Job Description

Role: Mortgage - Document Fulfillment Specialist - Full-Time (Remote, Canada-Based Company)

Company:

Alltrust Mortgage Solutions (Canada)

Schedule:

Mon-Fri, 9:00 AM-5:00 PM Pacific Time (Vancouver)

Role Type:

Full-time, long-term

About Alltrust

We're a fast-growing mortgage brokerage based in Burnaby, BC. We help clients and referral partners move from application to funding with clarity, speed, and care. We're looking for a

reliable, detail-obsessed, client-focused Mortgage Document Fulfillment Specialist

who thrives on creating smooth experiences and owning outcomes.

What You'll Do:

Coordinate schedules: Book/reschedule client calls and appointments. Follow up like a pro: Track missing items via email, SMS, and phone; keep momentum on every file. Own the CRM: Enter new leads, update statuses, log notes, and maintain a clean pipeline. Collect & QC documents: Organize, name, and review supporting docs for completeness and accuracy. Prepare packages: Build signing packages and compliance files (Zoho Sign) with zero errors. Keep everyone aligned: Provide timely updates to clients, realtors, and partners. SOP excellence: Use checklists, meet SLAs, and escalate risks early. Light lender portal work: Assist with submissions/updates as directed by the underwriter.

What We're Looking For:

Excellent English (spoken & written); confident on calls with clients. Experience: 1-2+ years in

mortgage/loan processing, underwriting support, or financial services

preferred. Process & people: Strong customer service, clear communication, calm under deadlines. Software savvy: Comfortable jumping between apps, portals, and spreadsheets. Detail & discretion: You catch mistakes, protect sensitive info, and document everything. Ownership: Proactive, resourceful, and consistent without micromanagement.

Tools You'll Use:

CRM: BluMortgage (Zoho) Lender/LOS: Velocity Comms: WhatsApp (team), RingCentral (clients/partners) Calendars: HighLevel (Nick's calendar), Google Calendar Workspace: Google Workspace (Docs/Sheets/Drive) & Zoho Sign

What Success Looks Like (KPIs):

Response time: Same-day responses during shift; urgent items within 1-2 business hours. Doc accuracy: 99%+ correct naming, filing, and checklist completion. Throughput: On-time prep of packages and conditions according to SOP. Client/partner feedback: Consistently positive communication scores.

Why Join Us?

This isn't just another remote job. At Alltrust Mortgage Solutions, you'll be part of a tight-knit, high-performing team that values

communication, trust, and growth

.
We offer:

Performance-based bonuses

Team incentives tied to company milestones

Opportunities for career development.

Whether that's in operations, client care, or even transitioning into more senior roles in sales or underwriting. And most importantly, as the company grows --

we want you to have a piece of the pie.

Your success is our success.

How to Apply:

Please send your

resume

and a short

2-3 minute video

introducing yourself. In the video, include:

Something interesting about you Your relevant experience for this role Why you're interested in financial services
You can upload the video via

Loom

,

Google Drive

(make sure permissions are open), or attach an

.mp4 file

.

Email it to:

team@alltrustmortgage.com

Subject line:

"Purple Pineapple"

Make sure to strictly follow the instructions -- this helps us find applicants who pay attention to detail and care about doing great work.

Looking forward to meeting you and building something amazing together!

-- The Alltrust Mortgage Solutions Team

Job Types: Full-time, Permanent

Pay: $25.00-$30.00 per hour

Expected hours: 40 per week

Benefits:

Work from home
Work Location: Remote