Underwriting Associate (Calgary/Hybrid)

AMA - Alberta Motor Association•Calgary, AB

5d•Hybrid

About The Position

Bridgewater Bank is seeking an Underwriting Associate who is passionate about customer experience and believes in going above and beyond to help others succeed. As a wholly owned subsidiary of AMA, Bridgewater Bank focuses on providing straightforward, honest service and smart financial solutions. This role offers a flexible work model, competitive salary, and opportunities for professional development within a forward-thinking organization where ideas and contributions are valued.

Requirements

High school diploma.
One to two years' lending institution experience.
Demonstrated ability to adapt to new computer systems.

Nice To Haves

Excellent communication and listening skills.
Ability to identify and anticipate customer needs.
Strong attention to detail and accuracy.
Excellent organizational skills.
Master multi-tasker with strong time management and prioritization skills.
High ethical standards.
Self-motivated and proactive.
Flexible and responsive team player.

Responsibilities

Report to the Team Lead, Underwriting.
Provide support to the Mortgage Underwriters to ensure all follow-up on files are completed and all conditions met prior to closing.
Follow up on commitments and request specific documents.
Verify accuracy of specifications on mortgage documents.
Ensure all conditions of mortgage approval are met.
Route risk-involved matters to Underwriter for evaluation.
Analyze land titles, purchase contracts, and appraisal reports for inconsistencies.
Confirm all closing details including dates, client information, and payment frequency.
Collaborate with both internal and external customers of Bridgewater Bank and AMA to achieve departmental and organizational goals.
Responsible for completing Quality Assurance audits on assigned files.