Mortgage Analyst

6 days ago

Calgary, Alberta, Canada Neo Financial Full time

Join us to build a more rewarding financial future for all Canadians

At Neo, we're on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly expanding tech startup isn't for everyone. It's complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is one of the fastest-growing fintech companies in Canada.

  • 1 Fastest Growing Company in Canada for 2024 by Globe & Mail
  • Deloitte's Fast 50 in Canada Winner for 2023 and 2024
  • LinkedIn's Top Startup in Canada for 2022 and 2023
  • Top-ranked mobile apps and credit cards
  • Team of 700+ people
  • 1M+ customers
  • 10K+ retail partners

The Role

We are seeking a highly detail-oriented and analytical individual to join our team as a Mortgage Operations Analyst. This role is pivotal in providing essential administrative and analytical support to the senior management and the broader mortgage team. The ideal candidate is a proactive individual with proven organizational skills who thrives in a fast-paced environment and can manage critical administrative and reporting tasks with precision.

What you'll be doing

  • Commission and Data Management

  • Execute manual and administrative processes to accurately capture commission-related data from various sources and transfer it into required internal platforms and templates.

  • Ensure the integrity and accuracy of all transferred data, maintaining high standards for detail.

  • Reporting and Analytics

  • Prepare and generate key reporting and metrics, with a primary focus on month-end activities.

  • Distribute reports to various stakeholders, including point-of-sale teams and insurers.
  • Analyze data to identify trends and ensure all reporting templates are accurately populated from partner reports.

  • Team Support and Operations

  • Work closely with the Senior Manager to provide comprehensive support for daily operations of the mortgage team.

  • Support other key operational areas, which may include tasks related to funding or broker teams
  • Maintain organized documentation and records for all activities.

Who we are looking for

  • Experience: 2-3 years of relevant professional experience in an analytical, administrative, or operations-focused role.
  • Attention to Detail: Proven ability to be highly organized with an exceptional strong attention to detail and accuracy in administrative and data-handling tasks.
  • Analytical Aptitude: An analytical and administrative mindset, with a strong ability to work with and interpret data for reporting metrics.
  • Technical Skills: Comfortable working with data from reports (no specific platform knowledge is required, as data is provided from partner reports to be populated into templates).
  • Industry Knowledge: Prior experience in mortgage operations or underwriting is not required but considered an asset.
  • Communication: Excellent communication skills and the ability to work collaboratively in a team environment, supporting senior staff and other team members.
  • Prior general mortgage knowledge or familiarity with the industry is an advantage but is not mandatory.

Working at Neo:

The people who thrive at Neo are resourceful, growth-oriented, and driven to win. We hold ourselves to high standards because we're on a mission that matters: to build a more rewarding financial future for all Canadians. As individuals and as a team, we constantly challenge ourselves and each other to do our best work for our customers. Our commitment to customer success drives everything we do, from building intuitive products to providing exceptional support at every step of their journey. If this resonates with you, keep reading.

We trust, respect, and support each other. This means honest conversations, constructive input, and continuous support. You'll be surrounded by people who push you to be your best. We primarily collaborate in person across our Calgary, Winnipeg, and Toronto offices. As we evolve rapidly, we're looking for change-makers who thrive on challenge—people who would rather blaze a trail through uncertainty than follow a well-paved path.

All team members have a stake in Neo's success and earn meaningful equity through stock options. This ownership mindset is at the heart of everything we do — when Neo grows, we all grow. If you've heard that Neo employees work hard, it's true. We hold ourselves accountable for delivering on our commitments to our customers, partners, and each other. Working at Neo means taking ownership of your work and driving results, knowing that your contributions directly impact the company's success.

Apply with us:

We believe in equal opportunity and are committed to creating an inclusive climate where everyone can thrive. Customers trust us with their finances, so successful candidates for this position will be required to undergo a security screening, including a criminal records check and a credit check.

By continuing with your application, you agree to the Candidate Privacy Notice which guides how we process your personal information for the purpose of your application.

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