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Mortgage Onboarding Specialist Jobs

Mortgage Production Specialist (Remote 100%) Hourly $32
By Southern Bancorp,LLC At Canada
Verify, review, and track all requested documents in mortgage management software
Use documentation to perform functions, such as calculating verified income or verifying assets, and update mortgage management software accordingly
Maintain a focus on enhancing customer service skills and knowledge
Order all necessary documents to satisfy AUS findings, investor and agency requirements
Ensure KPI’s are met as set forth by the processing manager
Review and confirm program eligibility as submitted, assist lender with necessary updates or changes
Onboarding Specialist - Digital Velocity_100%Remote
By CDW.LLC At Canada
Address consultant needs as follows: Maintain awareness of employment laws as it relates to talent acquisition and onboarding
Conduct ad-hoc reporting which may include turnover data, workforce counts, placement analysis, etc.
Handle sensitive data with a strong sense of privacy and confidentiality
Identify areas for process improvement and recommend change as necessary
Ability to maintain confidentiality of sensitive coworker information is required
Strong attention to detail while being results and solutions driven
Mortgage Specialist Jobs
By ATB Financial At Calgary, Alberta, Canada
Excellent organizational skills and the ability to manage priorities
Establish strong working relations with internal stakeholders, including Regional Vice-Presidents, Branch Managers and Relationship Managers.
Deliver a positive client experience while seeking feedback to find opportunities to improve the overall client experience.
Min. 3-5 years of experience in retail lending
Strong knowledge of mortgage products
At ATB, we know that as you develop in your career, you gain many transferable skills.
Mortgage Specialist Jobs
By ATB Financial At Medicine Hat, Alberta, Canada
Excellent organizational skills and the ability to manage priorities
Establish strong working relations with internal stakeholders, including Regional Vice-Presidents, Branch Managers and Relationship Managers.
Deliver a positive client experience while seeking feedback to find opportunities to improve the overall client experience.
Min. 3-5 years of experience in retail lending
Strong knowledge of mortgage products
At ATB, we know that as you develop in your career, you gain many transferable skills.
Supplier Onboarding Specialist Jobs
By Kelly Services (Canada), Ltd. At Calgary, Alberta, Canada
• Broad experience in supplier data management, implementation, supplier relationships, and P2P processes and tools
Certifications in disciplines such as Procurement (SCMP/CPSM), Inventory Management, Lean/Six Sigma, or Operational Planning
• Knowledge and experience in the functional elements of supply chain
• Knowledge and Experience in SAP Ariba's Supplier Lifecycle and Performance (SLP) module
• Perform additional task as assigned and defined by the Sr. Manager, Procurement Systems, Services & Contracts.
• 4-6 Years onboarding experience
Mortgage Specialist Jobs
By BMO At Prince George, British Columbia, Canada
Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
Specialized knowledge from education and/or business experience.
Broader work or accountabilities may be assigned as needed. Qualifications:
Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.
Mortgage Specialist Jobs
By BMO At Kelowna, British Columbia, Canada
Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
Specialized knowledge from education and/or business experience.
Broader work or accountabilities may be assigned as needed. Qualifications:
Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.
Mortgage Specialist Jobs
By BMO At Sechelt, British Columbia, Canada
Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
Specialized knowledge from education and/or business experience.
Broader work or accountabilities may be assigned as needed. Qualifications:
Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.
Mortgage Specialist Jobs
By BMO At Westmount, Quebec, Canada
Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
Specialized knowledge from education and/or business experience.
Broader work or accountabilities may be assigned as needed. Qualifications:
Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.
Solar Sales Onboarding Specialist
By Infinity Solar USA At Vancouver, British Columbia, Canada
Create and send Employment offers and Contractor Agreements
Update Hiring manager where applicant is in the process
Excellent written and verbal communication skills
Communicate any issues or concerns to manager
1+ years of experience in HR or recruiting preferred
Experience with ADP Workforce Now
Mortgage Specialist Jobs
By BMO At Mont-St-Hilaire, Quebec, Canada
Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
Specialized knowledge from education and/or business experience.
Broader work or accountabilities may be assigned as needed. Qualifications:
Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.
Healthcare Onboarding Specialist Jobs
By Express Healthcare Professionals - Red Deer At Red Deer, Alberta, Canada

Join Our Team as a Healthcare Onboarding Specialist! Are you passionate about making a difference in the healthcare industry? Do you thrive in a dynamic, fast-paced environment? If so, Express ...

