Top Benefits
About the role
Payout and Discharge Specialist Canada, Remote
CMLS Financial is looking for a Payout and Discharge Specialist, Residential Services to join our growing team.
As an important part of servicing our customers, you will be responsible to perform administrative functions related to bridge loans, mortgage payouts, discharges, and document management. The Servicing Administrator works closely with several internal functional areas, management, and external business partners to ensure customer satisfaction and compliance with regulatory expectations.
At nesto, we're proud of
- Our clients love our positive, empowering, and transparent mortgage financing experience.
- Our 4.5-star Google reviews talk by themselves!
- We won the 2023 & 2024 CLA Lender of the Year award, recognizing our excellence in lending services.
- We are a B Corp certified organization, highlighting our dedication to making a positive impact on our society and our planet.
- Our highly skilled, diverse, and collaborative team makes everything possible!
- Our Mortgage Cloud platform gives financial institutions full access to nesto’s proprietary technology, powering a better client experience, from start to finish.
We are seeking a dedicated and capable professional to join our team and help lead the growth of the team as our Payouts and Discharge Team Lead. If you have a keen eye for detail, a thorough understanding of mortgage processes and a commitment to providing exceptional service, we encourage you to apply and contribute to our success in this essential role.
In this role, you will**:**
- Maintains a thorough knowledge of mortgage products, services, and processes related to mortgage documentation, bridge loans, payouts, and discharges
- Ensures customer satisfaction by processing bridge loans, payouts, and discharges accurately and with high quality, within Service Level Agreements (SLAs), and within regulatory requirements
- Prepares payout requests in a timely manner and complete reporting as required
- Prepares and executes discharge and amendments within the provincially regulated timelines
- Collaborate and partners with internal and external departments to support daily operations, including reconciliation of invoices
- Prepares and executes Bridge Loan set up and discharges as required and within provincially regulated timelines
- Ensures documentation and guidelines of policy/procedure are followed, and captures detailed notes in customer files
- Resolves errors, customer concerns and day to day challenges related to department responsibilities (escalate to Manager as needed)
- Comply with all internal policies and guidelines, as well as all federally and provincially regulated policies and laws as related to AMLATF, KYC and Privacy laws
- Assist with all internal / external audits as required
- Protects private and confidential information
This role is for you if you have:
- 2+ years in residential mortgage payouts, discharges, and/or administration
- Post secondary degree or related work experience
- Highly proficient in Microsoft Office, and other software applications
- Bilingual (English and French) is an asset (both verbal and written)
Your strengths include:
- Excellent customer service skills and problem-solving skills
- Excellent oral and written communication skills
- A proactive person who takes initiative and can work independently
- Strong organizational and time management skills, with the ability to manage multiple priorities
- Effective communicator and collaborator
- Strong interpersonal relationship building and listening skills
- Thrives in a team-oriented, fast-paced environment
- Demonstrate professionalism, judgment, and integrity in daily operations
- High attention to detail
Supporting Your Life at Nesto Group:
-**Health & Wellness:**Comprehensive insurance (Drug, Vision, Dental) & Health and Wellness Spending Accounts. -**Mental Support:**24/7 unlimited access to telemedicine, EAP, and mental health services for you and your family. -**Time Off:**4 weeks paid vacation, plus personal/sick days and all statutory holidays. -**Future Planning:**RRSP Matching Program to help you build long-term wealth. -**Family Support:**Robust Maternity and Parental Leave Top-Up programs. -**Professional Growth:**Education reimbursement, mentoring, and continuous training.
Diversity & Inclusion
At nesto, we believe that creativity and collaboration are the result of a diverse team. We are committed to fostering a culture of diversity, equity, inclusion, and belonging, and we strongly encourage women, people of color, LGBTQIA+ individuals, and individuals with disabilities to apply. We are committed to creating a workplace that is inclusive and welcoming to all.
Ready to Join Us?
We value your interest in Nesto Group. We review applications immediately and will continue until the position is filled. While we thank all applicants for their time, please note that we will only contact those selected for an interview.
.
Not the right fit? Search for Payout and Discharge Specialist jobs in Remote
About nesto
nesto is on a mission to offer a positive, empowering and transparent property financing experience, simplified from start to finish.
Powered by the most advanced technology, we screen the whole market in seconds to find the most affordable mortgage while our commission-free experts provide you with unbiased support along the process.
Simply, welcome to the bright future of home buying.
