Associate Document Review Specialist

Rocket Mortgage Canada

View: 126

Update day: 12-02-2024

Location: Windsor Ontario

Category: Finance / Bank / Stock


Job type: Full-time

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Job content

Working forRocket Mortgage in Canada means more opportunities for you to carve your own career path forward. From our desire to revolutionize the way people get mortgages to addressing challenges big or small with outside-the-box solutions, we’re not your typical employer. We’ll provide you with everything you need to make sure you’re successful here.

Apply today to join a team that offers career growth, amazingbenefitsand the chance to work with leading industry professionals.

Minimum Qualifications

  • Some previous experience in the financial and/or customer service-related fields

Preferred Qualifications

  • Foundational knowledge of the mortgage lending/finance industry
  • Ability to multitask, prioritize and manage time effectively in a fast-paced environment
  • Excellent analytical, problem solving and decision-making skills
  • Proficiency in Microsoft Outlook and Adobe suites
  • Attention to detail, quality and accuracy
  • Strong verbal and written communication skills
  • Strong organizational efficiency and attention to detail

Job Summary

As an Associate Document Review Specialist, you’ll process loan documents to ensure all document information is uploaded to the system and is accurate and complete. You will evaluate and examine documents relevant to the client loan application to ensure the accuracy and completeness, identify fraud and Anti-Money Laundering (AML) risks, note any errors, omissions, or inconsistencies to the client care specialists and/or underwriters.


  • Manage and review all documentation regarding the mortgage approval process
  • Obtain and update the client mortgage files to outline the outstanding conditions on the file in document database to keep other team members aware of the relevant details of an active mortgage file
  • Submit required documentation to underwriter for approval
  • Preparing approval packages for clients once mortgage commitments are received
  • Reviewing and satisfying compliance requirements for consent, mortgage commitment, disclosure, amortization and other relevant documents required for funding the mortgage
  • Generate compliance documents ensuring accuracy based on submitted loan application
  • Review employment letters, pay stubs and/or tax returns to validate the income provided on the application
  • Verify asset statements to satisfy lender down payment verification requirements
  • Understand data handling guidelines and confidentiality of sensitive information
  • Aid in the adoption of process changes and improvements
  • Consistently meet minimum production goal numbers and quality metrics
  • Stay up to date on current regulatory and lender guidelines
  • Manage individual pipeline and service level agreement (SLA’s)

Benefits and Perks

Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put:We’vegot your back. Check out our full list of Benefits and Perks.

Who We Are

RocketCompanies® is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage®, which was founded in 1985. Today, we’re a publicly traded company involved in many different industries, including mortgages, fintech, real estate, automotive and more. We’re insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard. We’re passionate about the work we do, and it shows. We’ve been ranked #1 for Fortune’s Best Large Workplaces in Financial Services and Insurance List in 2022, named #5 on People Magazine’s Companies That Care List in 2022 and recognized as #7 on Fortune’s list of the 100 Best Companies to Work For in 2022.


This is an outline of the primary responsibilities of this position. As with everything in life, things change. The tasks and responsibilities can be changed, added to, removed, amended, deleted and modified at any time by the leadership group.

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Deadline: 28-03-2024

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