Underwriting Administrative Assistant

6 months ago

Calgary, Canada Calvert Home Mortgage Full time

**Position Title**: Underwriting Administrative Assistant

**Position reports to**:Underwriting Manager

**Position status**:Full time

**Position category**:Permanent

**Location**: Calgary, Alberta

**Work hours**: Monday - Friday 8am - 5pm (40 hours/week)

**Calvert Home Mortgage (CHMIC) **is a full-service alternative mortgage investment firm that supports homeowners, investors, and brokers to achieve their goals by seeing the person behind every mortgage. We are on a mission to be the most trusted lending solution in Canada by putting people first, focusing on their success, and always doing the right thing.

Our team is the best in the business, combining unrivalled expertise and experience with a caring approach that sets us apart. Our shared values of **Service, Trust, Education, People, and Solutions** drive our longevity and success. Relationships are far more important than transactions, and we build trust by listening to our customers, understanding their unique needs, educating them on their options, and finding the right solutions. This principle of “kitchen table lending” is fundamental to who we are.

We are looking for an **Underwriting Administrative Assistant** to join our exciting, growth-focused company that truly cares about its employees. At Calvert Home Mortgage, we champion a positive work culture that allows you to thrive and contribute to our long-term success.

We offer competitive salaries, a bonus program, share ownership, extended health and dental benefits, a free on-site fitness facility, a location that avoids the downtown commute, and free parking.

***

**WHAT’S THE BIG IDEA?**

**HOW DO WE WORK?**

As an organization we aim to be trusted advisors, offering an effortless experience in providing short-term lending solutions for the personal and financial success of our clients. Offering the best solutions is highly dependent on the management of risk and compliance within our industry. This role will be a key contributor with the ability to manage and analyze risk. We value a productive, proactive, and fast-paced office environment.

**HOW DO YOU FIT IN?**

The successful individual will have the following experience, education, and ability to develop these demonstrated skills:

- 1 year previous experience as an Administrative Assistant, Receptionist, or Paralegal
- Post-secondary education with a diploma, degree or equivalent from an accredited college or university considered an asset
- Proficient with Microsoft Office Suite Tools (Outlook, Excel, Word, PowerPoint)
- High degree attention to detail
- High degree of data entry accuracy is critical
- Conduct that aligns with company values, ensuring all stakeholders are considered in business operations.
- Strong organizational skills with the ability to adapt to shifting priorities, demands and timelines, to effectively prioritize and execute tasks in a time sensitive environment.
- Ability to troubleshoot and problem-solve.
- A team oriented, positive, and collaborative approach with strong work ethic to fit in with the existing team.
- Ability to work well under pressure and maintain composure in a fast-paced and changing environment.

**WHAT YOU WILL BE DOING**

**85% - Underwriting Administrative Assistant**
- Ensure all documents are accurately labeled and filed for easy retrieval.
- Requesting and acquiring necessary documentation for Underwriter’s review, such as Credit Bureaus, Titles, Corporate Search, Drive Bys, etc.
- Coordinate underwriters’ calendars, scheduling meetings, appointments and calls.
- Create agendas and meeting minutes for all meetings as needed.
- Compile data and assist in generating basic reports.
- Keep accurate records of communication, decisions, and actions taken during the underwriting process.
- Handle routine administrative tasks, such as photocopying, scanning and mailing documents.
- Assist Underwriters with miscellaneous tasks as needed.
- Comply with regulations including but not limited to Real Estate Act, Privacy Act, Securities Act, Business Corporations Act, Fair Trading Act/Consumer Protection Act, (all legislation and regulation in all provinces we do business in) etc.
- Review and submit for approval invoices provided by third party vendors such as, but not limited to: Pipeline CRM, FundMore AI., PCHS, Maximum, Velocity, Lendesk (Finmo), Filogix
- Prepare and submit for approval all monthly Expense Reports (Visa and Personal) for all members of the Underwriting group.
- Coordinate all travel related activities for Underwriters including booking flights, car rentals and hotels as necessary and coordinate shipping materials needed for meetings.

