Mortgage Fulfillment Pro - Closings & Compliance

Rebel Mortgage Ltd; California; Hybrid; USD 43.000 - 64.000; Vollzeit

Benefits dieser Stelle

Corporate discounts

Client discounts at The Brick

Industry training

In-house support

Zusammenfassung

Rebel Mortgage is seeking a Mortgage Fulfilment Specialist to manage client documents, coordinate with Underwriters, and oversee CRM workflows. you will compile DocuSign packages, verify IDs, and submit files to lenders via portals.

The role emphasizes accuracy, regulatory compliance, and effective communication with clients, brokers, and agents. Flexible hours and community-facing initiatives are encouraged.

Qualifikationen

• Licence/Certification: FSRA Mortgage Agent License (Agent Level 1/2) or Broker Licence.
• 3+ years of underwriting experience in a brokerage.
• Strong knowledge of lending regulations and underwriting principles.

Aufgaben

• Provide advice and solutions to clients and update Agents/Brokers/Clients.
• Complete and assess mortgage applications, run credit checks and related underwriting requirements.
• Ensure mortgage applications meet lender policies and compliance.
• Prepare Signature and Compliance packages; liaise with lawyers/appraisers.
• Collaborate with lenders, brokers, and agents within the brokerage.

Kenntnisse

Tech-savvy

Documentation review

Communication

Attention to detail

Ausbildung

FSRA Mortgage Agent License

Broker Licence

Tools

Finmo

Filogix

CRM

Excel

Jobbeschreibung

Rebel Mortgage is seeking a Mortgage Fulfilment Specialist to manage client documents, coordinate with Underwriters, and oversee CRM workflows. you will compile DocuSign packages, verify IDs, and submit files to lenders via portals.

The role emphasizes accuracy, regulatory compliance, and effective communication with clients, brokers, and agents. Flexible hours and community-facing initiatives are encouraged.