The HR Pro

Role Description This is a remote position. Our client is a highly successful mortgage professional based in Edmonton, Alberta, who has built an exceptional reputation through referrals, relationships, outstanding client service, and a genuine passion for helping people achieve their home ownership goals. As the business continues to experience significant growth, they are seeking a Mortgage Fulfillment & Client Success Coordinator to become their right-hand person and play a critical role in supporting both the client experience and day-to-day operations of the business. This is not a traditional mortgage administration position. This role combines mortgage fulfillment, underwriting support, operations coordination, process improvement, client communication, and business administration. The successful candidate will help create structure, build systems, improve workflows, and ensure every client receives an exceptional experience from application through funding and beyond. This opportunity is ideal for someone who enjoys the mortgage industry but prefers operations, organization, systems, and client service over networking, sales, and business development. This is a fully remote position. While we welcome applications from across Canada, preference will be given to candidates located in Alberta due to the highly collaborative nature of the role. Candidates outside Alberta must be comfortable working primarily within Mountain Time business hours. Key Responsibilities - Mortgage Fulfillment & Client Service - Manage mortgage files from conditional approval through funding - Communicate with clients regarding outstanding documentation and conditions - Liaise with lenders, lawyers, appraisers, insurers, and realtors - Upload documents to lender portals and maintain accurate file records - Prepare approval packages and client communications - Coordinate signing appointments and closing requirements - Monitor files to ensure deadlines and conditions are met - Audit completed files for accuracy and compliance - Operations & Administration - Open and organize new client files - Build applications and maintain information within mortgage systems - Sort, save, and manage client documentation - Maintain CRM records and client databases - Track leads follow-up activities and renewal opportunities - Prepare reports and spreadsheets tracking business activity - Assist with year-end administrative and financial preparation - Monitor expenses, revenue tracking, and business reporting - Ensure payroll and contractor payments are accurate - Client Retention & Relationship Management - Maintain ongoing communication with pre-approval clients - Coordinate birthday, anniversary, and milestone communications - Send thank-you cards and client appreciation items - Coordinate referral partner gifts and acknowledgements - Support client review and testimonial initiatives - Manage post-closing follow-up communications - Systems & Process Improvement - Help develop and implement SOPs, workflows, and operational processes - Improve efficiency across the business - Assist with technology implementation and system optimization - Create documentation and training resources - Identify opportunities for automation and process improvements - Marketing & Database Support - Maintain client and referral databases - Support lead follow-up initiatives - Mine renewal opportunities within the database - Repost and manage selected social media content - Assist with presentation materials and marketing support as required Qualifications - Minimum 2 years of mortgage industry experience - Experience in mortgage underwriting, fulfillment, administration, or brokerage operations - Exceptional written and verbal communication skills - Strong organizational and time-management abilities - High attention to detail and accuracy - Ability to manage multiple files and priorities simultaneously - Advanced computer proficiency and comfort learning new systems - Strong Microsoft Excel skills - Ability to work independently with minimal supervision - Professional, client-focused communication style Requirements - Licensed Mortgage Associate/Broker (or willingness to obtain Alberta licensing if required) - Experience using Expert - Experience with CRM systems - Experience working within a mortgage brokerage environment - Previous fulfillment or operations experience - Alberta-based candidates (preferred but not required) Benefits - Compensation includes a base salary, funded-deal incentives, and bonus opportunities - Total earnings will vary based on business volume and performance, projected to be in the $60,000–$75,000+ range - Full-time position (Monday to Friday) - Remote work flexibility - All equipment, software, training, and licensing support provided - Long-term growth opportunity within a growing business - Total compensation is expected to exceed the base salary significantly through performance-based earnings

Role Description This is a remote position. Our client is a growing and highly respected mortgage professional based in British Columbia, focused on delivering thoughtful financing solutions and an exceptional client experience across a wide range of lending scenarios. The successful candidate will play a key role in supporting clients, lenders, and referral partners by managing the underwriting, fulfillment, documentation, and compliance requirements necessary to deliver a seamless mortgage experience. This is a fully remote independent contractor position. While we welcome applications from across Canada, preference will be given to candidates located in British Columbia due to the highly collaborative nature of the role. Candidates outside British Columbia must be comfortable working primarily within Pacific Time business hours. Compensation: $35-$45 per hour, depending on experience, licensing, and overall mortgage industry expertise. Key Responsibilities - Fulfillment, Compliance & Lender Coordination - Submit mortgage applications through lender and broker platforms - Manage lender communication, conditions, and follow-up requirements - Coordinate outstanding documentation with clients and third parties - Monitor timelines and proactively move files toward approval and funding - Ensure files meet compliance, documentation, and audit requirements - Maintain accurate records and organized file documentation throughout the process - Troubleshoot challenges and identify solutions to keep transactions progressing smoothly - Client Communication & File Coordination - Serve as a key point of contact for clients throughout the mortgage process - Provide timely updates and maintain proactive communication - Coordinate document collection and outstanding requirements - Support clients through the fulfillment process from submission to funding - Ensure a positive, professional, and organized client experience - Assist with post-funding follow-up activities as required - Systems, Processes & Administration - Maintain accurate and organized electronic files - Support CRM management, workflow tracking, and file progression - Help improve systems, efficiencies, and operational workflows - Coordinate document management using Dropbox and other cloud-based platforms - Support client communication processes and follow-up activities - Contribute to the overall organization and efficiency of the business - Mortgage File Review & Underwriting Support - Review mortgage applications, credit reports, income documentation, and supporting materials - Identify potential concerns or documentation gaps early in the process - Assist with lender selection and deal placement recommendations - Support file preparation and submission readiness - Provide underwriting insight on self-employed, rental, alternative, and more complex lending scenarios as required - Ensure files are complete, logical, and positioned for successful lender review Qualifications - Minimum 2-3 years of experience in mortgage fulfillment, underwriting support, mortgage administration, or mortgage operations within the Canadian broker channel - Strong understanding of the mortgage process from application through funding - Experience working with lender submissions, conditions, document collection, and fulfillment activities - Familiarity with A, B, alternative, private, and credit union lending environments - Working knowledge of mortgage underwriting principles and lender guidelines - Experience reviewing income documentation, credit reports, and supporting mortgage documentation - Strong attention to detail with a focus on accuracy, compliance, and file quality - Excellent organizational and time management skills - Strong written and verbal communication skills - Ability to manage multiple files and competing priorities simultaneously - Comfortable working independently in a fully remote environment - Proactive, resourceful, and solution-oriented approach to problem solving - High level of professionalism and commitment to client service Preferred Qualifications - Active Mortgage Agent or Mortgage Broker license - Experience using Velocity or similar mortgage submission platforms - Experience using Zoho CRM or other client relationship management systems - Experience working with self-employed borrowers, rental property financing, and alternative lending scenarios - Exposure to commercial or development financing - Experience supporting a high-volume mortgage professional or brokerage environment

Role Description This is a remote position. Our client is a growing and highly respected mortgage professional based in British Columbia, focused on delivering thoughtful financing solutions and an exceptional client experience across a wide range of lending scenarios. With a strong foundation in residential lending and growing exposure to alternative, commercial, and development financing opportunities, the business continues to expand and is seeking a Mortgage Underwriter & Client Success Specialist to become a trusted extension of the team. This is not a sales role. Instead, this opportunity is ideal for an experienced mortgage professional who enjoys the operational side of the business: - Underwriting - Fulfillment - Client communication - Lender coordination - Problem solving - Relationship management The successful candidate will play a key role in supporting clients from application through funding while helping deliver a seamless, professional, and highly personalized client experience. This is a fully remote independent contractor position. While we welcome applications from across Canada, preference will be given to candidates located in British Columbia due to the highly collaborative nature of the role. Candidates outside British Columbia must be comfortable working primarily within Pacific Time business hours. Key Responsibilities - Mortgage Underwriting & Deal Structuring - Review mortgage applications, credit reports, income documentation, and supporting materials - Assess file strength and identify potential concerns early in the process - Structure financing solutions based on lender guidelines and client objectives - Recommend appropriate lending solutions across A, B, alternative, private, and also commercial multi-family - Prepare complete, accurate, and submission-ready