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Posted 7 hours ago
Manager, Mortgage Funding
Neo FinancialManager, Mortgage Funding
Perks & benefits
Mobile AllowanceHealth InsurancePaid Leave
Requirements
5+ years mortgage funding experience, 2-3 years leadership experience, Knowledge of Canadian mortgage mechanics, Proficiency in LOS and Salesforce
Skills
SalesforceCRM
About the role
Responsibilities
- Oversee final compliance review of executed closing packages and handle higher-tier file approvals
- Manage daily operational mechanics of requesting draws from warehouse lenders
- Monitor daily pipeline volume against warehouse facility concentration and liquidity limits
- Serve as the primary operational point of escalation for external settlement agents, solicitors, and law firms
- Partner with internal Treasury to provide real-time morning funding forecasts
- Reconcile daily wire activities, warehouse drawdowns, and facility fees with corporate Finance
- Direct, mentor, and coach the team of Funding Coordinators to meet SLAs and scale throughput
Requirements
- Minimum 5 years of progressive experience in mortgage funding operations or Canadian mortgage closing services
- 2–3 years of direct leadership or team management experience
- Deep knowledge of Canadian mortgage funding mechanics and security enforcement
- Proficiency with Loan Origination Systems (LOS), Salesforce CRM, and banking wire portals
- Strong awareness of fraud, misrepresentation, and KYC/AML risk indicators
- Ability to manage multiple concurrent deadlines in a fast-paced environment
Preferred Qualifications
- Direct, hands-on exposure to warehouse line operations, loan funding allocations, or investor pool adjustments
Benefits
- Equity ownership opportunities
- Short term incentive plans (STIP)
- Flexible health benefits and life insurance
- 21 Days PTO plus statutory holidays and personal leave
- Health and personal spending accounts
- Discounts through partner network
- Parental top-up and equity vesting during long term leave
About the Company
Neo is a rapidly scaling fintech company on a mission to build a more rewarding financial future for all Canadians. Recognized as one of Canada's fastest-growing companies, Neo provides top-ranked mobile apps and credit cards to over 1 million customers.
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Get started — it's freeManager, Mortgage Funding
Neo Financial · Calgary
