Mortgage Funding Specialist

Position Description


The Mortgage Funding Specialist is responsible for providing support and funding services to the Residential Lending Department. This role will act as a support to the Manager, Mortgage Funding in recommending industry best practices/changes to procedures and successfully contributing to the overall servicing targets in an environment focused on operational and service excellence.

  • Responsible for all funding activities, collaborating with the Residential Lending team to ensure that deals close efficiently, on time and that the departmental targets are achieved.
  • Responsible for all post funding due diligence, ensuring file is complete, brokers are paid and appropriate letters are sent on a timely basis.
  • Respond promptly and collaboratively to resolve any system and accounting issues as identified by finance.
  • Establish and maintain key relationships with external business partners, such as FCT, solicitors, brokers and related 3rd parties.
  • Responsible for all related internal and external customer service activities, maintaining a best in class customer experience.
  • Identify and execute process improvement initiatives as required.
  • Ensure accurate record keeping – both electronic and paper based, and ensure that all records are stored and retained to meet Company standards.
  • Follow AML procedures on all files with an emphasis on “Know Your Client” rules.
  • Pro-actively identify actual and potential violations of AML regulatory requirements, internal policies and procedures or other AML/ATF risk situations at an early stage. Conducts appropriate inquiries and investigations in relation to any such situation and ensures that corrective actions and/or risk mitigation actions are implemented in a timely manner or escalated appropriately.
  • Adhere to compliance and operational risk controls in accordance with company’s policies and procedures.

Qualifications Required

  • Minimum of 2 years related experience in residential mortgage funding, law office or a related role.
  • Post-Secondary Education preferred.
  • Experienced in Commercial funding, an asset.
  • Demonstrates effective organizational and time management skills.
  • Demonstrates interpersonal and relationship building skills.
  • Solid written and verbal business communication skills.
  • Strong analytical skills.
  • Detail oriented with an acute attention to accuracy.

How to Apply

We invite you to apply easily through your LinkedIn account by clicking the link below:

To apply via email, please send you resume and cover letter here.

Community Trust Company welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.