mortgage files - Analyze self-employed income, rental property financing, and more complex lending scenarios - Fulfillment & Lender Coordination - Submit mortgage applications through lender and broker platforms - Manage lender communication, conditions, and follow-up requirements - Coordinate outstanding documentation with clients and third parties - Monitor timelines and proactively move files toward approval and funding - Troubleshoot challenges and identify solutions to keep transactions progressing smoothly - Ensure files meet compliance and documentation requirements - Client Success & Relationship Management - Serve as a key point of contact for clients throughout the mortgage process - Provide timely updates and maintain proactive communication - Deliver a positive and professional client experience from start to finish - Support client retention and ongoing relationship-building activities - Assist with post-funding follow-up and client care initiatives - Help create a client experience that encourages repeat business and referrals - Systems, Processes & Administration - Maintain accurate and organized electronic files - Support CRM management, workflow tracking, and client communication processes - Help improve systems, efficiencies, and client journey touchpoints - Coordinate document management using cloud-based platforms - Contribute to the overall organization and growth of the business Requirements - Minimum 3 years of mortgage underwriting, fulfillment, broker support, or mortgage operations experience - Active Mortgage Agent or Mortgage Broker license or ability to obtain one in BC - Experience working within the Canadian mortgage broker channel - Strong understanding of mortgage underwriting and lender guidelines - Experience with A, B, alternative, and private lending scenarios - Experience reviewing self-employed income and rental property financing - Strong attention to detail and commitment to accuracy - Excellent organizational and time management skills - Strong verbal and written communication skills - Ability to manage multiple files and competing priorities - Comfortable working independently in a fully remote environment - Proactive, resourceful, and solution-oriented mindset Preferred Qualifications - Experience using Velocity or similar mortgage submission platforms - Experience with Zoho CRM or other client relationship management systems - Experience supporting client retention and referral initiatives - Exposure to commercial, construction, or development financing - Experience working within a fast-growing entrepreneurial business

Role Description This is a remote position. Our client operates as a modern, cloud-based brokerage with a fully remote team across Canada, supporting a high-performance and entrepreneurial culture built around innovation, collaboration, and growth. They are currently seeking a highly organized, detail-oriented, and proactive Mortgage Fulfillment Specialist to join their growing operations team. This role works closely with the centralized underwriting team, taking approved mortgage files and managing them through to completion and funding. The successful candidate will thrive in a fast-paced environment, enjoy keeping deals moving efficiently, and take pride in delivering a smooth client experience from approval to closing. This is a critical operational role within the brokerage and is ideal for someone who enjoys working behind the scenes to ensure files are accurate, conditions are met, timelines stay on track, and communication flows smoothly between all parties involved. Qualifications - Previous experience in mortgage fulfillment, mortgage administration, underwriting support, or mortgage operations - Strong understanding of the mortgage process from approval to funding - Experience reviewing mortgage documentation including income and down payment verification - Excellent organizational and time management skills - Strong attention to detail and accuracy - Ability to manage multiple files and competing priorities simultaneously - Excellent verbal and written communication skills - Comfortable working independently in a remote environment - Highly proactive with strong follow-up and problem-solving abilities - Tech-savvy and adaptable to new systems and platforms - Experience with mortgage brokerage systems such as Filogix, Velocity, Scarlett, FINMO, or similar platforms is considered an asset - Previous experience working in a high-volume mortgage brokerage environment is strongly preferred Requirements - Manage mortgage files from underwriting approval through to funding - Review and organize client documentation including income verification, bank statements, tax documents, and down payment verification - Order appraisals and coordinate required third-party documentation - Communicate with clients, lenders, brokers, lawyers, and internal teams to keep files progressing smoothly - Monitor conditions, deadlines, and outstanding requirements to ensure timely closings - Maintain accurate and up-to-date client records and documentation - Support brokers and underwriters with file coordination and follow-up - Ensure a high level of client service and professionalism throughout the process - Assist with administrative workflows and operational efficiencies within the fulfillment process - Operate effectively within a fully remote and fast-paced environment Benefits - Competitive compensation based on experience - Full benefits coverage - Health Spending Account (HSA) - Gain share program - Paid vacation - Stock options - Fully remote / work-from-anywhere in Canada environment - Opportunity to join one of Canada’s fastest-growing mortgage brokerages with strong long-term growth potential

