17 meilleures offres (finance coordinator) (à pourvoir)

Mortgage Fulfillment & Client Success Coordinator - AB
The HR Pro —Edmonton, AB
- De 60 000 $ à 75 000 $ par an
- Temps plein
- Travail hybride
- Logiciels de GRC/CRM
- Microsoft Excel
- Expérience administrative
- Travail à domicile
il y a 1 jour
Philanthropy Coordinator (Research, AI & Health Equity)
Unity Health Toronto —Toronto, ON
- Fins de semaine au besoin
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Program Coordinator – Financial Literacy
Elizabeth Fry Society of Northern Alberta —Edmonton, AB
- De 26 $ à 29 $ de l’heure
- Fins de semaine au besoin
- Psychologie
- Gestion de budget
- En présentiel
- Assurance Dentaire
- Programme d'Aide aux Employés
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Financial Coordinator
Obsidian Advisory Group —Colombie-Britannique
- De 70 000 $ à 80 000 $ par an
- Temps plein
- Télétravail
- Microsoft Excel
- Expérience administrative
- Comptabilité
- Assurance Dentaire
- Travail à domicile
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Coordinator, Community Capital
First Nations Health Authority —Metro Vancouver Regional District, BC
- De 71 162 $ à 76 675 $ par an
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- Travail hybride
- Microsoft Office
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- Diplôme d'études secondaires
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Insurance Services Coordinator
Young Financial Group —Waterloo, ON
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- Temps plein
- Microsoft Office
- Expérience administrative
- Sens de l'organisation
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17 h
Senior Insurance Coordinator
Doctors of BC —Vancouver, BC
- De 63 600 $ à 79 500 $ par an
- Télétravail
- Vente
- Salesforce
- Esprit d'analyse
15 h
Finance Coordinator - Leagues
BC Hockey —Saanichton, BC
- De 52 000 $ à 64 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Assurance Invalidité
- Assurance Dentaire
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Sr. Operations Analyst - Application Coordinator, Banking Applications
Royal Bank of Canada —Toronto, ON
- Temps plein
- Informatique
- Informatique
- Ingénierie
il y a 8 jours
Office Administrator & Financial Coordinator
Spectacle —Toronto, ON
- Temps plein
- Travail hybride
- Microsoft Excel
- Gestion des stocks
- Finance
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Payroll Coordinator/ Finance Support
Mikisew Awasis Kisiwatsowin Society —Fort McMurray, AB
- Heures supplémentaires
- Systèmes PGI
- Microsoft Office
- Finance
- Jours fériés payés
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Global Insurance Certificate Coordinator
AtkinsRéalis —Montréal, QC
- Temps plein
- Travail hybride
- Bilingue
- Anglais
- Microsoft Office
12 h
Administrative Assistant / Coordinator – Financial Planning, Risk & Contract Management
Partners Community Health —Mississauga, ON
- De 58 000 $ à 74 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
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Financial Coordinator
Waskasoo Environmental Education Society (WEES) —Red Deer, AB
- De 25 $ à 30 $ de l’heure
- Temps partiel
- Microsoft Excel
- Microsoft Office
- Finance
- Congés payés
- Heures d’arrivée et de départ flexibles
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il y a 13 jours
Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
Aviso Wealth —Regina, SK
- Travail de bureau
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Dental Treatment/Insurance Coordinator
Burnaby Heights Dental Centre —Burnaby, BC
- De 26 $ à 35 $ de l’heure
- Temps plein
- Sens de l'organisation
- En présentiel
- Compétences en communication
- Assurance Dentaire
- Congés payés
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Investment Service Coordinator
C.I. Financial Ltd. —Sherwood Park, AB
- Temps plein
- Bilingue
- Microsoft Word
- Logiciels de GRC/CRM
- Assurance Invalidité
Postuler rapidement
il y a 3 jours

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Mortgage Fulfillment & Client Success Coordinator - AB

The HR Pro
Edmonton, AB

Postuler dès maintenant

Détails du poste

Temps plein
De 60 000 $ à 75 000 $ par an
Il y a 1 jour

Profil recherché

Logiciels de GRC/CRM
Microsoft Excel
Expérience administrative
Compétences en informatique
Compétences en communication
Gestion du temps

Description complète du poste

Confidential Search Managed by The HR Pro

About the Opportunity

Our client is a highly successful mortgage professional based in Edmonton, Alberta, who has built an exceptional reputation through referrals, relationships, outstanding client service, and a genuine passion for helping people achieve their home ownership goals.

As the business continues to experience significant growth, they are seeking a Mortgage Fulfillment & Client Success Coordinator to become their right-hand person and play a critical role in supporting both the client experience and day-to-day operations of the business.

