Neo Financial

4 weeks ago

Director, Mortgage Fulfillment

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Strategic mortgage fulfillment leader responsible for end-to-end underwriting-to-funding operations, scaling a high-performing team, and driving automation and governance to ensure timely, compliant funding for Canadian mortgages.

Location: Calgary

Workplace: Onsite

Employment Type: Full time

Job Function: Supply Chain & Logistics

Seniority: Director level

Key Responsibilities

•Lead, mentor, and develop a multi-tier fulfillment function (Managers, Team Leads, Mortgage Fulfillment Officers) and manage workforce planning to scale with volume forecasts
•Command the end-to-end mortgage fulfillment process from condition review through document collection and funding readiness, ensuring compliance and structural soundness
•Design and implement initiatives focused on technology adoption, workflow optimization, and process automation to eliminate manual friction
•Collaborate with Underwriting, Sales, and Quality Control to remove bottlenecks and improve time-to-fund and look-to-book conversion
•Establish and enforce rigorous fulfillment standards and controls to mitigate fraud and documentation risk and support audits and investor requirements

Pay and Benefits

Salary: CAD 100,000 - 130,000 annually

Equity and Bonus:Equity

Perks:EquityAnnual Bonus

Key Requirements

•Proven senior management experience in mortgage fulfillment or underwriting within the Canadian mortgage market
•Demonstrated ability to lead and develop large operational teams, with KPI setting and accountability
•Experience driving technology adoption, workflow optimization, and process automation to scale fulfillment
•Strong understanding of regulatory and investor guidelines, and ability to maintain a zero-defect audit pipeline
•Executive communication skills, with capability to translate operational metrics into strategic insights for leadership

Experience:FintechMortgageCanadaMortgagesFinancial services

Skills:LeadershipCommunicationProblem-solvingStrategic thinkingCollaboration

Languages:English

Company Brief

Neo Financial

Neo Financial is a Canadian fintech offering credit cards, savings and spending accounts, investing, mortgages, and merchant loyalty/embedded finance solutions through partnerships with regulated banks and major retailers.

Industry: Neobanking

Company Size: Large (251 to 1,000 employees)

Growth: Scaleup

Valuation: USD 500M to 1B

Funding: Series D

Headquarters: Calgary, Canada

Founded: 2019

Glassdoor: 2.7

Website LinkedIn Glassdoor

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Neo Financial

4 weeks ago

Director, Mortgage Fulfillment

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Calgary

Workplace: Onsite

Employment Type: Full time

Job Function: Supply Chain & Logistics

Seniority: Director level

Key Responsibilities

•Lead, mentor, and develop a multi-tier fulfillment function (Managers, Team Leads, Mortgage Fulfillment Officers) and manage workforce planning to scale with volume forecasts
•Command the end-to-end mortgage fulfillment process from condition review through document collection and funding readiness, ensuring compliance and structural soundness
•Design and implement initiatives focused on technology adoption, workflow optimization, and process automation to eliminate manual friction
•Collaborate with Underwriting, Sales, and Quality Control to remove bottlenecks and improve time-to-fund and look-to-book conversion
•Establish and enforce rigorous fulfillment standards and controls to mitigate fraud and documentation risk and support audits and investor requirements

Pay and Benefits

Salary: CAD 100,000 - 130,000 annually

Equity and Bonus:Equity

Perks:EquityAnnual Bonus

Key Requirements

•Proven senior management experience in mortgage fulfillment or underwriting within the Canadian mortgage market
•Demonstrated ability to lead and develop large operational teams, with KPI setting and accountability
•Experience driving technology adoption, workflow optimization, and process automation to scale fulfillment
•Strong understanding of regulatory and investor guidelines, and ability to maintain a zero-defect audit pipeline
•Executive communication skills, with capability to translate operational metrics into strategic insights for leadership

Experience:FintechMortgageCanadaMortgagesFinancial services

Skills:LeadershipCommunicationProblem-solvingStrategic thinkingCollaboration

Languages:English

Company Brief

Neo Financial

Industry: Neobanking

Company Size: Large (251 to 1,000 employees)

Growth: Scaleup

Valuation: USD 500M to 1B

Funding: Series D

Headquarters: Calgary, Canada

Founded: 2019

Glassdoor: 2.7

Website LinkedIn Glassdoor