**10% - Other Administrative Activities**
- Assist Underwriters in completing the mortgage renewal process
- Assist with administrative duties related to Arrears and Enforcement Management
- Provide backup support for Reception when required
- Work with peers and departments.
- Coordinate group activities
- Pursue personal de

  • Insurance Underwriting Assistant

    4 weeks ago

    Calgary, Alberta, Canada CNA Full time

    Job SummaryWe are seeking a highly skilled Underwriting Assistant to join our team at CNA. As an Underwriting Assistant, you will play a critical role in ensuring the timely and accurate processing of insurance policies.Key ResponsibilitiesEndorse, code, renew, or cancel policies in accordance with company underwriting policies and procedures.Review and log...

  • Underwriting Supervisor

    4 weeks ago

    Calgary, Alberta, Canada Co-operators Full time

    Company: Sovereign InsuranceDepartment: OperationsEmployment Type: Regular Full-TimeWork Model: Hybrid (2days/week in office)Language: English is required. French is an assetThe Opportunity:Sovereign Insurance is seeking a skilled Supervisor to lead our Underwriting Assistant Pool. As a Supervisor, you will direct and evaluate the day-to-day activities of...

  • Underwriting Assistant

    4 weeks ago

    Calgary, Alberta, Canada CNA Full time

    **Job Summary**We are seeking a highly skilled Underwriting Assistant to join our team at CNA. As an Underwriting Assistant, you will play a critical role in ensuring the timely and accurate processing of insurance policies.Key Responsibilities:Endorse, code, renew, or cancel policies in accordance with company underwriting policies and procedures.Review and...

  • Underwriting Assistant

    4 weeks ago

    Calgary, Alberta, Canada CNA Full time

    **Job Summary**CNA is seeking an Underwriting Assistant to join our team. As an Underwriting Assistant, you will be responsible for ensuring targeted profitability and renewal retention for existing and new accounts.**Key Responsibilities**Endorse, code, renew, or cancel policies following company underwriting policies/procedures, applicable laws, and...

  • Underwriting Assistant

    5 months ago

    Calgary, Canada CNA Full time

    JOB DESCRIPTION : RESPONSIBILITIES: Service existing and new accounts to ensure targeted profitability and renewal retention Endorses, codes, renews or cancels policies following company underwriting policies/procedures, applicable laws and regulations subject to personal Authority Level as assigned by management  Review and log new business...

  • Policy Underwriting Specialist

    1 week ago

    Calgary, Alberta, Canada CNA Full time

    **About Us**CNA is a leading insurance company dedicated to providing exceptional service and support to our customers.**Job Summary**We are seeking an experienced Policy Underwriting Specialist to join our team. In this role, you will be responsible for ensuring targeted profitability and renewal retention by servicing existing and new accounts.The ideal...

  • Underwriter, Irca

    1 month ago

    Calgary, Canada Definity Financial Corporation Full time

    Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so we embrace...

  • Underwriting Assistant

    2 months ago

    Calgary, Canada Northbridge Financial Corporation Full time

    Our Underwriting Assistants have fantastic attention to detail and can process a high number of submissions with mínimal errors into our new platform. They work with extremely well within a team environment, offering support when needed to other underwriters within the team to make sure the work gets done! **We want your talent** **If you are great...

  • Underwriting Supervisor

    4 weeks ago

    Calgary, Alberta, Canada Co-operators Full time

    At Sovereign Insurance, we're seeking a highly skilled and experienced Supervisor to lead our Underwriting Assistant Pool. As a key member of our Operations team, you'll be responsible for directing and evaluating the day-to-day activities of our underwriting assistants, ensuring they meet our high standards of service and support.Key...

  • Commercial Underwriting Associate

    5 months ago

    Calgary, Canada Benefact Group Full time

    **Working hours**:37.5 hours per week, Monday to Friday **Duration**:Permanent / FTC / Temporary **Location: Calgary, Alberta** **About the role***: **Ecclesiastical Insurance Canada**, who are proudly part of **Benefact Group**, are looking for a **Commercial Underwriting Associate** to join our **Calgary** office. We are seeking a Commercial...

