Funding Specialist

Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast-to-coast achieve home ownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms.

Headquartered in Toronto, Ontario, Haventree Bank (Haventree) is a mission driven alternative mortgage lender. The name Haventree is representative of the bank’s mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system.

The Funding Specialist will be reporting to the Director, National Mortgage Operations and will be responsible for receiving, verifying mortgage documentation by ensuring the implementation of the internal processes. In addition, the bilingual Funding Specialist will ensure preparation of weekly reports and follow-ups.

• Prepares daily forecast report of deals expected to fund.
• Action underwriter requests for instructions and reinstructions to be sent to FCT.
• Prepares and sends mortgage documents for instruction to FCT.
• Receives and verifies solicitor documentation accepted by FCT and ensure Anti-Money Laundering and Know Your Client legislation have been complied with and meets Haventree Bank’s guidelines and policies.
• Monitors personal emails for status updates on files and relaying status to FCT.
• Maintains on-going communication with FCT by answering questions and concerns and ensuring follow-ups to the lawyer are accurate.
• Ensures accuracy and completeness of files ready to fund on Delta.
• Prepares and requests funds to be released from Finance.
• Prepares daily batch funding report of deals that have funded on FCT.
• Completes the post-funding requirement to successfully board a deal to Cognos.
• Manages the lawyer database on Delta.
• Completes Finance’s weekly commission report for closed deals.
• Reviews and satisfies the lender requirements for Amending Agreements.
• Strictly adheres to all company, business area and AML/ATF policies and procedures.
• Fluent in French and English is prefered.

• The position requires a college diploma

• The position requires a up to 3 years related experience in residential mortgage funding, lending and/or mortgage administration.
• Solid understanding of residential mortgage products and funding procedures together with post funding processes.
• Fluent in French and English (reading, writing and spoken.)
• Comfortable using Microsoft Outlook, Excel, Word, underwriting and servicing software platforms or Delta 360.
• Friendly attitude and strong professional communication skills both written and verbal.
• Able to quickly set priorities, remain disciplined and organize workload through effective time management.

While we thank everyone for their interest in Haventree Bank, please note that only candidates selected for an interview will be contacted. Haventree Bank is committed to providing accommodation when needed. If you require an accommodation, we will work with you to meet your needs.

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