The Role
This role is primarily responsible for the accurate and efficient review of documentation provided in support of mortgage files in alignment with Neo’s guidelines as well as, corresponding with brokers for any outstanding items. Reporting to the Senior Manager, Mortgage Underwriting, this role will assist the overall efficiency of our underwriting team, while mitigating fraud, as we help Canadians find their forever homes.
What you'll be doing:
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
Who we are looking for:
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 information 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 quality 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
Working at Neo:
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 rewarding 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. If this resonates with you, keep reading.
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 primarily 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.
All team members have a stake in Neo’s success and earn meaningful equity through stock options. This ownership mindset is at the heart of everything we do — when Neo grows, we all grow. If you’ve heard that Neo employees work hard, it’s true. We hold ourselves accountable for delivering on our commitments to our customers, partners, and each other. Working at Neo means taking ownership of your work and driving results, knowing that your contributions directly impact the company’s success.
Apply with us:
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.
