Mortgage Fulfilment Specialist

Rebel Mortgage; California; Hybrid; USD 43,000 - 64,000; Full time

Benefits offered by this job

Corporate discounts

Client discounts at The Brick

Industry training

In-house support

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Tech-savvy

Documentation review

Communication

Attention to detail

Education

FSRA Mortgage Agent License

Broker Licence

Tools

Finmo

Filogix

CRM

Excel

Job description

Are you ready to embark on a new adventure as a Mortgage Fulfilment Specialist? Whether you're a newcomer to the industry or transitioning from another brokerage, or have previous experience as a branch/bank mortgage specialist. Join our team to drive innovation and introduce cutting-edge products. Become part of our thriving company that offers exceptional benefits and growth opportunities, while learning from experienced leaders. We are seeking a skilled and dedicated team player.

We are looking for someone to help manage communication between the Underwriter, agents, brokers, and clients. Responsibilities include compiling DocuSign Signing Packages, collecting client documents, and submitting them to lenders through the lender portal.

This role demands a blend of creativity and precision, pushing you to think creatively. We are seeking a proactive individual with a strong determination to get things done and exceptional problem-solving abilities.

As a Mortgage Fulfilment Specialist, you will be tasked with evaluating client‑provided documents to ensure they meet the criteria set by lenders. Your role will involve collaborating with clients to ensure regulatory compliance and conducting document reviews to prevent fraud. You will support Underwriters, Mortgage Officers, and maintain communication with the Principal Broker, Brokers, and Agents. Your responsibilities will include streamlining client processes by utilizing solicitors portals for document uploads, ID verification, and other necessary paperwork. Additionally, you will assist in managing our CRM, setting up renewal and anniversary reminders upon file closings, and for other notes.

Are you an ambitious go‑getter who enjoys the excitement of each day being unique?

• Flexible to work varying hours, potentially on weekends and evenings?
• Do you find fulfillment in leading mortgage workshops or devising your own marketing initiatives?
• Do you thrive on expanding business opportunities and connecting with the community?

Are you ready to embark on a new adventure as a Mortgage Fulfilment Specialist? Whether you're a newcomer to the industry or transitioning from another brokerage, or have previous experience as a branch/bank mortgage specialist. Join our team to drive innovation and introduce cutting‑edge products. Become part of our thriving company that offers exceptional benefits and growth opportunities, while learning from experienced leaders. We are seeking a skilled and dedicated team player.

We are looking for someone to help manage communication between the Underwriter, agents, brokers, and clients. Responsibilities include compiling DocuSign Signing Packages, collecting client documents, and submitting them to lenders through the lender portal.

This role demands a blend of creativity and precision, pushing you to think creatively. We are seeking a proactive individual with a strong determination to get things done and exceptional problem‑solving abilities.

As a Mortgage Fulfilment Specialist, you will be tasked with evaluating client‑provided documents to ensure they meet the criteria set by lenders. Your role will involve collaborating with clients to ensure regulatory compliance and conducting document reviews to prevent fraud. You will support Underwriters, Mortgage Officers, and maintain communication with the Principal Broker, Brokers, and Agents. Your responsibilities will include streamlining client processes by utilizing solicitors portals for document uploads, ID verification, and other necessary paperwork. Additionally, you will assist in managing our CRM, setting up renewal and anniversary reminders upon file closings, and for other notes.

Are you an ambitious go‑getter who enjoys the excitement of each day being unique?

• Flexible to work varying hours, potentially on weekends and evenings?
• Do you find fulfillment in leading mortgage workshops or devising your own marketing initiatives?
• Do you thrive on expanding business opportunities and connecting with the community?

Then this just might be the role for you!

Customer Relationship

Personal Evolution

Autonomy

Administrative Work

Technical Expertise

Receive support from the industry’s best!

Looking to elevate your career as a mortgage broker with a supportive team by your side? Look no further than Rebel Mortgage! Our team of experienced professionals is committed to your success, providing you with the necessary tools and resources to close more deals.

With access to our wide network of 94+ lenders and cutting‑edge support systems, we will help you unlock your full potential, whether you're a seasoned pro or just starting out.

• Being a driven, self‑starter, problem‑solver, and organized great communicator.
  
• Being proficient with technology and the ability to work efficiently and effectively within a PC‑based environment using multiple software platforms
  
• Qualify the customer needs
• Close mortgage loans with borrowers
• Speak to borrowers and explain the differences between mortgage loan options.
• Research mortgage rates and determine the best rate for borrowers.
• Discuss with prospective borrowers, and the agents in order to identify their needs and financial goals.
• Explain the loan process to prospective borrowers.
• Work directly with clients to obtain a new mortgage, refinance an existing loan, or obtain a second mortgage, HELOC etc.
  

Must HaveQualifications:

• Licence/Certification: FSRA Mortgage Agent License- Agent Level 1 , 2, or Broker Licence.
• 3+ years of experience as a Mortgage Underwriter, preferably within a Brokerage.
  
• Previous experience in mortgage underwriting with a private lender, Bank, or Alt‑A/B lender preferred.
• Solid understanding of mortgage lending practices, regulations, and underwriting principles.
• Effective communication skills for interacting with various stakeholders, lenders, agents, principal broker.
• Ability to work independently and manage multiple tasks effectively. as well as updating CRM Portals.
• Proficiency in data analysis using relevant software tools, Finmo, Filogix, CRM, Excel etc.
• Strong attention to detail and accuracy in reviewing documents.
• Valid work permit forCanada

A snapshot of a typical week:

• Provide advice and solutions to clients to meet their individual needs, and update Agents/Brokers/Clients.
  
• Complete and assess mortgage applications, perform credit checks, searches, and other related underwriting requirements
• Ensure mortgage applications meet compliance requirements and adhere to lender policies and guidelines
• Perform due diligence on all underwriting‑related documentation
• Prepare Signature and Compliance packages
• Correspond with clients' lawyers and appraisers to ensure efficient workflow to coincide with closing dates
• Stay up to date with the processing requirements and ensure loan submission follows the required steps and processes
• Collaborate and build relationships with lenders, brokers, and agents within brokerage.
  

What's great aboutRebel?

• Great team of skilledprofessionals, in a friendly and relaxedculture
• No stupid tools to use, no rigid working hours
• No wastedtime fromcommuting, real responsibilities and autonomy
• Expand your knowledge of variousmortgage solutions
• Create solutionsthat will help your clientson their financial goals
• Real responsibilities and challenges in a fast paced, and evolving company
  

Job Types: Full-time, and Part-time
Pay: Commission, Plus Bonuses

This role is 100% commission pay structure, which puts your future in your own hands! There is also no Cap on how much you can earn or make.

Company Perks

Corporate Discounts from Companies Like Goodlife Fitness, Rogers, Bell, Staples, Starbucks, as well as exclusive Client Discounts at The Brick.

Agent Training

Free state‑of‑the‑art industry training for new and experienced agents through VericoUniversity, combined with excellent, live in‑house training sessions by the Principal Broker, and Lenders.

Income Earning

Our agents earn well above the industry standard,Earn as much as 5X more than the average mortgage agent in annual income through finder's fees, mortgage volume, and efficiency bonuses.

AgentSupport

Lean on full‑service in‑house support for all areas of your business, including compliance, administration, payroll, marketing, social media, and more.