Trading Back Office jobs

New Haven administers +$150 million in mortgages across Ontario with an aim to become a leading alternative lender. This position – Fulfillment Specialist – plays a critical role in supporting the funding and completion of mortgage transactions by ensuring files are processed accurately, efficiently, and in accordance with lender, broker, and regulatory requirements.

Our team is looking for a detail-oriented, solutions-driven professional with strong organizational skills and a sense of urgency. In this role, you will coordinate closely with Mortgage Originations, Underwriting, Legal, and external partners to ensure files are advanced smoothly from approval through to funding.

Responsibilities

• Manage mortgage files from commitment sign back through to funding
• Review commitment letters and ensure all documentation and conditions are satisfied in a timely manner
• Collect, review, and validate required documentation (borrower, property, legal, and closing)
• Ensure each mortgage file is documented in accordance with KYC/AML requirements
• Liaise with brokers, borrowers, solicitors, and internal teams to facilitate file progression and resolve outstanding items
• Instruct and follow up with solicitors to ensure timely closings and proper execution of documents
• Ensure compliance with internal policies, lender guidelines, and regulatory requirements at every stage of the process
• Maintain accurate and up-to-date records within internal systems
• Provide regular status updates to internal stakeholders and escalate issues where appropriate
• Coordinate with Accounting and Mortgage Administration teams to support funding and payment processing
• Review the solicitor closing package and ensure file accuracy and completeness on internal systems

Knowledge & Experience

• 2+ years of experience in mortgage processing, funding or fulfillment at a Trust Company or Private Lender
• Post-secondary education in Business Administration, Finance, or a related field is preferred
• Strong understanding of mortgage documentation, funding processes, and closing requirements
• Proficiency in MS Office, Mortgage Automator, HubSpot, and similar systems

Skill Requirements

• Strong attention to detail with a focus on accuracy and quality of work
• Excellent organizational and time management skills in a deadline-driven environment
• Strong verbal and written communication skills
• Ability to manage multiple files simultaneously and prioritize effectively
• Problem-solving mindset with sound judgment
• High level of professionalism and client service orientation
• Value and possess strong competency in the following behaviours: Collaboration, Relationship Building, Communication, and Integrity
• The ability to perform effectively in a team environment and excel under pressure amid demanding deadlines
• Flexibility, adaptability, and reliability

Job Type/Hours

• Full-time hybrid 2-3 days per week at our Head Office (1500-150 Ferrand Drive, Toronto ON, M3C 3E5)
• Monday to Friday, 9:00 AM to 5:00 PM (overtime may be required from time to time)
• Hiring Salary Range: 55,000 – 65,000
• This posting is for 2 vacancies

Artificial Intelligence Disclosure: Our team may use AI‑enabled tools to help screen applications based on job‑related criteria and assist with note-taking. Human reviewers are involved in all selection decisions.

New Haven is committed to building a diverse workforce that is representative of the communities we serve. Accommodation will be provided in all parts of the recruitment and assessment process as required under New Haven's Accessibility policies and procedures. Applicants must make their accommodation needs known upon requests for interviews.

We thank all applicants for submitting their application, however only selected candidates will be contacted for an interview.

Pay: $55,000.00-$65,000.00 per year

Application question(s):

• Are you willing to undergo a background check, in accordance with local law/regulations?
• This is a hybrid role, with 2-3 days per week in-office (Ferrand Drive, Toronto). Are you able to meet this requirement?
• Are you legally entitled to work in Canada?

Experience:

• Mortgage Processing, Funding or Fulfillment: 2 years (preferred)

Work Location: Hybrid remote in North York, ON M3C 3E5