Full-Time Fulfillment Officer - Pegasus Mortgage & Financial Solutions - Toronto, ON

Our brokerage is currently looking for a new Full Time Fulfillment Officer.

Details of Position:

• 40 hrs a week


• Mon to Friday from 10am to 6pm. Saturday schedule should be open if assigned by the brokerage.


• Two year commitment contract with 3 months probation.

Requirements:

• To be accurate in the handling of all setup, processing exception and fulfillment functions.


• Good communication, organizational skills and ability prioritize duties on the daily basis are essential


• Ability to work in pressure situations, due to high volumes, limited time frames and ensure priority processing.


• Strong team building skills to ensure co-operative working relationship with co-workers.


• Work independently with little direction.


• Previous Administrative experience is an asset.


• Min 1 yr of financial experience

Accountability and Objectives:

• Assume ownership of mortgage once commitment issued


• Create Pegasus Portfolio Accurately as per the portfolio checklist


• Review commitments in full, discuss commitment with Pegasus Credit Analyst when assuming ownership and list all documents pending/received in Fulfilment Checklist


• Scan all checklists and store in appropriate deal folders


• Sorting &Scanning docs and properly sending them to lenders to meet mortgage conditions


• Until a file broker complete status is received you will ensure multiple follow ups with the underwriter on a daily basis to obtain File broker complete status


• Ensure that the final fulfillment checklist is completed once file is broker complete


• Ensure daily follow up on all mortgage transactions in pipeline with all parties involved underwriters and mortgage agents


• Ensure daily updates are provided on all mortgage transactions in pipeline with all parties involved underwriters and mortgage agents


• All daily emails and tasks to be completed on same day and not left for the next day


• All supporting documents to be sent out to lenders on the same day and not left for the next day


• Each time you communicate with the lender in regards to fulfillment of documents an email has to be sent to the agent to constantly give them an update.


• Ensure all fee directions are sent to lawyers via email and follow up subsequently on confirmation of receipt by the lawyer of the direction


• Order appraisals on NAS and Solidifi Portal. Follow up with agent/appraisal so that appraisal is done in a timely manner. Ensure lender has a copy of the appraisal link and ensure you have confirmation from the lender that an appraisal has been received and approved.


• Audit completed mortgage files


• Help Pegasus Mortgage Administrator and other staff on tasks as per brokerage needs.


• Brokerage has the right to add any additional tasks as needed.

If you are interested, please send me a cover letter and copy of your resume.

We thank all of the applicants for applying and only the ones who qualifies will be contacted.

Regards ,

Richard Ng , Business Development Manager
Pegasus Mortgage & Financial Solutions , Lic # 11479
Head Office: 1457 McCowan Rd, Suite 202
Scarborough, ON, M1S 5K7