This is a remote position. About the Opportunity This is a confidential search being managed by The HR Pro on behalf of our client. Full details will be shared with shortlisted candidates. Our client is a high-performing mortgage professional building a disciplined, systems-driven underwriting operation designed for scale that is looking for an experienced Mortgage Underwriter. With a strong and consistent flow of inbound deals, they are seeking a dedicated underwriting partner to take full ownership of files from application through to funding. This is a fully remote, long-term opportunity designed to start part-time and grow into a full-time role, (there is opportunity to start full time for the right candidate) offering performance-based compensation and strong earning potential, structured as a contractor position. The Role This is a production-focused underwriting role where you will manage multiple files at various stages - from application review through to “broker complete.” The focus is clear: clean files, strong structuring, and efficient execution. You are not responsible for lead generation or client discovery; your role is to take incoming deals and move them forward accurately, efficiently, and independently. What You’ll Be Responsible For File Ownership & Underwriting - Review incoming applications and supporting documentation through FINMO - Analyze credit, income, and overall deal viability - Identify risks early and ensure files are structured correctly before submission - Prepare deals for internal placement discussions Deal Execution & Submission - Submit files to appropriate lenders (A, B, alternative) - Ensure files are complete, logical, and positioned for approval - Collaborate with the broker on lender and product placement Fulfillment & Conditions Management - Manage files post-submission through to funding - Communicate with lenders, clients, and third parties to satisfy conditions - Keep files moving proactively and efficiently - Drive all files to “broker complete” Application Fulfillment & Follow-Up - Monitor incoming applications and document uploads - Follow up with clients for outstanding information - Maintain accuracy and consistency across all files What Success Looks Like Success in this role means taking full ownership of files with minimal oversight, consistently producing clean, well-structured submissions, and reducing lender back-and-forth. You will become a trusted execution partner, helping the business scale through precision and reliability. Systems & Process Improvement As the business grows, you will contribute to refining systems and workflows, identifying inefficiencies, and recommending improvements to increase speed, accuracy, and consistency across the underwriting process. Work Environment This is a fully remote, high-volume environment requiring the ability to manage multiple files simultaneously and balance proactive work with reactive problem-solving. The role will begin with a structured onboarding and part-time workload, transitioning to full ownership of a full-time pipeline as volume scales. Requirements - 3+ years of mortgage underwriting and/or fulfillment experience (broker environment preferred) - Experience across A, B, and alternative lending - Strong ability to structure self-employed, rental, and credit-challenged files - Experience with mortgage submission platforms (FINMO, Filogix, or similar) - Proven ability to manage multiple files in a high-volume environment - Highly detail-oriented, process-driven, and comfortable working independently - Strong written communication skills with lenders, clients, and partners Benefits Compensation & Structure - Performance-based compensation with strong earning potential - Incentives tied to funded file volume and business growth - Structured as an independent contractor position - Designed as a long-term opportunity with increasing volume and responsibility

This is a remote position. About the Role We are looking for a highly organized, proactive, and tech-savvy Human Resource & Recruiting Coordinator to support a fast-paced recruitment team. This is a hands-on, behind-the-scenes role focused on keeping the hiring process running smoothly - from candidate screening and interview coordination to system management and reference checks. You will play a key role in supporting recruiters and ensuring that nothing falls through the cracks, while helping the recruitment process run efficiently from start to finish. This is a complete remote position working in EST Time Zone. What You’ll Be Doing Recruiter & Team Support - Support recruiters across multiple roles by coordinating and managing the recruitment process - Ensure all stages of the hiring process are moving forward efficiently and on schedule - Act as a central point of coordination between recruiters, candidates, and internal workflows Candidate Screening & Coordination - Review incoming applications and shortlist candidates based on role requirements - Conduct initial phone screenings to assess candidate fit, communication, and experience - Prepare clear, concise screening notes for the recruitment team - Schedule and coordinate interviews across multiple stakeholders Recruitment Process Support - Post job openings to ATS and job boards (e.g., Indeed) - Set up candidate records, assessments, and workflows within the system - Track candidate progress and ensure all steps in the process are completed - Support the overall flow of candidates through the recruitment pipeline Administrative & Reporting Support - Draft client updates and candidate summaries - Maintain accurate, clean, and up-to-date records in the ATS/database - Support general recruitment administration and documentation Assessments & Reference Checks - Coordinate and review personality assessments and screening tools - Conduct reference checks and document feedback clearly and professionally How You’ll Work - 10–20 hours per week - Flexible schedule, with preferred overlap during weekday afternoons - You will work closely with the lead recruiter to support daily workflow - This role is designed to complement and align with existing schedules to ensure smooth handoffs and communication - Ideal for someone who enjoys structured work and thrives in a fast-paced environment What Success Looks Like - Interviews are scheduled quickly and accurately - Candidate records are complete, organized, and up to date - The recruitment process flows smoothly without bottlenecks - The team can stay focused on high-impact work (interviews and placements) Growth Opportunity This role may evolve to include increased involvement in candidate screening and interview support as you become more familiar with our process. If you’re someone who enjoys systems, organization, and playing a key role in making things run smoothly, we’d love to hear from you. Requirements - Strong administrative and organizational skills - 1–3 years of experience in administration, HR, or recruiting (or similar transferable experience) - Excellent written and verbal communication - Access to a reliable computer/laptop and internet connection for remote work, and comfort using personal equipment for work-related tasks - Comfortable with technology and quick to learn new systems - Experience with ATS platforms (Zoho Recruit or similar is an asset) - High attention to detail and ability to manage multiple priorities - Ability to work independently in a remote environment - A proactive mindset - someone who takes ownership and keeps things moving

About the Opportunity Our client is a growing mortgage professional based in Barrie, Ontario, focused on delivering thoughtful, well-structured mortgage solutions and a high level of client care. As the business continues to grow, they are seeking a long-term addition to the team and hiring for a Mortgage Underwriter & Fulfillment Specialist to become a key part of the operation - supporting files from post-intake through to funding. This role is ideal for someone who prefers to focus on the back end of the business, rather than sales or business development. This is an excellent opportunity to work directly with an experienced agent on a diverse range of files, playing a meaningful role in delivering a high-quality client experience. It is well-suited to someone seeking a long-term position and the opportunity to become an integral part of the team. The Role This is a high-ownership, end-to-end role where you will take over files after the initial client strategy call and manage them through underwriting, submission, and fulfillment. In addition to core underwriting responsibilities, this role will also support client communication, document coordination, and general administrative tasks as needed to ensure a smooth and efficient process. Key Responsibilities 1. Underwriting & Deal Structuring - Review applications, credit, and supporting documentation - Assess file strength and identify potential concerns early - Structure deals based on lender guidelines and client profiles - Recommend appropriate lenders (A, B, or alternative) - Ensure files are complete, logical, and submission-ready 2. Submission & Fulfillment - Submit files through Velocity - Manage lender communication, conditions, and follow-ups - Proactively move files forward to meet financing timelines - Troubleshoot issues and identify solutions to keep deals progressing 3. Document Collection & File Management - Oversee document collection and follow up with clients as needed - Review documentation for accuracy, completeness, and consistency - Maintain organized and up-to-date files in the Cloud and within the CRM (Go High Level) 4. Client Care & Administrative Support - Respond to client inquiries and provide updates throughout the process - Assist with pre-qualification support and general file coordination - Help manage CRM workflows, follow-ups, and client journey touchpoints - Support overall business operations as needed during lighter volume periods What Success Looks Like - Take ownership of files from post-intake through to funding - Demonstrate strong problem-solving and deal structuring ability - Maintain a high level of accuracy and organization - Keep files moving efficiently with minimal oversight - Become a trusted extension of the agent’s business Requirements - 3+ years of mortgage underwriting and fulfillment experience within the broker channel - Hands-on experience submitting deals to multiple lenders (A, B, and alternative) - Strong understanding of self-employed income review, rental property financing and credit-challenged and alternative lending scenarios. - Experience using mortgage submission platforms. Velocity experience would be an asset - Strong knowledge of lender guidelines and deal structuring fundamentals - Close attention to detail with a focus on accuracy and completeness - Strong communication skills, both written and verbal - Ability to manage multiple files and prioritize effectively in a fast-paced environment - Comfortable working independently in a remote setting - Proactive, solution-oriented mindset with a strong sense of ownership - Experience in client journey CRM’s is an asset