Job Description

AMA

CUSTOMER experience IS YOUR FIRST, MIDDLE, AND LAST name.

Posted: 2024-01-06
Closing: Until Filled
Location: Bridgewater Bank (Remote - Work From Home)

When you recall the very best customer experience you ever had, you can\'t help but think to yourself, "How would I have done it even better?" That\'s because you\'re the kind of person who believes that even if you go above and beyond, there\'s always room to go a little higher and a little further. You have a passion for service excellence and helping others, and get a personal thrill out of brightening someone\'s day on the other end of the telephone with your friendly voice.

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 \xe2\x80\x98why\xe2\x80\x99 \xe2\x80\x93 helping you succeed. Our focus is providing honest, straightforward service and financial solutions for everyday living and important life events.

We\xe2\x80\x99re financial service experts with flexible mindsets. Being a smaller bank makes us nimble, and that means we can respond quickly with innovative approaches that don\xe2\x80\x99t need to go through multiple levels of approvals.

Our customers are everything. When you become a customer of Bridgewater Bank, you\xe2\x80\x99re like our neighbour \xe2\x80\x93 even family \xe2\x80\x93 and we treat you that way.

WHAT MOVES YOU

• You\'re an excellent communicator, an even better listener, and have an almost telepathic ability to identify the needs of others.
• You like to exceed expectations when it comes to providing a superior customer-service experience. Not only do you excel at meeting peoples\' needs, you\'re able to anticipate them.
• You\'re a stickler for details and accuracy \xe2\x80\x94 you\'re so organized that you have an uncanny ability to get you\xe2\x80\x99re your hands on the right information quickly.
• You\'re a master multi-tasker, able to manage your time, multiple files, and priorities with ease. You have no problem getting things done. And on time, too!
• You believe integrity is everything and let your superior ethics guide your decision making.
• You don\'t need anyone to light a fire under you. You know what needs to be done and you do it.
• You\'re a flexible and responsive team player who works well on your own but is just as happy collaborating in a team environment.

WHAT YOU\xe2\x80\x99LL DO

• Report to the Manager, Underwriting and Broker Services.
• Provide support to the Mortgage Underwriters to ensure all follow-up on files are completed and all conditions met prior to closing.
• Facilitate approving or cancelling mortgage loan applications, to meet established deadlines and quality standards.
• Follow up on commitments and request specific documents.
• Verify accuracy of specifications on mortgage documents.
• Ensure all conditions of mortgage approval are met.
• Route risk-involved matters to Underwriter for evaluation.
• Analyze land titles, purchase contracts, and appraisal reports for inconsistencies.Follow up on existing pipeline of approved deals, review and validate
• supporting documentation
• Confirm all closing details including dates, client information, and payment frequency.
• Collaborate with both internal and external customers of Bridgewater Bank and AMA to achieve departmental and organizational goals.
• Responsible for completing Quality Assurance audits on assigned files.

WHAT YOU\xe2\x80\x99VE DONE

• You have a post secondary education in a relevant field (ex. business/commerce, business management) or equivalent combination of education and experience.
• You have a minimum 3 years\xe2\x80\x99 experience in a financial institution with knowledge and experience in Mortgage Underwriting.
• You have proficiency with various software applications such as MS Office, LMS, etc.

WHAT YOU\'LL GET

• Competitive salary.
• Flexible benefits.
• Outstanding employer-paid Retirement Savings Program.
• Great AMA discounts.
• Unlimited learning opportunities.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Alberta Motor Association