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Mortgage Associate
2 months ago
We are seeking a highly skilled and detail-oriented Mortgage Associate to join our team at Disability Solutions. As a key member of our Mortgage team, you will be responsible for ensuring the accurate setup and ongoing administration of mortgage files within agreed-upon Service Level Agreements (SLAs).
Key Responsibilities- Review mortgage documentation for completeness and accuracy.
- Process disbursements, fees, and other account maintenance-related activities.
- Action all legal documentation and notices of insurance cancellations.
- Audit files, ensuring all requirements are met and are within operational policies.
- Communicate with the Client Services Team and external contacts responding to transaction requests and inquiries.
- Support your team in its overall operation, by working collaboratively with department colleagues and ensure that all tasks and projects are completed with integrity and in a timely manner.
- Continuously seek and offer suggestions for operational improvement and efficiencies.
- Investigate and resolve errors, including discrepancies identified by Internal Controls or the Client Services Team.
- Maintain and develop procedures documents related to assigned activities.
- Participate in department initiatives and projects as assigned.
- Basic understanding of mortgages and related terminology.
- Excellent verbal and written communication.
- Proficiency with MS Office suite (Excel, PowerPoint, Outlook, etc.).
- High school graduation.
- Past experience in the mortgage industry is an asset.
- Strong understanding of RRSP, RRIF, and TFSA rules is an asset.
- Experience working with GlobalPlus or FIS Unity is an asset.
Disability Solutions is a leading provider of trustee and custodial solutions for businesses and institutional investors. We operate with a deep understanding of the markets where we can add value. Our philosophy is centered on providing clients with client-focused service, notable value, and tailored solutions.
We are committed to creating a safe and inclusive environment where a diverse workforce thrives. We offer a wide range of benefits, including hybrid work environments, everyday flexibility, generous company-funded health coverage, and a flexible wellness program.
We are proud to be recognized as one of Canada's top 50 Best Workplaces and recipient of Waterston Human Capital's Most Admired Corporate Culture 2023.
