Mortgage Operations Team Lead
Top Benefits
About the role
Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences.
This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.
What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance in a hybrid environment with at least 3 days in office
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment
We’re looking for our next Mortgage Operations Team Lead. Could It Be You?
The Mortgage Operations Team Lead will support the mortgage brokerage in servicing our clients from application submission to closing.
We are seeking a highly detail-oriented and experienced Mortgage Operations Team Lead to optimize and manage our loan processing lifecycle. This role is critical to ensuring a seamless, efficient, and compliant journey for all loans from initial submission to closing. You will be directly responsible for leading the processing team, overseeing the accuracy and completeness of all client documentation, coordinating communication between agents, clients, and lenders, and ultimately accelerating the time it takes to get clients to the closing table. Your leadership ensures the operational excellence required to support our high-volume digital sales business.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
- Oversee and Drive Loan Pipeline: Manage and prioritize the team's pipeline of submitted mortgage applications, ensuring all files progress efficiently from submission through commitment and to closing.
- Team Leadership and Quality Control: Lead and mentor a team of mortgage processors, conducting regular file audits and quality control checks to ensure all applications meet regulatory and lender submission standards
- Lender Submission Management: Ensure accuracy and complete documentation to minimize lender resubmission requests and accelerate approval times.
- Coordinate Internal & External Communication: Act as the central point of contact between the sales agents, clients, and underwriting/lender teams, efficiently relaying stipulations and status updates to prevent closing delays.
- Clear and Satisfy Conditions: Proactively track, manage, and facilitate the timely collection and clearing of all lender conditions and underwriting stipulations to secure the final commitment.
- Process Optimization: Continuously evaluate and refine internal processing workflows, documentation requirements, and system usage (e.g., LOS/CRM) to enhance speed, compliance, and client satisfaction.
- Compliance and Reporting: Ensure all operational procedures strictly adhere to federal, provincial (e.g., FSRA/BCFSA/RECA), and lender compliance guidelines. Generate regular reports on processing times and team performance metrics.
- Escalation Management: Proactively identify and resolve complex operational roadblocks (e.g., title issues, appraisal delays, difficult conditions), escalating system issues or high-risk files to management when necessary.
- Training and Development: Develop and deliver training to new processors and provide ongoing coaching to the team on new lending products, guideline changes, and best practices in mortgage file processing.
So are YOU our next Mortgage Operations Team Lead? You are if you…
- Have a Level 1 Mortgage Agent License in Ontario (preferred)
- Have 3+ years of mortgage experience
- Have proven experience in a Mortgage Operations role at a digitally native brokerage
- Have availability to work flexible hours, including some evenings or weekends, to meet client needs.
- Have exceptional verbal and written communication skills
- Have strong relationship-building skills with a customer-centric approach
- Have proficiency with digital tools, CRM software, and communication platforms (e.g., Salesforce, POS, dialer)
- Are able to work independently and manage a high volume of client interactions in a fast-paced environment
- Have a high level of integrity, professionalism, and attention to detail
- Have familiarity with various mortgage products, including fixed-rate, variable-rate, and home equity lines of credit
Additional kudos if you…
- Have a Level 1 Mortgage Agent License in British Columbia and/or Alberta
Sounds like you? Click below to apply!
#LI-BB1
#LI-Hybrid
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
About Questrade Financial Group
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development.
At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself.
Throughout our multiple worldwide offices, we are reshaping the way we work, offering flexible options that allow our people to work remotely, from the office, or a hybrid mix of both.
Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence.
Come shape your future at Questrade.
Mortgage Operations Team Lead
Top Benefits
About the role
Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences.
This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.
What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance in a hybrid environment with at least 3 days in office
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment
We’re looking for our next Mortgage Operations Team Lead. Could It Be You?
The Mortgage Operations Team Lead will support the mortgage brokerage in servicing our clients from application submission to closing.
We are seeking a highly detail-oriented and experienced Mortgage Operations Team Lead to optimize and manage our loan processing lifecycle. This role is critical to ensuring a seamless, efficient, and compliant journey for all loans from initial submission to closing. You will be directly responsible for leading the processing team, overseeing the accuracy and completeness of all client documentation, coordinating communication between agents, clients, and lenders, and ultimately accelerating the time it takes to get clients to the closing table. Your leadership ensures the operational excellence required to support our high-volume digital sales business.
Need more details? Keep reading…
In this role, responsibilities include but are not limited to:
- Oversee and Drive Loan Pipeline: Manage and prioritize the team's pipeline of submitted mortgage applications, ensuring all files progress efficiently from submission through commitment and to closing.
- Team Leadership and Quality Control: Lead and mentor a team of mortgage processors, conducting regular file audits and quality control checks to ensure all applications meet regulatory and lender submission standards
- Lender Submission Management: Ensure accuracy and complete documentation to minimize lender resubmission requests and accelerate approval times.
- Coordinate Internal & External Communication: Act as the central point of contact between the sales agents, clients, and underwriting/lender teams, efficiently relaying stipulations and status updates to prevent closing delays.
- Clear and Satisfy Conditions: Proactively track, manage, and facilitate the timely collection and clearing of all lender conditions and underwriting stipulations to secure the final commitment.
- Process Optimization: Continuously evaluate and refine internal processing workflows, documentation requirements, and system usage (e.g., LOS/CRM) to enhance speed, compliance, and client satisfaction.
- Compliance and Reporting: Ensure all operational procedures strictly adhere to federal, provincial (e.g., FSRA/BCFSA/RECA), and lender compliance guidelines. Generate regular reports on processing times and team performance metrics.
- Escalation Management: Proactively identify and resolve complex operational roadblocks (e.g., title issues, appraisal delays, difficult conditions), escalating system issues or high-risk files to management when necessary.
- Training and Development: Develop and deliver training to new processors and provide ongoing coaching to the team on new lending products, guideline changes, and best practices in mortgage file processing.
So are YOU our next Mortgage Operations Team Lead? You are if you…
- Have a Level 1 Mortgage Agent License in Ontario (preferred)
- Have 3+ years of mortgage experience
- Have proven experience in a Mortgage Operations role at a digitally native brokerage
- Have availability to work flexible hours, including some evenings or weekends, to meet client needs.
- Have exceptional verbal and written communication skills
- Have strong relationship-building skills with a customer-centric approach
- Have proficiency with digital tools, CRM software, and communication platforms (e.g., Salesforce, POS, dialer)
- Are able to work independently and manage a high volume of client interactions in a fast-paced environment
- Have a high level of integrity, professionalism, and attention to detail
- Have familiarity with various mortgage products, including fixed-rate, variable-rate, and home equity lines of credit
Additional kudos if you…
- Have a Level 1 Mortgage Agent License in British Columbia and/or Alberta
Sounds like you? Click below to apply!
#LI-BB1
#LI-Hybrid
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.
About Questrade Financial Group
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. We empower Canadians by giving them better, more affordable ways to take control of their financial future by using cutting-edge technology to develop innovative products. Questrade offers Canadians an easy way to invest in securities and foreign currency and provides online wealth management and mortgage through the Questrade Group of Companies, with more financial products in development.
At Questrade, we care deeply about helping Canadians become much more financially successful and secure. We believe in infinite possibilities, not only for our customers but for those who build careers with us. Our exceptional culture and forward-thinking workplace policies make Questrade a great place to work and build a career. We are a collaborative, diverse team that shares the same sense of infinite opportunity. Our beliefs, values, and atmosphere make you feel part of something bigger than yourself.
Throughout our multiple worldwide offices, we are reshaping the way we work, offering flexible options that allow our people to work remotely, from the office, or a hybrid mix of both.
Whether you want to kick-start your career or accelerate it, Questrade is the place for you. We offer rich learning experiences and exciting career path possibilities. Here you will be challenged. You will make your path, constantly moving forward, bringing the future of fintech into existence.
Come shape your future at Questrade.