The Manager, Mortgage Documentation at Optimum Mortgage, a National Bank of Canada company, leads and mentors a team of mortgage documentation officers. This role involves managing the volume, accuracy, compliance, and timely completion of mortgage documentation for conventional Alt-A mortgages, ensuring a smooth experience for brokers and borrowers. It's a leadership position focused on operational excellence, risk management, and continuous process improvement within mortgage fulfillment.
Lead a high performing team responsible for prioritizing workloads and validating supporting documents for residential mortgage financing (income verification, down payment sources, appraisals, bank statements, credit reports, etc.).,Oversee vacation scheduling and manage absences to maintain service continuity.,Collaborate with internal and external partners to deliver exceptional customer experience.,Support team members on regional and pod based strategies for departmental funding targets.,Coach, develop, and performance manage a team of 5–7 Mortgage Documentation Officers and Senior Officers.,Strengthen fraud prevention practices related to mortgage fulfillment and documentation.,Drive continuous improvement by identifying and implementing process enhancements, tools, and strategies to increase documentation accuracy, reduce defects, and streamline fulfillment workflows.
Diploma in business or comparable experience working within an Alt‑A lending environment.,Minimum 5 years of financial services experience, including 2 years of leadership experience with a demonstrated history of exceeding performance targets.,Minimum 3 years of direct experience in mortgage documentation, fulfillment, and/or mortgage operations.,Proficiency with provincial and federal mortgage regulations, including AML, privacy legislation, and fraud prevention best practices.,Working knowledge of mortgage origination systems, document management tools, Outlook, Excel, and workflow platforms used in high volume mortgage operations.
Diploma in Business (or comparable experience)
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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