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Top Benefits
About the role
Payout and Discharge Specialist Canada, Remote
CMLS Financial is looking for a Payout and Discharge Specialist, Residential Services to join our growing team.
As an important part of servicing our customers, you will be responsible to perform administrative functions related to bridge loans, mortgage payouts, discharges, and document management. The Servicing Administrator works closely with several internal functional areas, management, and external business partners to ensure customer satisfaction and compliance with regulatory expectations.
At nesto, we're proud of
- Our clients love our positive, empowering, and transparent mortgage financing experience.
- Our 4.5-star Google reviews talk by themselves!
- We won the 2023 & 2024 CLA Lender of the Year award, recognizing our excellence in lending services.
- We are a B Corp certified organization, highlighting our dedication to making a positive impact on our society and our planet.
- Our highly skilled, diverse, and collaborative team makes everything possible!
- Our Mortgage Cloud platform gives financial institutions full access to nesto’s proprietary technology, powering a better client experience, from start to finish.
We are seeking a dedicated and capable professional to join our team and help lead the growth of the team as our Payouts and Discharge Team Lead. If you have a keen eye for detail, a thorough understanding of mortgage processes and a commitment to providing exceptional service, we encourage you to apply and contribute to our success in this essential role.
In this role, you will**:**
- Maintains a thorough knowledge of mortgage products, services, and processes related to mortgage documentation, bridge loans, payouts, and discharges
- Ensures customer satisfaction by processing bridge loans, payouts, and discharges accurately and with high quality, within Service Level Agreements (SLAs), and within regulatory requirements
- Prepares payout requests in a timely manner and complete reporting as required
- Prepares and executes discharge and amendments within the provincially regulated timelines
- Collaborate and partners with internal and external departments to support daily operations, including reconciliation of invoices
- Prepares and executes Bridge Loan set up and discharges as required and within provincially regulated timelines
- Ensures documentation and guidelines of policy/procedure are followed, and captures detailed notes in customer files
- Resolves errors, customer concerns and day to day challenges related to department responsibilities (escalate to Manager as needed)
- Comply with all internal policies and guidelines, as well as all federally and provincially regulated policies and laws as related to AMLATF, KYC and Privacy laws
- Assist with all internal / external audits as required
- Protects private and confidential information
This role is for you if you have:
- 2+ years in residential mortgage payouts, discharges, and/or administration
- Post secondary degree or related work experience
- Highly proficient in Microsoft Office, and other software applications
- Bilingual (English and French) is an asset (both verbal and written)
Your strengths include:
- Excellent customer service skills and problem-solving skills
- Excellent oral and written communication skills
- A proactive person who takes initiative and can work independently
- Strong organizational and time management skills, with the ability to manage multiple priorities
- Effective communicator and collaborator
- Strong interpersonal relationship building and listening skills
- Thrives in a team-oriented, fast-paced environment
- Demonstrate professionalism, judgment, and integrity in daily operations
- High attention to detail
Supporting Your Life at Nesto Group:
-**Health & Wellness:**Comprehensive insurance (Drug, Vision, Dental) & Health and Wellness Spending Accounts. -**Mental Support:**24/7 unlimited access to telemedicine, EAP, and mental health services for you and your family. -**Time Off:**4 weeks paid vacation, plus personal/sick days and all statutory holidays. -**Future Planning:**RRSP Matching Program to help you build long-term wealth. -**Family Support:**Robust Maternity and Parental Leave Top-Up programs. -**Professional Growth:**Education reimbursement, mentoring, and continuous training.
Diversity & Inclusion
At nesto, we believe that creativity and collaboration are the result of a diverse team. We are committed to fostering a culture of diversity, equity, inclusion, and belonging, and we strongly encourage women, people of color, LGBTQIA+ individuals, and individuals with disabilities to apply. We are committed to creating a workplace that is inclusive and welcoming to all.
Ready to Join Us?
We value your interest in Nesto Group. We review applications immediately and will continue until the position is filled. While we thank all applicants for their time, please note that we will only contact those selected for an interview.
.
Not the right fit? Search for Payout and Discharge Specialist jobs in Remote
About nesto
nesto is on a mission to offer a positive, empowering and transparent property financing experience, simplified from start to finish.
Powered by the most advanced technology, we screen the whole market in seconds to find the most affordable mortgage while our commission-free experts provide you with unbiased support along the process.
Simply, welcome to the bright future of home buying.