Underwriting Administrative Assistant

**Position Title**: Underwriting Administrative Assistant

**Position reports to**:Underwriting Manager

**Position status**:Full time

**Position category**:Permanent

**Location**: Calgary, Alberta

**Work hours**: Monday - Friday 8am - 5pm (40 hours/week)

**Calvert Home Mortgage (CHMIC) **is a full-service alternative mortgage investment firm that supports homeowners, investors, and brokers to achieve their goals by seeing the person behind every mortgage. We are on a mission to be the most trusted lending solution in Canada by putting people first, focusing on their success, and always doing the right thing.

Our team is the best in the business, combining unrivalled expertise and experience with a caring approach that sets us apart. Our shared values of **Service, Trust, Education, People, and Solutions** drive our longevity and success. Relationships are far more important than transactions, and we build trust by listening to our customers, understanding their unique needs, educating them on their options, and finding the right solutions. This principle of “kitchen table lending” is fundamental to who we are.

We are looking for an **Underwriting Administrative Assistant** to join our exciting, growth-focused company that truly cares about its employees. At Calvert Home Mortgage, we champion a positive work culture that allows you to thrive and contribute to our long-term success.

We offer competitive salaries, a bonus program, share ownership, extended health and dental benefits, a free on-site fitness facility, a location that avoids the downtown commute, and free parking.

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**WHAT’S THE BIG IDEA?**

**HOW DO WE WORK?**

As an organization we aim to be trusted advisors, offering an effortless experience in providing short-term lending solutions for the personal and financial success of our clients. Offering the best solutions is highly dependent on the management of risk and compliance within our industry. This role will be a key contributor with the ability to manage and analyze risk. We value a productive, proactive, and fast-paced office environment.

**HOW DO YOU FIT IN?**

The successful individual will have the following experience, education, and ability to develop these demonstrated skills:

- 1 year previous experience as an Administrative Assistant, Receptionist, or Paralegal
- Post-secondary education with a diploma, degree or equivalent from an accredited college or university considered an asset
- Proficient with Microsoft Office Suite Tools (Outlook, Excel, Word, PowerPoint)
- High degree attention to detail
- High degree of data entry accuracy is critical
- Conduct that aligns with company values, ensuring all stakeholders are considered in business operations.
- Strong organizational skills with the ability to adapt to shifting priorities, demands and timelines, to effectively prioritize and execute tasks in a time sensitive environment.
- Ability to troubleshoot and problem-solve.
- A team oriented, positive, and collaborative approach with strong work ethic to fit in with the existing team.
- Ability to work well under pressure and maintain composure in a fast-paced and changing environment.

**WHAT YOU WILL BE DOING**

**85% - Underwriting Administrative Assistant**
- Ensure all documents are accurately labeled and filed for easy retrieval.
- Requesting and acquiring necessary documentation for Underwriter’s review, such as Credit Bureaus, Titles, Corporate Search, Drive Bys, etc.
- Coordinate underwriters’ calendars, scheduling meetings, appointments and calls.
- Create agendas and meeting minutes for all meetings as needed.
- Compile data and assist in generating basic reports.
- Keep accurate records of communication, decisions, and actions taken during the underwriting process.
- Handle routine administrative tasks, such as photocopying, scanning and mailing documents.
- Assist Underwriters with miscellaneous tasks as needed.
- Comply with regulations including but not limited to Real Estate Act, Privacy Act, Securities Act, Business Corporations Act, Fair Trading Act/Consumer Protection Act, (all legislation and regulation in all provinces we do business in) etc.
- Review and submit for approval invoices provided by third party vendors such as, but not limited to: Pipeline CRM, FundMore AI., PCHS, Maximum, Velocity, Lendesk (Finmo), Filogix
- Prepare and submit for approval all monthly Expense Reports (Visa and Personal) for all members of the Underwriting group.
- Coordinate all travel related activities for Underwriters including booking flights, car rentals and hotels as necessary and coordinate shipping materials needed for meetings.

**10% - Other Administrative Activities**
- Assist Underwriters in completing the mortgage renewal process
- Assist with administrative duties related to Arrears and Enforcement Management
- Provide backup support for Reception when required
- Work with peers and departments.
- Coordinate group activities
- Pursue personal de