers for the collection of all required documents to satisfy mortgage commitment conditions
Reviews and verifies accuracy of required documentation related to income, down payment and the property using sound due diligence and in compliance with internal and regulatory guidelines prior to signing off on any mortgage conditions or documents, where applicable
Escalates any documentation issues to the Underwriter for review and sign off
Documents clear and complete notes within the mortgage underwriting system
Responds to all inquiries within established turnaround times
The Requirements Needed:
Completed post-secondary education or equivalent work experience required
Previous experience within Financial Services sector preferred
Previous experience within Mortgage industry an asset
Completion of Mortgage Agent Course and/or FSRA License an asset
Working knowledge of PC software in a Windows environment required
In accordance with the Financial Services Regulatory Authority (FSRA), if a successful candidate is not already licensed, upon starting with First National, they will be registered for the applicable educational courses and upon successful completion of the exam, First National will register them with FSRA to complete the licensing process.
Why join First National?
Bright open concept office environment
Large kitchens with a coffee and latte maker to enjoy at no cost
Supportive teamwork focused environment
Collaborative entrepreneurial spirit
Opportunities to give back to the communities and work through events focused on a variety of charities
Ongoing social events throughout the year
Extensive training programs to set our employees up for success