Mortgage Specialist Jobs

Verify, review, and track all requested documents in mortgage management software

Use documentation to perform functions, such as calculating verified income or verifying assets, and update mortgage management software accordingly

Maintain a focus on enhancing customer service skills and knowledge

Order all necessary documents to satisfy AUS findings, investor and agency requirements

Ensure KPI’s are met as set forth by the processing manager

Review and confirm program eligibility as submitted, assist lender with necessary updates or changes

Excellent organizational skills and the ability to manage priorities

Establish strong working relations with internal stakeholders, including Regional Vice-Presidents, Branch Managers and Relationship Managers.

Deliver a positive client experience while seeking feedback to find opportunities to improve the overall client experience.

Min. 3-5 years of experience in retail lending

Strong knowledge of mortgage products

At ATB, we know that as you develop in your career, you gain many transferable skills.

Excellent organizational skills and the ability to manage priorities

Establish strong working relations with internal stakeholders, including Regional Vice-Presidents, Branch Managers and Relationship Managers.

Deliver a positive client experience while seeking feedback to find opportunities to improve the overall client experience.

Min. 3-5 years of experience in retail lending

Strong knowledge of mortgage products

At ATB, we know that as you develop in your career, you gain many transferable skills.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Minimum of 4 years’ mortgage experience, with preference given to reverse mortgage exposure

Strong written and verbal communication skills

Strong analytical and problem-solving skills

In-dept knowledge of mortgage funding and QA and underwriting guidelines an asset

Experience in underwriting mortgage for properties located in different provinces an asset

The incumbent will follow up with brokers daily on issued mortgage commitments to ensure that funding volumes are maximized.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

This Position Sets You Up For Success By Offering

Making Your Well-being a Priority

Our Commitment to Diversity, Equity, and Inclusion

How We're Helping Make An Impact In Communities

Knowledge of competitive marketplace and trends in product offerings.

Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups.

Escalates complex or unresolved customer situations to managers as required.

Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.

Uses authorized credit qualifications as needed to fulfill customer requests.

Broader work or accountabilities may be assigned as needed.

Experience with emerging communications and technology (i.e., web based meetings, social media, Digital Banking and Mobile Applications )

Previous experience as a mortgage lender

Strong knowledge of the mortgage origination business and home financing products

Excellent presentation and organizational skills

A comprehensive Total Rewards Program of flexible benefits, unlimited commission pay, and pension options

Cultivate local business opportunities and seek out new customers through relationship building within the community and your centres of influence

• Post-secondary education in Finance/ Business or relevant field.

• Mortgage Investment Company (MIC) and Exempt market dealers and exempt offerings,

• Strong knowledge of the financial industry and laws applicable to exempt market.

• Experience with SEDAR+ filings will be an asset.

The Compliance officer will be responsible for managing compliance issues that arise in relation to:

• Review KYC and suitability assessments and AML inputs.

Broader work or accountabilities may be assigned as needed. Qualifications:

Knowledge of competitive marketplace and trends in product offerings.

Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups.

Escalates complex or unresolved customer situations to managers as required.

Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.

Uses authorized credit qualifications as needed to fulfill customer requests.

- Understanding and adhering to all compliance and legal requirements

- A minimum of 3 years of experience as a Mortgage Broker

- Strong knowledge of mortgage industry regulations and guidelines

- Excellent verbal and written communication skills

- Strong negotiation skills and a keen eye for detail

- Proven track record of successful sales experience in the mortgage industry

• Manage and maintain condition management

What This Job Offers Employees:

• Health and dental benefits with your choice of health and/or wellness spending account

• Offering hybrid-work environments for specific roles

Years and Range of Experience Required to Perform the Job:

Bilingual Mortgage Operations Specialist - Toronto

Previous experience as a mortgage lender

Strong knowledge of the mortgage origination business and home financing products

Excellent presentation and organizational skills

A comprehensive Total Rewards Program of flexible benefits, unlimited commission pay, and pension options

Cultivate local business opportunities and seek out new customers through relationship building within the community and your centres of influence

Develop a loyal client base by providing exceptional mortgage advice and financial solutions

Experienced working in a regulated environment is essential

Experience For The Mortgage Administrator

£22,000 rising to £25,000 after 6 months, plus bonus an average of £250 a month

Rising holiday entitlement - up to 27 days

Processing and managing loan applications from the initial response through to completion

Taking ownership tasks to successfully deliver loan completions for our customers