This is not a traditional mortgage administration position.

This role combines mortgage fulfillment, underwriting support, operations coordination, process improvement, client communication, and business administration. The successful candidate will help create structure, build systems, improve workflows, and ensure every client receives an exceptional experience from application through funding and beyond.

This opportunity is ideal for someone who enjoys the mortgage industry but prefers operations, organization, systems, and client service over networking, sales, and business development. This is a hybrid position, and candidates must be in the Edmonton area in Alberta.

The Role

Working directly with the business owner, you will take ownership of mortgage files once they have been submitted to the lender and conditionally approved.

You will become the central hub for communication between clients, lenders, lawyers, and referral partners while ensuring files move smoothly from commitment through funding and post-closing follow-up.

In addition to mortgage fulfillment responsibilities, you will play a key role in improving internal systems, documenting processes, maintaining databases, tracking business metrics, and supporting the overall growth of the organization.

This is a role for someone who genuinely loves checklists, organization, spreadsheets, processes, and making sure nothing falls through the cracks.

Key Responsibilities

Mortgage Fulfillment & Client Service

Manage mortgage files from conditional approval through funding
Communicate with clients regarding outstanding documentation and conditions
Liaise with lenders, lawyers, appraisers, insurers, and realtors
Upload documents to lender portals and maintain accurate file records
Prepare approval packages and client communications
Coordinate signing appointments and closing requirements
Monitor files to ensure deadlines and conditions are met
Audit completed files for accuracy and compliance

Operations & Administration

Open and organize new client files
Build applications and maintain information within mortgage systems
Sort, save, and manage client documentation
Maintain CRM records and client databases
Track leads follow-up activities and renewal opportunities
Prepare reports and spreadsheets tracking business activity
Assist with year-end administrative and financial preparation
Monitor expenses, revenue tracking, and business reporting
Ensure payroll and contractor payments are accurate

Client Retention & Relationship Management

Maintain ongoing communication with pre-approval clients
Coordinate birthday, anniversary, and milestone communications
Send thank-you cards and drop-off client appreciation items
Coordinate referral partner gifts and acknowledgements
Support client review and testimonial initiatives
Manage post-closing follow-up communications

Systems & Process Improvement

Help develop and implement SOPs, workflows, and operational processes
Improve efficiency across the business
Assist with technology implementation and system optimization
Create documentation and training resources
Identify opportunities for automation and process improvements

Marketing & Database Support

Maintain client and referral databases
Support lead follow-up initiatives
Mine renewal opportunities within the database
Repost and manage selected social media content
Assist with presentation materials and marketing support as required

Who Will Thrive in This Role

You may be an excellent fit if you:

Love organization, structure, and systems
Enjoy improving processes and creating efficiencies
Take pride in keeping everything on track
Are naturally proactive and self-directed
Enjoy helping people without being in a sales role
Communicate professionally and confidently
Stay calm under pressure
Enjoy working closely with an entrepreneurial business owner
Are comfortable speaking up and offering ideas when needed

Why This Opportunity Is Different

This is an opportunity to become an integral part of a growing business and work directly alongside a highly respected mortgage professional who genuinely values relationships, communication, personal growth, and work-life balance.

You won't be just another employee.

You'll become a trusted partner helping shape the future growth of the business while making a meaningful impact on clients' lives every day.

If you love mortgages, thrive on organization, and enjoy being the person who keeps everything running smoothly, we'd love to hear from you.

#hiringhp

Requirements

Required

Minimum 2 years of mortgage industry experience and must be licensed in Alberta
Experience in mortgage underwriting, fulfillment, administration, or brokerage operations
Valid drivers licensed and reliable vehicle
Exceptional written and verbal communication skills
Strong organizational and time-management abilities
High attention to detail and accuracy
Ability to manage multiple files and priorities simultaneously
Advanced computer proficiency and comfort learning new systems
Strong Microsoft Excel skills
Ability to work independently with minimal supervision
Professional, client-focused communication style

Preferred

Experience using Expert
Experience with CRM systems
Experience working within a mortgage brokerage environment
Previous fulfillment or operations experience
Alberta-based candidates (preferred but not required)

Benefits

Compensation & Benefits

Compensation includes a base salary, funded-deal incentives, and bonus opportunities. The successful candidate's total earnings will vary based on business volume and performance. Current projections place total compensation in the $60,000–$75,000+ range, with additional upside as the business continues to grow.
Full-time position (Monday to Friday)
Hybrid position - work from home but flexibility to run errands (drop off client gifts etc.) in the Edmonton area.
All equipment, software, training, and licensing support provided
Long-term growth opportunity within a growing business

Based on current business volumes, total compensation is expected to exceed the base salary significantly through performance-based earnings.

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