Mortgage Documentation Review Specialist

1 month ago

Richmond Hill, Canada Canadian Western Bank Full time

At CWB, we strive to build value for the people who choose us every day: our people, our clients, and our investors. We do this by:


  1. Putting people first and building relationships with intention
  2. Seeking out and embracing new ideas
  3. Believing that how we do things is as important as what we do

Roles Specifications
Location: Richmond Hill, ONT
Alternate Location: Edmonton, AB
Everyday flexibility. Hybrid work environments. Collaborative connections.

Note: The external title has been changed to align with industry standards. The internal job title will be: “Mortgage Documentation Officer.”

The opportunity
Optimum Mortgage is the residential lending division of Canadian Western Bank, and we are the fastest growing business in the company We are looking for an individual to join our growing team who is eager, confident, has an eye for detail, and is self-led.

As a Mortgage Documentation Review Specialist, you demonstrate excellence in reviewing pre-funding conditions and documents in a paperless environment to ensure policy, regulatory, and audit requirements are satisfied. You maintain a high attention to detail and customer service in order to improve broker-originated opportunities.

What you’ll be doing

  • Reviewing conditions for files including Income, Down Payment, Title Searches, Credit Bureaus, Purchase documents, Company Documentation, Condominium Documentation
  • Being accountable for fraud detection and ensuring a satisfactory inspection and audit.
  • Reviewing and signing off on any Solicitor conditions.
  • Ensuring adherence to bank protocols, procedures, regulatory, and AML requirements
  • Working in a fast-paced environment and efficiently handling an active desk, completing an average of 9 updates a day.
  • Driving the application pipeline forward through consistent follow-up on all “approved” files through analysis of the scheduled funding report on a weekly basis.
  • Maintaining a 24-hour turnaround time for communication touch-points.
  • Crafting efficiencies and challenging the status quo by providing alternative document solutions that are within protocol and in collaboration with the customer/referral source
  • Supporting underwriters and business development managers in closing deals.

Who we’re looking for & what you’ve done

Core Knowledge

  • Business administration diploma or comparable work experience.
  • Minimum 3 years mortgage documentation review experience. Understanding of Alt –A lending practices is an asset.

Personal Competencies

  • Demonstrate an understanding of mortgage lending guidelines, compliance, regulatory, and AML requirements around fraud detection.
  • Shown experience in reviewing conditions for mortgage files (Income, Down Payment, Title Searches, Credit Bureaus, Purchase documents, company and condominium documentation.
  • Knowledge of Mortgage Documentation for conventional, high ratio, and HELOC residential mortgages.
  • Strong analytical skills and attention to detail.
  • Excellent interpersonal and organizational skills with the ability to prioritize in a high-risk, fast-paced, team culture.
  • Ability to communicate efficiently; both written and verbal.

Why work with us?
Your success is our obsession And our award-winning culture & benefits back it up.

Proudly recognized by Great Place to Work in 2024 as one of Canada’s top 50 Best Workplaces & member of Waterstone Human Capital’s Most Admired Corporate CulturesTM Hall of Fame.

Wellness matters. We offer an award-winning benefits package that includes:

  • Hybrid work environments
  • Everyday flexibility
  • Generous company-funded health coverage
  • Health care spending account
  • A flexible wellness program
  • Generous time-away options to unplug, rest & recover

Career development. We commit to our employees’ development and help them reach their professional goals with:

  • Organization-wide coaching services
  • Mentorship
  • Education support & training programs

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee-represented groups.

As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect, and equality are non-negotiables. If you require assistance during any part of the recruitment or selection process, please reach out.

Closing Date:
Position closes at 12:01am on the close date identified below. 08/27/2024

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