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Underwriting Associate

2 months ago

Kelowna, British Columbia, Canada Bridgewater Bank Full time

About Bridgewater Bank

Bridgewater Bank is a unique financial institution that prioritizes customer experience above all else. As a customer-centric organization, we strive to provide honest, straightforward service and financial solutions for everyday living and important life events.

Our Culture

We're a team of financial service experts with flexible mindsets, allowing us to respond quickly with innovative approaches that meet our customers' needs. Our customers are like family to us, and we treat them with the same level of care and respect.

Job Summary

We're seeking an Underwriting Associate to join our team. As an Underwriting Associate, you will provide support to our Mortgage Underwriters, ensuring all follow-up on files are completed and all conditions met prior to closing. You will also facilitate approving or cancelling mortgage loan applications, follow up on commitments, and verify accuracy of specifications on mortgage documents.

Key Responsibilities

  • Report to the Manager, Underwriting and Broker Services
  • Provide support to 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
  • Collaborate with internal and external customers to achieve departmental and organizational goals
  • Responsible for completing Quality Assurance audits on assigned files

Requirements

  • Post-secondary education in a relevant field (e.g. business, commerce, business management) or equivalent combination of education and experience
  • Minimum 3 years' experience in a financial institution with knowledge and experience in Mortgage Underwriting
  • Proficiency with various software applications such as MS Office, LMS, etc.

What We Offer

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