Job Description

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. Youre 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 youve 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.WHO IS BRIDGEWATER BANK?Unlike a traditional bank, we have no branches. This means less time managing logistics and more time focussed on you and our xe2x80x98why helping you succeed. Our focus is providing honest, straightforward service and financial solutions for everyday living and important life events.Were financial service experts with flexible mindsets. Being a smaller bank makes us nimble, and that means we can respond quickly with innovative approaches that dont need to go through multiple levels of approvals.Our customers are everything. When you become a customer of Bridgewater Bank youre like our neighbour even family and we treat you that wayWHAT MOVES YOU

• Youre passionate about making sure the customer is happy in fact its more like an obsession for you.
• Youre a mad multi-tasker, able to manage and prioritize multiple files with ease in a deadline-oriented environment.
• You dont need anyone to light a fire under you. Youre self-motivated, decisive, able to take initiative, and can work with minimal supervision. Go, you!
• You love being a part of a team and knowing that your contribution is making a difference.
• You do everything above board and are the complete package ethical, professional, self-confident, with proven integrity. And we like that about you.
• Youre a stickler for detail and documentation.
• Youre 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.
• Youre an excellent communicator who listens when people talk; and when you talk, people listen.

WHAT YOULL 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 YOUVE 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 youre familiar with Wealthview Banking.

WHAT YOU'LL GET

• Competitive salary.
• Flexible benefits.
• RRSP Program.
• Great AMA discounts.
• Unlimited learning opportunities.

-WORK MODEL: Hybrid-We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Alberta Motor Association