Mortgage Funding Associate

at  Alberta Motor Association

CUSTOMER experience IS YOUR FIRST, MIDDLE, AND LAST name.
Posted: 01-31-2025
Closing: Until Filled
Location: Bridgewater Bank (Hybrid)
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 site. 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 with all with a smile on your face and a can-do attitude.

WHAT YOU’LL DO

• Report to the Manager, Quality Assurance.
• Analyze preliminary funding requirements and documentation on assigned mortgage files.
• Performs data audit check on pre-mortgage set up.
• Review and prepare Solicitor Instruction package.
• Provide a high level of customer service to, and liaise with, internal and external customers and partners.
• Work with Solicitors/Notaries (in BC) to ensure all documentation is attained and completed as per Bridgewater Bank requirements.
• Maintain timely organizational management of files to meet mortgage closing dates.
• 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’VE DONE

• 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.