Bilingual Mortgage Operations Specialist

Haventree Bank; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A Canadian financial services provider is seeking a Mortgage Operations Specialist responsible for customer service in mortgage processing. The ideal candidate has at least 2 years in mortgage administration, strong communication skills, and is detail-oriented. This full-time role requires proficiency in both English and French. Join us to help underserved Canadians secure their financial future.

Qualifications

• Minimum of 2 years experience in Mortgage Administration Operations or similar financial services role.
• Strong professional communication skills both written and verbal.
• Organized, detail-oriented, and able to manage time effectively.

Responsibilities

• Provide customer service for processing mortgage documents and ensure accurate data input.
• Communicate effectively with stakeholders regarding incomplete documents or additional information.
• Maintain salesforce dashboards to track and manage deals.

Skills

Financial Services

Information Technology

Cost Control

Corporate Risk Management

Law

Education

College diploma or equivalent

Job description

About Haventree Bank

Headquartered in Toronto Ontario Haventree Bank (Haventree) is a mission driven alternative mortgage lender. The name Haventree is representative of the banks mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system.

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 HTBs 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 applicants 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

Key Skills

Financial Services, Information Technology, Cost Control, Corporate Risk Management, Law

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Required Experience

IC

Employment Type

Full-Time

Experience

years

Vacancy

1