Mortgage Funding Specialist

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.

We’re looking for our next Mortgage Funding Specialist. Could it be you?

Community Trust Company (CTC) is a member of the Questrade Group of Companies (QFG), which currently includes Questrade Inc., QuestEnterprise, Questrade Wealth Management Inc., CTC, Think!nsure Ltd., and Zolo Ventures Ltd.

What’s in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Hybrid and flexible work arrangements
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment
  
  
  

What’s it like working as a Mortgage Funding Specialist at Community Trust Company?

Reporting to the Senior Manager, Mortgage Funding, the Mortgage Funding Specialist is responsible for the settlement and delivery of all advances of mortgage loan funding for all products and business lines including Residential Lending. The Mortgage Funding Specialist will provide support and funding services to the Residential Lending Department and will contribute to the success of the department in achieving its goals while remaining focused on operational excellence, compliance and delivery of superior customer service.

Need more details? Keep reading...

In this role, responsibilities include but are not limited to:

• Collaborate with the Residential Lending team to ensure that deals close efficiently, and on time to achieve department targets
• Collect and review all pertinent documents received from the Solicitor to ensure documents meet all requirements and outstanding conditions and files are complete.
• Follow up with FCT and/or Solicitor for all required information.
• Collaborate with the Originations Team to resolve outstanding conditions.
• Process all transactions within the established service level agreement.
• Responsible for all post funding due diligence, including ensuring file is complete, brokers/agents are paid and Advance, and ensuring that Welcome 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 Solicitors, Brokers, and 3rd parties.
• Respond to and/or investigate all internal and external client inquiries within the department service standards
• Ensure accurate record keeping – both electronic and paper based and ensure that all records are stored and retained to meet CTC standards.
• Follow all AML policies and procedures with client accounts with an emphasis on “Know Your Client” rules
• Proactively identify actual and potential violations of AML regulatory requirements, internal policies and procedures or other AML/ATF risk situations at an early stage. Conduct appropriate inquiries and investigations in relation to any such situation and ensure 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.
  
  
  

So are YOU our next Mortgage Funding Specialist? You are if you…

• Minimum of 2 years related experience in mortgage funding, law office, financial services, or a related role.
• Post-Secondary Education preferred.
• Sound understanding of registered products.
• Demonstrates effective organizational and time management skills.
• Demonstrates interpersonal and relationship building skills.
• Solid written and verbal business communication skills.
• Strong analytical skills.
• Intermediate knowledge of Microsoft Word, Excel, PowerPoint and Outlook.
• Detail oriented with an acute attention to accuracy.
  
  
  

Additional Kudos If You…

• Working knowledge of financial regulatory requirements on registered products, AML, and Compliance is an asset
  
  
  

Sounds like you? Click below to apply!

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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

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