Mortgage Fulfillment & Client Success Coordinator

This is a remote position.
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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.  This is a fully remote position. While we welcome applications from across Canada, preference will be given to candidates located in Alberta due to the highly collaborative nature of the role. Candidates outside Alberta must be comfortable working primarily within Mountain Time business hours.

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

Mortgage Fulfillment & Client Service

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 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 content

Assist with presentation materials and marketing support as required

Who Will Thrive in This Role

You may be an excellent fit if you:

Love organization, structure, and systems

Enjoy improving processes and creating efficiencies

Take pride in keeping everything on track

Are naturally proactive and self-directed

Enjoy helping people without being in a sales role

Communicate professionally and confidently

Stay calm under pressure

Enjoy working closely with an entrepreneurial business owner

Are comfortable speaking up and offering ideas when needed

Why This Opportunity Is Different

This is an opportunity to become an integral part of a growing business and work directly alongside a highly respected mortgage professional who genuinely values relationships, communication, personal growth, and work-life balance.

You won't be just another employee.

You'll become a trusted partner helping shape the future growth of the business while making a meaningful impact on clients' lives every day.

If you love mortgages, thrive on organization, and enjoy being the person who keeps everything running smoothly, we'd love to hear from you.

#hiringlp

Requirements

Required

Minimum 2 years of mortgage industry experience

Experience in mortgage underwriting, fulfillment, administration, or brokerage operations

Exceptional written and verbal communication skills

Strong organizational and time-management abilities

High attention to detail and accuracy

Ability to manage multiple files and priorities simultaneously

Advanced computer proficiency and comfort learning new systems

Strong Microsoft Excel skills

Ability to work independently with minimal supervision

Professional, client-focused communication style

Preferred

Licensed Mortgage Associate/Broker (or willingness to obtain Alberta licensing if required)

Experience using Expert

Experience with CRM systems

Experience working within a mortgage brokerage environment

Previous fulfillment or operations experience

Alberta-based candidates (preferred but not required)

Benefits

Compensation & Benefits

Compensation includes a base salary, funded-deal incentives, and bonus opportunities. The successful candidate's total earnings will vary based on business volume and performance. Current projections place total compensation in the $60,000–$75,000+ range, with additional upside as the business continues to grow.

Full-time position (Monday to Friday)

Remote work flexibility

All equipment, software, training, and licensing support provided

Long-term growth opportunity within a growing business

Based on current business volumes, total compensation is expected to exceed the base salary significantly through performance-based earnings.