Underwriting Associate

3 weeks ago


London, Canada Alberta Motor Association Full time

AMA:
**CUSTOMER **_experience_** IS YOUR FIRST, MIDDLE, AND LAST **_name_**.**
- Posted: 2023-11-10_
- 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_ ‘why’ - helping you succeed. Our focus is providing honest, straightforward service and financial solutions for everyday living and important life events.

**We’re 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’t need to go through multiple levels of approvals.

**Our customers are everything.** When you become a customer of Bridgewater Bank, you’re like our neighbour - even family - 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 — you're so organized that you have an uncanny ability to get you’re 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’LL 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.
- 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’VE 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’ experience in a financial institution with knowledge and experience in Mortgage Underwriting.

**WHAT YOU'LL GET**
- Competitive salary.
- Flexible benefits.
- Outstanding employer-paid Pension Plan.
- Great AMA discounts.
- Unlimited learning opportunities.

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



  • London, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a **Group Insurance Underwriting Assistant** The Group Underwriting department is responsible for assessing the risk and making decisions associated with the sale of an employer benefits plan, amendments to that plan and the annual renewal of the plan. And, at times, provide annual financial reports to clients about...


  • London, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a **Group Insurance Underwriting Analyst** The Group Underwriting department is responsible for assessing the risk and making decisions associated with the sale of an employer benefits plan, amendments to that plan and the annual renewal of the plan. And, at times, provide annual financial reports to clients about...

  • Associate Financial

    7 days ago


    London, Canada Cooperators Full time

    The Associate Insurance/Financial Advisor plays a key role in supporting and developing agency operations through client contact and service/sales activities. This role may have an opportunity to specialize in one or more product areas such as life, business, home, auto and wealth. The Associate Insurance/Financial Advisor will determine/assess needs of a...


  • London, Canada Specialized Recruiting Group -London, Ontario Full time

    Our established client in London is looking to add an Administrative Specialist to their team. The ideal candidate would have prior Insurance experience and be familiar with the use of Salesforce, Outlook, and be very detail oriented and a multitasking fast learner. Essential Duties & Responsibilities • Nurture and build client relationships by responding...


  • London, Canada Specialized Recruiting Group -London, Ontario Full time

    Our established client in London is looking to add an Administrative Specialist to their team. The ideal candidate would have prior Insurance experience and be familiar with the use of Salesforce, Outlook, and be very detail oriented and a multitasking fast learner. Essential Duties & Responsibilities • Nurture and build client relationships by responding...


  • London, Canada Specialized Recruiting Group -London, Ontario Full time

    Our established client in London is looking to add an Administrative Specialist to their team. The ideal candidate would have prior Insurance experience and be familiar with the use of Salesforce, Outlook, and be very detail oriented and a multitasking fast learner. Essential Duties & Responsibilities • Nurture and build client relationships by responding...


  • London, Canada Specialized Recruiting Group -London, Ontario Full time

    Our established client in London is looking to add an Administrative Specialist to their team. The ideal candidate would have prior Insurance experience and be familiar with the use of Salesforce, Outlook, and be very detail oriented and a multitasking fast learner. Essential Duties & Responsibilities • Nurture and build client relationships by responding...


  • London, Canada Specialized Recruiting Group -London, Ontario Full time

    Our established client in London is looking to add an Administrative Specialist to their team. The ideal candidate would haveprior Insurance experienceand be familiar with the use ofSalesforce , Outlook, and be very detail oriented and a multitasking fast learner.Essential Duties & Responsibilities • Nurture and build client relationships by responding...


  • London, ON, Canada Specialized Recruiting Group -London, Ontario Full time

    Our established client in London is looking to add an Administrative Specialist to their team. The ideal candidate would have prior Insurance experience and be familiar with the use of Salesforce, Outlook, and be very detail oriented and a multitasking fast learner. Provide direct support to the sales and associate team by drafting quotes and...


  • London, Canada Specialized Recruiting Group -London, Ontario Full time

    Our established client in London is looking to add an Administrative Specialist to their team. The ideal candidate would have prior Insurance experience and be familiar with the use of Salesforce, Outlook, and be very detail oriented and a multitasking fast learner. Essential Duties & Responsibilities • Nurture and build client relationships by responding...


  • London, Canada Specialized Recruiting Group -London, Ontario Full time

    Our established client in London is looking to add an Administrative Specialist to their team. The ideal candidate would have prior Insurance experience and be familiar with the use of Salesforce, Outlook, and be very detail oriented and a multitasking fast learner. Essential Duties & Responsibilities • Nurture and build client relationships by responding...


  • London, Canada Specialized Recruiting Group -London, Ontario Full time

    Our established client in London is looking to add an Administrative Specialist to their team. The ideal candidate would have prior Insurance experience and be familiar with the use of Salesforce, Outlook, and be very detail oriented and a multitasking fast learner. Essential Duties & Responsibilities • Nurture and build client relationships by...


  • London, ON, Canada Specialized Recruiting Group -London, Ontario Full time

    Our established client in London is looking to add an Administrative Specialist to their team. The ideal candidate would have prior Insurance experience and be familiar with the use of Salesforce , Outlook, and be very detail oriented and a multitasking fast learner. Essential Duties & Responsibilities • Nurture and build client relationships by...