Mortgage Fulfillment Officer

Mortgage Fulfillment Officer – Neo Financial

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At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly scaling tech startup isn’t for everyone. It’s complex, fast-paced, high‑pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is one of the fastest‑growing fintech companies in Canada.

• #1 on Deloitte’s Technology Fast 50 for 2023, 2024, and 2025 – the first company ever to achieve a three‑peat at the top!
• #1 Fastest Growing Company in Canada for 2024 by Globe & Mail
• Top‑ranked mobile apps and credit cards
• Team of 500+ people
• 1M+ customers
• 10K+ retail partners

Reporting to the Senior Manager, Mortgage Fulfillment, you will be crucial in streamlining the mortgage approval process for Canadians. Your core responsibilities include the accurate and efficient review of mortgage documentation to ensure strict adherence to Neo's guidelines and proactive communication with brokers to secure all outstanding items. This role is key to maintaining the efficiency of our underwriting team and serves as a vital safeguard for fraud mitigation.

• Follow up with mortgage brokers for outstanding documents, ensuring each document is reviewed, complete and accurate
• Conduct verbal verification of employment, ensuring that all proper due diligence is exercised
• Manage the Documents Management System and ensure that documents are handled within the established SLA
• Satisfy conditions to bring files to broker complete
• Liaise with and manage communication from third party service providers
• Keep informed of Neo mortgage products/services, interest rates, lending guidelines and other pertinent information
• Complete ad‑hoc requests on an as‑needed basis

• Minimum 1‑2 years of mortgage fulfillment experience in the Canadian mortgage industry
• A self‑starter, with a positive attitude who can lead by example
• Experienced with Google Suite platform
• Strong verbal and written communication skills
• Proven ability to foster and maintain strong business relationships
• Organized and process‑oriented, with strong problem‑solving skills
• Ability to work under high pressure and multi‑task in a fast‑paced, deadline‑driven environment with a strong attention to detail
• Able to work independently and as part of a team
• Project Manager:
  You take ownership of anything that is assigned to you
• Analytical:
  You can break down complex for our clients
• Resourceful:
  You may not have all the answers, but you know how to get them
• Proactive:
  You are never idle and love being busy
• Ability to comprehend and assess documentation relating to mortgage down payment and borrower income confirmation
• Mindful awareness of fraud risk in the mortgage industry and the ability to address concerns relating to suspected misrepresentation when required
• Detailed knowledge of mortgage funding and assurance processes
• Positive attitude:
  We have a great culture and want to preserve it
• Relevant post‑secondary degree and/or experience as a mortgage professional

The people who thrive at Neo are resourceful, growth‑oriented, and driven to win. We hold ourselves to high standards because we’re on a mission that matters: to build a more financial future for all Canadians. As individuals and as a team, we constantly challenge ourselves and each other to do our best work for our customers. Our commitment to customer success drives everything we do, from building intuitive products to providing exceptional support at every step of their journey.

We trust, respect, and support each other. This means honest conversations, constructive input, and continuous support. You’ll be surrounded by people who push you to be your best. We collaborate in person across our Calgary, Winnipeg, and Toronto offices. As we evolve rapidly, we’re looking for change‑makers who thrive on challenge—people who would rather blaze a trail through uncertainty than follow a well‑paved path.

We believe in equal opportunity and are committed to creating an inclusive climate where everyone can thrive. Customers trust us with their finances, so successful candidates for this position will be required to undergo a security screening, including a criminal records check and a credit check.

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