The Core Responsibilities of the Job
On a daily basis, the incumbent will obtain and review required documentation with a strong emphasis on anti-money laundering (AML) and anti-terrorist financing (ATF) requirements, including but not limited to, income, down payment verification and client interviews.
The incumbent will ensure that documentation adheres to corporate guidelines and will mitigate any concerns surrounding suspected misrepresentation when required. (35%)
Day-to-day the incumbent will make diligent use of reports to track and manage the flow of all deals funding for their team. (15%)
On a daily basis, the incumbent will communicate with internal contacts (underwriters, managers, administrators and mortgage sales staff) and external contacts (mortgage brokers and clients) to ensure transactions are processed in a timely and efficient manner in order to meet tight deadlines.
The incumbent will provide the highest level of internal and external customer service while fielding mortgage broker and client inquiries. (10%)
On a daily basis, the incumbent will monitor changes to deals and update files as required. The incumbent must send correspondence to the appropriate parties apprising them of changes.
The incumbent must also ensure that Quality Assurance requirements and Compliance review queries are dealt with in a timely and accurate manner. (5%)
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What we offer For full-time permanent roles Competitive discretionary bonus Market leading RRSP match program Medical, dental, vision, life, and disability benefits Employee Share Purchase Plan Maternity / Parental top-up while you care for your little one Generous vacation policy, personal days and even a moving day Virtual events to connect with your fellow colleagues Annual professional development allowance and a comprehensive Career Development program A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience