Mortgage Fulfillment & Client Success Coordinator - AB

Mortgage Fulfillment & Client Success Coordinator - AB

Salary $60,000–$75,000+ per year (combination of base plus bonus)

Job Type Full time

Work Experience 1-3 years

City Edmonton

State/Province Alberta

Country Canada

Date Opened 06/03/2026

Job Description
Confidential Search Managed by The HR Pro

About the Opportunity
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. Preference will be given to candidates in Alberta; however, we will consider strong candidates from other provinces.

The Role
Working directly with the business owner, you will take ownership of mortgage files once they have been submitted to the lender and conditionally approved.

You will become the central hub for communication between clients, lenders, lawyers, and referral partners while ensuring files move smoothly from commitment through funding and post-closing follow-up.

In addition to mortgage fulfillment responsibilities, you will play a key role in improving internal systems, documenting processes, maintaining databases, tracking business metrics, and supporting the overall growth of the organization.

This is a role for someone who genuinely loves checklists, organization, spreadsheets, processes, and making sure nothing falls through the cracks.

Key Responsibilities

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 drop-off 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…