Hubspot Onboarding + Support Specialist
By ThinkFuel Inc. At Canada
You have strong data management and analytical skills
A candidate with agency experience and/or experience implementing CRM and marketing automation platforms
Can manage simultaneous software implementations for multiple clients
Can effectively project manage and create organized plans that ensure customer success post-onboarding
You have completed any of the following certifications:
You have experience in all HubSpot Hubs and have worked within the platform for 3-5 years minimum.
Mortgage Specialist Jobs
By BMO At Québec, Quebec, Canada
Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
Specialized knowledge from education and/or business experience.
Broader work or accountabilities may be assigned as needed. Qualifications:
Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.
Accounting Team Lead - Onboarding Specialist
By Treewalk At Canada
5+ years of accounting experience
Confident presence and strong communication skills
Clear understanding of bookkeeping and internal finance processes
Advanced experience with QuickBooks Online
Advanced experience with other accounting software and tools such as; QuickBooks Desktop, Sage 50, DEXT and Plooto
Experience documenting firm/client best practices and SOPs
Mobile Mortgage Specialist [Td Bank]
By CareerBeacon At Burnaby, British Columbia, Canada
This Position Sets You Up For Success By Offering
Making Your Well-being a Priority
Our Commitment to Diversity, Equity, and Inclusion
How We're Helping Make An Impact In Communities
Mortgage Specialist Jobs
By RBC At Greater Sudbury, Ontario, Canada
Experience with emerging communications and technology (i.e., web based meetings, social media, Digital Banking and Mobile Applications )
Previous experience as a mortgage lender
Strong knowledge of the mortgage origination business and home financing products
Excellent presentation and organizational skills
A comprehensive Total Rewards Program of flexible benefits, unlimited commission pay, and pension options
Cultivate local business opportunities and seek out new customers through relationship building within the community and your centres of influence
Bilingual Talent Onboarding Specialist
By Adecco At Canada
Completion of post-secondary education in related field or years of equivalent experience demonstrating progressive responsibility
A minimum of six (6) months to one (1) year related experience, ideally in a service-oriented environment
Working knowledge of labour, employment laws and general HR practices would be an asset
Superior organizational skills to meet deadlines consistently while effectively managing multiple tasks, and prioritizing any new tasks as required
Initiating and scheduling pre-employment onboarding, screening, background checks and reference checks, when applicable
Maintaining and updating thorough, accurate and compliant documentation of all customer, candidate and associate interactions using the front office system
Mortgage Specialist Jobs
By OutsourceHR At Toronto, Ontario, Canada
• Manage and maintain condition management
What This Job Offers Employees:
• Health and dental benefits with your choice of health and/or wellness spending account
• Offering hybrid-work environments for specific roles
Years and Range of Experience Required to Perform the Job:
Bilingual Mortgage Operations Specialist - Toronto
Mortgage Specialist Jobs
By RBC At Edmonton, Alberta, Canada
Previous experience as a mortgage lender
Strong knowledge of the mortgage origination business and home financing products
Excellent presentation and organizational skills
A comprehensive Total Rewards Program of flexible benefits, unlimited commission pay, and pension options
Cultivate local business opportunities and seek out new customers through relationship building within the community and your centres of influence
Develop a loyal client base by providing exceptional mortgage advice and financial solutions

Are you looking for an exciting opportunity to join a fast-growing mortgage company? We are looking for a Mortgage Onboarding Specialist to join our team and help us provide our customers with the best possible experience. As a Mortgage Onboarding Specialist, you will be responsible for ensuring that all loan applications are processed quickly and accurately. You will also be responsible for providing excellent customer service and helping customers understand the loan process. If you have a passion for helping people and a drive to succeed, this is the perfect job for you!

An Mortgage Onboarding Specialist is responsible for ensuring that all mortgage applications are processed in a timely and accurate manner. They must review and verify all documents, ensure compliance with all applicable laws and regulations, and provide customer service to applicants. To become an Mortgage Onboarding Specialist, you should have a high school diploma or equivalent, experience in the mortgage industry, and excellent customer service skills. You should also have strong organizational, communication, and problem-solving skills.

Mortgage Onboarding Specialist skills required for your resume and career include:

• Knowledge of mortgage industry regulations and laws
• Excellent customer service skills
• Strong organizational and problem-solving skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Ability to multitask and prioritize tasks
• Attention to detail
• Excellent communication skills

Mortgage Onboarding Specialist knowledge for your resume and career include:

• Understanding of mortgage loan origination and processing
• Knowledge of mortgage loan products and services
• Understanding of mortgage loan underwriting guidelines
• Knowledge of mortgage loan closing processes
• Understanding of mortgage loan servicing
• Knowledge of mortgage loan fraud prevention
• Understanding of mortgage loan compliance regulations

Mortgage Onboarding Specialist responsibilities for your resume and career include:

• Reviewing and verifying all mortgage loan documents
• Ensuring compliance with all applicable laws and regulations
• Processing mortgage loan applications in a timely and accurate manner
• Providing customer service to applicants
• Assisting with loan origination and closing processes
• Maintaining accurate records of all mortgage loan activities
• Identifying and resolving any issues that arise during the loan process
• Monitoring mortgage loan servicing activities

Mortgage Onboarding Specialist experience for your resume and career include:

• Previous experience in the mortgage industry
• Previous experience in customer service
• Previous experience in loan origination and processing
• Previous experience in loan underwriting
• Previous experience in loan closing
• Previous experience in loan servicing
• Previous experience in fraud prevention

Mortgage Onboarding Specialist qualifications for your resume and career include:

• High school diploma or equivalent
• Relevant certifications or licenses
• Ability to pass a background check
• Ability to pass a credit check

Mortgage Onboarding Specialist educations for your resume and career include:

• Bachelor’s degree in finance, business, or a related field
• Associate’s degree in finance, business, or a related field
• Certificate in mortgage loan origination or processing

Tools that help Mortgage Onboarding Specialists work better include:

• Mortgage loan origination software
• Mortgage loan processing software
• Mortgage loan underwriting software
• Mortgage loan closing software
• Mortgage loan servicing software
• Mortgage loan fraud prevention software

Good tips to help Mortgage Onboarding Specialists do more effectively include:

• Stay up to date on industry regulations and laws
• Develop strong customer service skills
• Maintain accurate records of all mortgage loan activities
• Identify and resolve any issues that arise during the loan process
• Monitor mortgage loan servicing activities
• Develop strong organizational and problem-solving skills

Common Mortgage Onboarding Specialist interview questions include:

• What experience do you have in the mortgage industry?
• What do you know about mortgage loan origination and processing?
• How do you ensure compliance with all applicable laws and regulations?
• What customer service skills do you possess?
• How do you prioritize tasks?
• What do you know about mortgage loan underwriting guidelines?