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Fulfillment Specialist

Permanent, Full Time

Remote

BRX (300 × 300 px) (1).png

Canada

About this Role

The role involves managing and reviewing mortgage files to ensure accuracy, compliance, and timely processing, while providing exceptional support to agents and coordinating with stakeholders. This includes updating systems, resolving discrepancies, coaching agents, and maintaining strong communication with lenders and internal teams to streamline the mortgage fulfilment process.

About BRX Mortgage Inc.

BRX Mortgage is a rapidly growing, fully virtual mortgage brokerage that is dedicated to the success of our agents. BRX Mortgage is committed to constant improvement, radical transparency, and collaboration in all aspects of our business. As a part of our team, you will discover that you will be challenged to pursue excellence which will become a truly rewarding aspect of your career.

Responsibilities

  • Update lender rate sheets on the Agent BRX Portal.

  • Review and verify mortgage supporting documents for completeness and accuracy on Rookie, Intermediate, and Deal Desk files, ensuring they reach broker/funded complete status. 

  • Coordinate with agents to gather necessary information and resolve discrepancies in documentation.

  • Ensure compliance with mortgage regulations. 

  • Communicate effectively with agents regarding application status and address concerns.

  • Update Submission Coaches and Zoom Coaches on file progress. 

  • Monitor and track application progress through the fulfilment process. 

  • Identify and resolve issues that arise during mortgage fulfilment promptly. 

  • Refer any material changes to the approval back to Submission Coaches for review and approval (e.g., changes in income, down payment, loan amount). 

  • Complete signing and compliance packages for Deal Desk files. 

  • Provide regular updates on conditions for Rookie, Intermediate, and Deal Desk files. 

  • Communicate with lender partners about outstanding conditions and documents. 

  • Update Salesforce with outstanding conditions and document statuses. 

  • Provide exceptional customer service to agents throughout the mortgage fulfilment process. 

  • Report any issues or concerns to a supervisor. 

  • Coach Rookie Agents and submit documents to lenders on their behalf. 

  • Manage deal flow and maintain funding ratios with lenders. 

  • Collaborate with team members to improve the Underwriting Department and business processes. 

  • Offer legally sound advice to agents that adheres to mortgage regulations. 

  • Other duties as assigned.

Qualifications

  • 2-3 years of Mortgage Fulfillment experience is required.

  • Demonstrate a strong understanding of the Underwriting and Fulfilment process, including familiarity with A, B, and Private lenders' policies. 

  • Ability to simplify complex fulfillment concepts to coach new agents.

  • Approach work with professionalism and maintain strong verbal and written communication skills. 

  • Strong grasp of the English language.

  • Strong typing and computer skills.

  • High level of discretion required in dealing with confidential matters.

  •  A valid mortgage license in one the Canadian provinces that BRX Mortgage is licensed in is an asset.

  • Experience using Microsoft 365, Salesforce, and Finmo is an asset.

  • Post-secondary education in a related field is an asset.

  • Previous coaching experience is an asset.

Job Details

  • Permanent, Full Time Position

  • Compensation:

    • Starting at $50,000 - $60,000 base salary based on experience

    • Comprehensive Health & Dental Benefits Package; premiums 100% paid by BRX Mortgage

    • 3 weeks (15 days) paid vacation

    • Eligible for the Employee Stock Option Plan

  • Location:

    • Must be eligible to work in Canada

    • Fully Virtual

    • Laptop will be provided

    • Must have sufficient internet access for this position

  • Schedule:

    • Monday – Friday; 8 Hour shifts

    • Specific hours agreed upon with successful candidate

    • No Statutory holidays; no weekends

  • Start Date: Flexible

Apply Today!

Please click the link below to submit your application for the Mortgage Fulfilment Specialist role with BRX Mortgage.


Note:

This posting will remain open until a suitable candidate is matched to the role in BRX Mortgage Inc.


We thank all applicants for their interest. All applications will be reviewed to determine which candidates' qualifications most closely match the advertised requirements. Only individuals selected for interviews will be contacted.


If you require any further information on this job posting or require an accommodation during the recruitment process, please contact Lauren Webb at People@BRXmortgage.com

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