Neofinancial

Manager, Mortgage Funding

Calgary, AB · Full-time

Sponsorship not specifiedDetected 26 days ago

SalesforceCRMAccountingOnboardingCustomer SuccessLeadershipCommunicationUnderwriting

About the role

As we continue to mature our capital model to a sophisticated whole loan sales and warehouse facility structure, this role will act as our primary operational gatekeeper.
This isn't a traditional, check-the-box mortgage funding role.
You will serve as the premier Subject Matter Expert (SME) for the entire mortgage funding process, overseeing the daily workflow, team productivity, and strict adherence to compliance and procedural guidelines.

Responsibilities

Warehouse Allocation & Facility Drawdowns: Manage the daily operational mechanics of requesting draws from our warehouse lenders.
Treasury Connective Tissue: Partner directly with the internal Treasury team by providing real-time morning funding forecasts.
Support the tracking of the loan cost-basis for clean, aggregated pool delivery to secondary investors.
Establish clear performance standards, support defined Service Level Agreements (SLAs), track funding metrics, and own the training/onboarding process to scale our processing throughput at tech-startup velocity.
You possess the capacity to manage multiple concurrent deadlines, handle intense volume pressure, and remain highly effective in a constantly changing environment.
At Neo, you don't just work here, you own a piece of what we're building.
When we win, you win - with real ownership and meaningful long-term wealth-building potential tied to our success.
👥 Collaborating with the brightest minds to build something meaningful, united by a shared commitment to innovation, curiosity, and excellence
🤑 A wide variety of discounts through our partner network
to build a more rewarding financial future for all Canadians.

Requirements

Mitigate operational risk by ensuring all funding conditions, valid/enforceable securities, and identity verifications (IDV) are flawlessly cleared along with any other lawyer documents that are required..
A minimum of 5 years of progressive experience in mortgage funding operations, or a Closing Service provider environment within the Canadian mortgage industry.
Must possess at least 2-3 years of direct leadership or team management experience.
Deep, unshakeable knowledge of Canadian mortgage funding mechanics, and security enforcement.

Skills

Exceptional verbal and written communication skills.

Compensation

We provide a strong base salary aligned with market ranges, along with the flexibility to tailor your mix of cash and equity to match your longer term goals.
Final compensation is based on your skills, experience, and scope.
For exceptional talent, we're prepared to go above and beyond.

Benefits

🚀 TOTAL REWARDS OVERVIEW
In addition to salary, our program includes equity - empowering employees to share directly in our momentum today and in the meaningful value we create for years to come.
❤️‍🩹 Flexible health benefits & life insurance
🌴 21 Days PTO + stat holidays, and personal leave
💪 Health & personal spending accounts
👶 Parental top-up & equity vesting during long term leave
🧠 Company wide huddles, and education

Company info

The Experience: A minimum of 5 years of progressive experience in mortgage funding operations, or a Closing Service provider environment within the Canadian mortgage industry. Must possess at least 2-3 years of direct leadership or team management experience. Direct, hands-on exposure to warehouse line operations, loan funding allocations, or investor pool adjustments is considered an asset.
The Mindset: You are an operational builder who takes complete ownership and accountability for your work. You possess an eagle-eye focus that can catch a single discrepancy on a complex Closing documents, payout statement, or wire instruction.
Technical & Operational Mastery: Deep, unshakeable knowledge of Canadian mortgage funding mechanics, and security enforcement. Highly proficient with modern Loan Origination Systems (LOS), Salesforce CRM workflows, banking wire portals, and pipeline tracking spreadsheets.
Risk & Fraud Awareness: Maintain a highly mindful awareness of fraud, misrepresentation, and Know Your Customer (KYC/AML) risk indicators within the mortgage ecosystem, responding to and escalating concerns seamlessly with internal risk teams.
Collaborative Force: Exceptional verbal and written communication skills. You can easily bridge the gap between fast-moving sales/underwriting teams and meticulous, risk-focused internal Finance, legal, and Treasury partners.
Bias for Action: You don't wait for a playbook; you write it. You possess the capacity to manage multiple concurrent deadlines, handle intense volume pressure, and remain highly effective in a constantly changing environment.
As Neo continues to grow, we're committed to offering a competitive, market-leading rewards program that reflects the impact our team members make.
Salary: We provide a strong base salary aligned with market ranges, along with the flexibility to tailor your mix of cash and equity to match your longer term goals. Final compensation is based on your skills, experience, and scope. For exceptional talent, we're prepared to go above and beyond.
Equity Ownership (Where Eligible): At Neo, you don't just work here, you own a piece of what we're building. As a full-time team member, you share directly in the upside of one of Canada's fastest-growing companies. When we win, you win - with real ownership and meaningful long-term wealth-building potential tied to our success.
WHAT DOES LIFE AS AN OWNER AT NEO INCLUDE?
🇨🇦 You will redefine the financial landscape with top talent in Canada to help everyday Canadians win, and grow quickly while doing it
📈 For eligible roles, ownership structure that enables you to share in our path to victory
🏅Earn BIG with our short term incentive plans (STIP)
🏠 Access to early use of products and discounts on fixed-term Neo mortgages
🎉 Neo night events
The people who thrive at Neo are resourceful, growth-oriented, and driven to win.
We hold ourselves to high standards because we're on a mission that matters: to build a more rewarding financial future for all Canadians.
If this resonates with you, keep reading.

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This listing is sourced directly from Neofinancial's careers page and normalized into a canonical job model.