Mortgage Operations Associate

The Opportunity Some people just have a knack for staying on top of things. You’re a multi-tasking dynamo who can prepare, fulfill, review, and process requests with accuracy and without a mistake in sight. You have an eagle-eye for detail and a mind like Fort Knox – nothing is getting out of there once you’ve learned it. You know the rules, and you abide by them. You always have a lot going on and somehow, you manage to do it all with a smile on your face and a can-do attitude. The Team You’ve Been Looking For Bridgewater Bank is more than a financial institution; we’re a team of passionate people who care deeply about helping others succeed. Unlike traditional banks, we have no branches. This means less time managing logistics and more time focused on providing straightforward, honest service and smart financial solutions that support our clients in reaching life’s biggest milestones. As a Wholly Owned Subsidiary Of AMA, We Share a Proud Legacy Of Service And a Commitment To Doing The Right Thing For Our Customers, Our Communities, And Each Other. At Bridgewater Bank, You’ll Be Part Of a Nimble, Forward-thinking Organization Where Your Ideas Matter, Your Contributions Are Valued, And Your Growth Is Encouraged. We’re Driven To Make a Positive Impact And Our Close-knit Culture Values Flexibility, Innovation, And Genuine Connection. As Part Of The Bridgewater Team, You’ll Enjoy

• Competitive salary and flexible benefits
• Employer-paid retirement savings program
• Employee-exclusive discounts on travel, insurance, memberships, and more
• Free travel medical insurance for you and your immediate family
• Ongoing professional development
• Flexible work models that make sense for your lifestyle

Who You Are

• You’re passionate about making sure the customer is happy – in fact it’s more like an obsession for you.
• You’re a great multi-tasker, able to manage and prioritize multiple files with ease in a deadline-oriented environment.
• You love being a part of a team and knowing that your contribution is making a difference.
• You don’t need anyone to light a fire under you. You’re self-motivated, decisive, able to take initiatve, and can work with minimal supervision. Go, you!
• You do everything above board and are the complete package – ethical, professional, self-confident, with proven integrity. And we like that about you.
• You’re a stickler for detail and documentation.
• You’re a problem solver with an inquisitive, analytical mind. You love coming up with new ways to tackle a challenge and relish digging into the details to find the perfect solution.
• You’re an excellent communicator who listens when people talk; and when you talk, people listen

How You’ll Make An Impact

• Report to the Manager, Operations.
• Manage the mortgage broker administrative process and other broker administration duties as required.
• Validation of mortgage brokers in the tracking systems.
• Daily administration of mortgage applications and broker validation upon ingestion of applications in the Loans Origination System.
• Provide a high level of customer service to, and liaise with, internal and external customers and partners.
• Prepare mortgage renewal documentation and process renewals.
• Review reporting documentation for accuracy and completeness and follow up as necessary
• Investigate and provide resolution to escalated issues.
• Perform audit checks to ensure accuracy in data integrity and completeness.
• Input and update client information into required systems.
• Support team members with tasks as required.
• Seek operational effectiveness and efficiency opportunities on a regular basis.

What You Bring To The Table

• You have a post-secondary education in a relevant field (e.g., business/commerce, business management, finance, etc.).
• You have a minimum of three years’ mortgage or financial institution experience.
• You are computer literate with a sound knowledge in Microsoft Office.
• You have a demonstrated ability to adapt to new systems.
• Bonus points if you’re familiar with Wealthview Banking, and / or Filogix.

Belonging Matters Here Bridgewater Bank is committed to providing an inclusive, respectful, and accessible environment. If you require an accommodation at any time during our recruitment process, please contact recruitment@ama.ab.ca. We’ll work with you feel supported throughout your journey with us. Work Model Hybrid We thank all applicants for their interest; however, only those selected for an interview will be contacted.