Mortgage Advisor Administrator

**Scope of Position**

This position is a diverse role in the Mortgage Advisor department supporting the team in achieving the business delivery and operational objectives through effective administrative support.

They will fulfill day-to-day operations regarding different aspects of the Mortgage Advisor role, including processing transactions, following up on operational queries and additional administrative duties as necessary. Makes recommendations to improve processes related to their administrative tasks. This will be support for 5 Mortgage Advisors.

**Major Responsibilities**
- Supporting the Mortgage Advisor team with various administrative duties
- Ordering Appraisals
- Ordering First Canadian Title documentation
- Preparing and executing mortgage documents for e-signature
- Obtaining and uploading member documents to credit portal
- Confirming Member appointments for Mortgage Advisors
- Setting up Member accounts and statements on Banking system
- Other related duties as assigned

**Expectations / Outcomes**
- Administrative tasks are up to date in a timely manner with mínimal errors
- Team expectations are met and/or exceeded
- Documentation and reports are coordinated in a manner that is efficient and ensures that the department runs smoothly

**Contacts**
- Mortgage Advisor Management
- Mortgage Advisors
- Credit Compliance Officers
- Appraisal Companies
- First Canadian Title
- Branch and Contact Centre
- Members

**Qualifications**
- Post-secondary education combined with 2 years _related_ experience in a similar role in a financial institution
- Knowledge of mortgages and lending
- Willingness to pursue additional learning programs

**Competencies**
- Excellent interpersonal and communication skills
- Strong organizational and multi-tasking skills with attention to detail
- Excellent problem-solving skills
- Ability to manage change and adapt quickly
- Achievement orientation-consistently meets work expectation

**About Alterna Savings**

Alterna Savings and Credit Union Limited (Alterna) has been the good in banking for over 110 years, and based on assets under management, is one of Canada's Top 10 credit unions (CCUA, 2021). Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank. Together, we have $10 billion in assets under management.

As the first full-service, member-owned co-operative financial institution outside Quebec, Alterna Savings shares its expertise with more than 185,000 members through a network of over 30 branches across Ontario, that includes partner Peterborough Community Savings; as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage, investment management services, and have access to over 43,000 surcharge-free ATMs in North America with THE EXCHANGE Network in Canada and the All point Network in the US.

**Working at Alterna**

Alterna offers a fast-paced, impactful work experience in an organization that cares about doing good. For over 100 years, Alterna has been creating financial services that transform lives for the better, all while giving back to our community.

We are incredibly proud of our corporate culture, where everyone works together towards a common goal, the financial wellbeing of our members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for six years running.
- Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact the recruiter to let us know how we can accommodate you.