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Mortgage Associate

1 month ago


Vancouver, British Columbia, Canada Canadian Western Bank Full time
About the Role

We are seeking a highly skilled Mortgage Associate to join our team at Canadian Western Bank. 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
Requirements
  • 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
About Us

CWB Financial Group is a leading financial institution in Canada, providing a wide range of financial services to individuals, businesses, and institutional investors. We are committed to providing our clients with exceptional service, innovative solutions, and a culture of excellence.

We offer a comprehensive benefits package, including hybrid work environments, everyday flexibility, generous company-funded health coverage, and a flexible wellness program. Our commitment to employee development and well-being is reflected in our award-winning culture and benefits package.

Join our team and be part of a dynamic and inclusive work environment that values diversity, equity, and inclusion. Apply today to become a Mortgage Associate at Canadian Western Bank