Bilingual Mortgage Operations Specialist

Haventreebank; Canada; On-site; CAD 60,000 - 75,000; Full time

Job summary

Haventree Bank in Canada is seeking a Bilingual Mortgage Operations Specialist (Fulfilment Officer) to support Originations by processing documents, inputting data accurately, and coordinating with brokers, appraisers, and employers to keep workflows moving smoothly.

The role requires attention to detail, strong communication in French and English, and a customer-centric approach to meet SLAs and ensure compliant, timely mortgage fulfillment.

Qualifications

• A college diploma or equivalent is required.
• At least 2 years of Mortgage Administration/Operations experience.
• Strong written and verbal communication; fluent in French and English.
• Organized, detail-oriented and able to manage time effectively.

Responsibilities

• Communicates with internal/external stakeholders to finalize documents and meet SLAs.
• Maintains Salesforce dashboards to track deals and document-review timelines.
• Handles and maintains condition management.
• Updates the CRR/AML Score Card regularly.
• Adheres to Bank, policies and AML/ATF procedures.
• Reviews and approves supporting documents per risk appetite.
• Ensures QA, Compliance and Risk queries are addressed timely.
• Performs income document analysis and submits income for Equifax review.
• Analyzes appraisal reports to validate property valuation and compliance.
• Maintains operational excellence and maximizes efficiency with quick turnaround.

Skills

Bilingual in French & English

Salesforce

Education

College diploma or equivalent

Job description

Bilingual Mortgage Operations Specialist (Fulfilment Officer)

Haventree Bank is a Schedule I Canadian bank dedicated to advancing financial security and upward mobility for Canadians underserved by traditional financial services. Through our broker-distributed alternative mortgage and GIC solutions, as well as our growing digital banking platform, we provide straightforward products that support long-term financial well‑being and meaningful growth.

As a CDIC-insured, federally regulated bank, we offer the trust and stability of a traditional financial institution while embracing the innovation and customer‑first mindset of a modern digital bank.

If you're looking for a place where your work has a direct impact, your ideas are valued, and innovation is encouraged, Haventree Bank is the place for you.

Position Summary:

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. This role demands attention to detail, strong communication skills, and a customer‑centric problem‑solving approach to ensure a smooth mortgage fulfillment process.

Major Duties & Responsibilities:

• Communicates effectively both verbally and written to internal and external stakeholders (including appraisers, employers, and mortgage brokers) when documents are incomplete, or additional information is required, to ensure timely accurate results.
• Maintains and utilizes salesforce dashboards to track and manage deals in pipeline, be responsible for meeting document review timelines (SLAs).
• Handles and maintains condition management.
• Updates the CRR/AML Score Card on a regular, timely basis.
• Adheres to all Bank, business area and AML/ATF policies and procedures.
• Reviews and approves supporting documents according to HTB’s risk appetite and policies.
• Ensures that Quality Assurance requirements, Compliance and Risk review queries are dealt within a timely and accurate manner.
• Conducts income document analysis and calculations to ensure the applicant’s income can be confirmed, including submitting income to Equifax for review.
• Conducts appraisal report analysis to validate property valuation and compliance with internal policies and external regulations.
• Maintains operational excellence, using all available resources, escalating, when necessary, to maximize efficiencies and provide quick turnaround times.

Qualifications & Experience:

Degrees, Diplomas & Certifications:

• A college diploma or equivalent is required.

Years and Range of Experience Required to Perform the Job:

• 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

While we thank everyone for their interest in Haventree Bank, please note that only candidates selected for an interview will be contacted. Haventree Bank is committed to providing accommodation when needed. If you require an accommodation, we will work with you to meet your needs.

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• Haventree Bank embraces equal opportunity, diversity, and inclusion. Please let us know if you require any accommodations during the recruitment and selection process by contacting [e-mail]