Document Solution Specialist

Mortgage Automator; Toronto; On-site; CAD 50,000; Full time

Job summary

Mortgage Automator is seeking a Document Solutions Specialist to digitize and automate loan documents while supporting clients. The role combines technical skills in HTML and CSS with strong client interaction to deliver high-quality document solutions. Ideal candidates are proficient in ensuring smooth workflows and building lasting client relationships.

Benefits

Competitive Compensation & Benefits

Generous Vacation

Access to Latest Tools in Automation

Qualifications

• Client-facing support experience in software or SaaS environment.
• Proficient in HTML, CSS, and Microsoft Excel.
• Ability to simplify technical concepts.

Responsibilities

• Digitize and automate loan documents using HTML and CSS.
• Provide client support and issue resolution.
• Ensure a smooth document experience for clients.

Skills

HTML

CSS

Microsoft Excel

Client Communication

Technical Troubleshooting

Organizational Skills

Education

Experience in Client-facing Support

Mortgage Lending Experience

Job description

About Mortgage Automator:

Built by Lenders, Designed for Growth. Mortgage Automator was started in 2013 as a simple document generating tool for a small private lender in Toronto, Canada. Since then, the software has evolved significantly to encompass every possible feature and account for all the unique lending scenarios. Mortgage Automator is a cutting-edge technology company specializing in providing innovative, automated solutions for the private lending industry.

Our comprehensive product offerings include modules for loan origination, servicing, and administration. The loan origination module automates the entire process from application to approval, ensuring quick and accurate decision-making. Our servicing module streamlines payment processing, accounting, and borrower communications, while our administration tools offer robust reporting, compliance tracking, and portfolio management capabilities, optimizing operations for our clients.

At Mortgage Automator, our mission is to transform the private lending landscape through the power of automation and technology. We are committed to reducing administrative burdens, improving operational efficiency, and enhancing clarity throughout the lending process. By delivering exceptional support and training, we ensure our clients maximize the value of our platform, empowering them to succeed in a competitive market and driving growth and innovation within the industry.
Why Join Us?

• Competitive Compensation & Benefits – Industry-leading pay, full health benefits, generous vacation
• High Impact – You’ll directly influence pipeline, sales success, and revenue growth
• Tech-Forward Culture – Work with the latest tools in automation, analytics, and performance marketing
• Industry Growth – Join a company scaling fast in a specialized fintech vertical
• Collaborative Team – Work directly with the senior leadership team, and across all cross-functional stakeholders

Role Overview & Key Responsibilities:

We’re seeking a technically skilled, client-focused professional to join our team as a Document Solutions Specialist. In this role, you'll digitize and automate loan documents using HTML and CSS, support clients with issue resolution, and ensure a smooth, efficient document experience. You'll serve as a trusted partner to clients, applying both technical acumen and clear communication to deliver high-quality solutions. Experience in mortgage lending or real estate law is highly valued, as it provides essential context for the documents and workflows you'll support.

• Document Digitization & Automation
  • Use HTML and inline CSS to interpret, format, and digitize loan origination and servicing documents.
  • Build dynamic templates using coding logic such as variables, loops, and arrays.
  • Apply best practices to ensure document automation is scalable, accurate, and efficient.
• Client Interaction & Support
  • Communicate directly with clients to understand their document needs and provide tailored solutions.
  • Offer walkthroughs and guidance to help clients utilize document features effectively.
  • Deliver clear, responsive communication and build lasting client relationships through consistent follow-up.
  • Act as a key point of contact for client requests, providing thoughtful and timely guidance on document-related solutions.
  • Set clear expectations around timelines, deliverables, and processes to ensure a smooth experience.
  • Confidently host walkthroughs, product Q&A sessions, and support calls with clients of varying technical skill levels.
  • Translate complex technical concepts into simple, actionable steps for clients.
  • Build long-term, trust-based relationships through proactive communication and consistent follow-up.
  • Maintain detailed records of client interactions, contributing to knowledge-sharing and team-wide learning.
  • Host one-on-one and small-group video calls to guide clients through document functionality, answer questions, and provide tailored support.
• Issue Resolution & Internal Collaboration
  • Respond to client-reported issues, troubleshoot technical problems, and ensure timely resolutions.
  • Collaborate with internal teams including Product, QA, and Client Success to deliver seamless experiences.
  • Maintain accurate documentation of client interactions and contribute to improving internal processes.
  • Participate in ongoing team initiatives to enhance product performance and operational efficiency.

Qualifications:

• Proficiency in HTML and CSS; understanding of variables, loops, and arrays.
• Strong skills in Microsoft Excel.
• Experience in a client-facing support, QA, or technical role within a software or SaaS environment.
• Excellent communication skills—able to simplify technical concepts for diverse audiences.
• Strong organizational skills with the ability to prioritize and multitask in a fast-paced setting.
• Experience in mortgage lending or at a real estate law firm is a strong asset.
• Familiarity with document workflows, legal language, or loan transaction processes is a strong asset.

Bonus Qualifications (not required):

• Experience in private lending, LOS, or mortgage technology platforms
• Mortgage/Real Estate business, including agent, broker licenses etc.
• Familiarity with regulatory, compliance, and reporting in lending environments
  

Role Details:

• Location: Toronto (In-office)
• Type: Full-time, Permanent
• Schedule: Monday–Friday
• Salary: 50K Annually + Benefits