Mortgage Specialist Associate 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.

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

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

• 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

Post-secondary education (diploma/degree) preferred, preferably in business or finance

Have a minimum of 2 years’ commercial mortgage administration experience

Good working knowledge of MS Office (primarily Word and Excel)

Effective analytical and problem-solving skills

Strong business sense combined with sound technical knowledge of secured lending and factors affecting the commercial mortgage market

Excellent communication skills, both oral and written

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

You have strong organizational and time management skills and are always one step ahead

Build a thorough knowledge and understanding of Neo’s mortgage products and services as well as assessing local competition and market opportunities

3-5+ years experience in a customer facing role

Experience as a mortgage broker or in mortgage sales at another lender is an asset

Experience in financial services or with financial products is an asset

Experience achieving sales quotas, with a strong internal desire to meet and exceed achievable targets

You have strong sales management experience and have the ability to market yourself, the mortgage business, and Scotiabank effectively

You’re a relationship builder who is focused on providing a great client experience and growing relationships with existing Bank customers

You have 3 to 5 years of industry-related experience and a deep understanding of your local market

You possess and maintain a driver’s license and have access to personal transportation

You’ll have access to an industry-leading suite of mortgage products, including our iconic STEP product.

Our model is efficient, fast, and rooted in common sense lending principles.

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.

You have 2+ years residential underwriting and/or audit or Quality Control/Quality Assurance and/or Loan review experience in the residential mortgage industry

You have strong problem-solving skills and the ability to proactively identify risks, and recommend solutions

You have strong communication skills, written and verbal

You’re ensuring each file complies with the underwriting standards and guidelines prior to funding

You’re performing a pre-funding review/audit of files and providing approval for funding, or providing observations or findings to the Underwriters

You’re addressing and overseeing the appropriate corrections of any errors