Bilingual Mortgage Operations Specialist – Fulfilment Officer

🔥 38 minutes ago

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Haventree Bank

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1990

🏦 Banking

💸 Finance

Banking • Finance

Haventree Bank is a Canadian Schedule 1 bank that specializes in mortgage lending and deposit products, offering Guaranteed Investment Certificates (GICs) and alternative mortgage solutions. It operates primarily through licensed mortgage brokers and business partners, focusing on borrowers with non-traditional income, self-employed customers, or those with bruised credit by taking a holistic, empathetic underwriting approach. Haventree emphasizes broker partnerships, customer care, and regulatory compliance as a federally regulated bank and member of the Canada Deposit Insurance Corporation (CDIC).

📋 Description

• Reporting to the Manager Mortgage Operations, the Mortgage Operations Specialist is responsible for supporting Originations by providing customer service for processing documents. • Ensuring accurate data input, collaborating with internal/external stakeholders and prioritizing efficiencies. • Communicates effectively both verbally and written to internal and external stakeholders when documents are incomplete, or additional information is required. • Maintains and utilizes salesforce dashboards to track and manage deals in pipeline. • Reviews and approves supporting documents according to HTB’s risk appetite and policies.

🎯 Requirements

• A college diploma or equivalent is required. • The position requires at least 2 years experience in a Mortgage Administration, Operations, or a similar financial services role. • Values learning and are looking to expand your knowledge and skills. • Strong professional communication skills, both written and verbal (over the phone). • Organized, detail oriented and able to manage your time appropriately. • French & English is Mandatory

🏖️ Benefits

• Health insurance • Paid time off • Flexible work arrangements