  • Underwriting Assistant

    2 months ago

    Calgary, Canada Northbridge Financial Corporation Full time

    Our Underwriting Assistants have fantastic attention to detail and can process a high number of submissions with mínimal errors into our new platform. They work with extremely well within a team environment, offering support when needed to other underwriters within the team to make sure the work gets done! **We want your talent** **If you are great...

  • Jr. Underwriter

    3 months ago

    Calgary, Canada Mortgage Tree Full time

    **Accountabilities** We are looking for an assistant to work within a mortgage broker team. You will assist two high producing brokers along with administration of our office day-to-day 1. Excellent organization skills and strong attention to detail 2. Effective communication skills, both written and verbal 3. Team Player 4. Organize Team Meetings 5....

  • Insurance Underwriter

    1 month ago

    Calgary, Alberta, Canada Equitable Life of Canada Full time

    Underwriter, JuniorAt Equitable Life of Canada, we're committed to fostering a collaborative and dynamic work environment that empowers our employees to grow and reach their full potential. We're seeking a highly motivated and detail-oriented Junior Underwriter to join our Individual Underwriting team.Key Responsibilities:Apply critical thinking skills to...

  • Underwriting Assistant

    2 months ago

    Calgary, Canada The Sovereign General Insurance Company Full time

    Company: Sovereign Insurance Department: Operations Employment Type: There are 2 positions available. One position is Regular Full Time and one position is Temporary Full Time (18 months). Work Model: Hybrid (2 days/week in office) Language: Bilingualism in English and French is required. **The Opportunity**: As a wholly owned subsidiary of the...

  • Financial Underwriter

    1 week ago

    Calgary, Alberta, Canada Equitable Life of Canada Full time

    Role Overview:We are seeking a highly skilled Junior Underwriter to join our Individual Underwriting team at Equitable Life of Canada. As a key member of our team, you will play a critical role in ensuring the accuracy and efficiency of our underwriting processes.Key Responsibilities:Apply critical thinking skills to assess medical, financial, and...

  • Associate Underwriter

    4 weeks ago

    Calgary, Alberta, Canada Liberty Mutual Canada Full time

    Job Title: Associate UnderwriterAbout the Role:We are seeking a highly skilled Associate Underwriter to join our Underwriting team in Calgary. As an Associate Underwriter, you will be responsible for underwriting, marketing, maintaining, and growing an assigned portfolio of Middle Market Property and Casualty business within the Alberta & Prairies Region...

  • Associate Underwriter

    2 months ago

    Calgary, Canada Liberty Mutual Canada Full time

    Department: UnderwritingLocation: CalgaryReports To: Assistant Vice President, Commercial Lines, Alberta, and the PrairiesCompany Overview:Liberty Mutual Canada is the Canadian operation of Liberty Mutual Insurance Company. We offer a broad suite of commercial insurance products and solutions to mid-size and large Canadian companies with Canadian, North...

  • Underwriting Associate

    2 months ago

    Calgary, Canada Zurich Insurance Full time

    The Opportunity- Are you looking for a caring, collaborative, values-driven workplace with inspiring teammates and leaders? Do you have the ambition and desire to be the best and thrive at the most impactful global insurance provider in the world? Look no further than Zurich Canada. If you have administrative experience and are looking for a new challenge,...

  • Underwriting Operations Specialist

    2 weeks ago

    Calgary, Alberta, Canada Liberty Mutual Canada Full time

    Underwriting Operations Associate Job SummaryWe are seeking a highly organized and detail-oriented Underwriting Operations Associate to join our team at Liberty Mutual Canada. As a key member of our Operations & Innovation team, you will be responsible for performing underwriting support functions including setting up new and renewal business, policy and...

  • Commercial Underwriting Manager

    4 weeks ago

    Calgary, Alberta, Canada CNA Full time

    **Job Summary**CNA is seeking a highly skilled Commercial Underwriting Manager to lead our auto underwriting team. The ideal candidate will have a proven track record of managing a team of underwriters to achieve business objectives.Key Responsibilities:Coach, lead, and develop a team of underwriters to produce and underwrite business within the...