Mortgage Funding Associate

AMA - Alberta Motor Association•Calgary, AB

7d•Hybrid

About The Position

Some people see paperwork, conditions, deadlines, and documentation. You see a process that needs to be completed accurately, efficiently, and on time. You enjoy bringing order to complexity and making sure every detail is accounted for. Whether you're reviewing solicitor documents, coordinating with partners, or preparing funding packages, you take pride in knowing that your work helps customers achieve homeownership. At Bridgewater Bank, you’ll be part of a nimble, forward-thinking organization where your ideas matter, your contributions are valued, and your growth is encouraged. We’re driven to make a positive impact and our close-knit culture values flexibility, innovation, and genuine connection. We value people who are eager to explore new ideas and who are comfortable putting emerging technologies into practice. We see experience with AI‑powered tools like ChatGPT, Copilot, and similar platforms as a real plus - especially when it’s used to work smarter, increase efficiency, and find better ways to get things done.

Requirements

Post-secondary education in business, commerce, finance, business management, or a related field. An equivalent combination of education and experience will also be considered.
A minimum of three years of mortgage or financial institution experience.
Strong knowledge of mortgage funding processes and documentation requirements.
Highly proficient with Microsoft Office Suite, particularly Excel.
Experience working with banking and mortgage systems such as Wealthview Banking and Filogix.
Exceptional analytical and problem-solving skills.
Excellent verbal and written communication skills.
Ability to effectively manage multiple priorities and consistently meet deadlines.
Strong understanding of accuracy, compliance, and audit requirements.

Nice To Haves

Previous audit experience would be considered an asset.
Experience with AI‑powered tools like ChatGPT, Copilot, and similar platforms.

Responsibilities

Report to the Manager, Mortgage Quality Assurance.
Analyze preliminary funding requirements and documentation on assigned mortgage files.
Review final solicitor reporting documentation for accuracy, completeness, and compliance with business requirements.
Audit mortgage set up information within the Wealthview Banking system to ensure data integrity and accuracy.
Prepare and review solicitor instruction packages received from Underwriting Associates.
Work closely with solicitors and law offices to ensure documentation requirements are met and land title registration requirements are satisfied.
Ensure all solicitor conditions are fulfilled prior to funding and disbursement.
Prepare documentation packages for final mortgage disbursement.
Coordinate file tracking, follow-up activities, and documentation management to ensure mortgage closing deadlines are met.
Forward completed files for digital imaging and processing.
Investigate and resolve escalated issues while maintaining a high level of customer service.
Maintain reporting and documentation records to support operational effectiveness.
Identify process improvement opportunities and contribute to the development of best practices.
Collaborate with Underwriters, Underwriting Associates, brokers, solicitors, and customers to support the mortgage funding process.