About this role
About the role
Wealthsimple is looking for a client-obsessed, detail-oriented, and proactive Associate, Mortgage Closing Specialist to support our growing mortgage brokerage. Reporting to the Director, Principal Mortgage Broker, you’ll be the central point of contact for clients after their mortgage is approved, ensuring a seamless and positive journey to their closing day. During your 6 month secondment, you will support a team of brokers by owning the final steps of the mortgage process, coordinating with lawyers and lenders, and making a complex process feel simple for our clients.
This role is perfect for someone who thrives in a fast-paced, technology-forward environment and is passionate about delivering an exceptional client experience.
This is a 6 month secondment position.
In this role, you will have the opportunity to:
Own the post-approval client experience, acting as the primary point of contact and dedicated guide from the moment the mortgage is approved until it funds.
Serve as the central hub between clients, mortgage brokers, lenders, and lawyers to ensure all parties are aligned and deadlines are met.
Manage all closing documentation, ensuring accuracy and completeness while coordinating the seamless transfer of information to legal representatives and lenders.
Proactively solve problems that could delay funding, taking ownership to ensure a smooth and timely closing for every client.
Design and improve closing workflows, identifying opportunities for efficiency and automation to enhance the client experience at scale.
Partner with Wealthsimple's legal and compliance teams to ensure all closing activities align with regulatory requirements and company best practices.
Foster a culture of excellence, providing brokers with the confidence that their clients are receiving the best closing experience in the industry.
Skills we’re looking for:
Client Experience Champion: You are passionate about helping people navigate one of the biggest moments of their lives. You’re an empathetic communicator who excels at building trust and making complex topics easy to understand.
Organizational Guru: You have a hawk-eye for detail and can flawlessly manage multiple files and tight deadlines. You love creating order out of chaos and live by checklists and timelines.
Problem-solving: If something seems off, you want to figure out what's going on. You enjoy navigating uncertainty, bringing clarity to ambiguity, and don’t wait for a playbook to be written.
1+ years of relevant experience: You have worked in a client-facing role in the mortgage, real estate, legal, or financial services industry. You have a deep understanding