Mortgage Operations Associate

YOURE A self-motivated INNOVATIVE thinker.

The Opportunity
Some people just have a knack for staying on top of things. Youre a multi-tasking dynamo who can prepare fulfill review and process requests with accuracy and without a mistake in site. You have an eagle-eye for detail and a mind like Fort Knox nothing is getting out of there once youve learned it. You know the rules and you abide by them. You always have a lot going on and somehow you manage to do with all with a smile on your face and a can-do attitude.

The Team Youve Been Looking For
Bridgewater Bank is more than a financial institution; were a team of passionate people who care deeply about helping others succeed. Unlike traditional banks we have no branches. This means less time managing logistics and more time focused on providing straightforward honest service and smart financial solutions that support our clients in reaching lifes biggest milestones.

As a wholly owned subsidiary of AMA we share a proud legacy of service and a commitment to doing the right thing for our customers our communities and each other. At Bridgewater Bank youll be part of a nimble forward-thinking organization where your ideas matter your contributions are valued and your growth is encouraged. Were driven to make a positive impact and our close-knit culture values flexibility innovation and genuine connection. As part of the Bridgewater team youll enjoy:

• Competitive salary and flexible benefits
• Employer-paid retirement savings program
• Employee-exclusive discounts on travel insurance memberships and more
• Free travel medical insurance for you and your immediate family
• Ongoing professional development
• Flexible work models that make sense for your lifestyle

Who You Are

• Youre passionate about making sure the customer is happy in fact its more like an obsession for you.
• Youre a mad multi-tasker able to manage and prioritize multiple files with ease in a deadline-oriented environment.
• You dont need anyone to light a fire under you. Youre self-motivated decisive able to take initiative and can work with minimal supervision. Go you!
• You love being a part of a team and knowing that your contribution is making a difference.
• You do everything above board and are the complete package ethical professional self-confident with proven integrity. And we like that about you.
• Youre a stickler for detail and documentation.
• Youre a problem solver with an inquisitive analytical mind. You love coming up with new ways to tackle a challenge and relish digging into the details to find the perfect solution.
• Youre an excellent communicator who listens when people talk; and when you talk people listen.

How Youll Make an Impact

• Report to the Manager Operations.
• Provide a high level of customer service to and liaise with internal and external customers and partners.
• Deliver a high level of service to both internal partners and external clients reflecting the organizations values and commitment to excellence.
• Review operational reports for completeness and accuracy. Follow up on discrepancies as necessary and support ongoing data integrity initiatives.
• Investigate and resolve internal and external customer inquiries in a timely and professional manner ensuring a high standard of service.
• Perform regular audit and quality control checks to ensure accuracy and compliance across deposit and mortgage processes.
• Participate in mortgage-related investigations with the broader team to help formulate solutions.
• Carry out and support our mortgage processes including mortgage payouts renewals and any mortgage-related account changes.
• Input and update client information into required systems.
• Embrace change with a positive attitude. Actively contribute ideas and feedback to improve operational processes and enhance the customer and employee experience.
• Provide backup and support to peers across the team. Demonstrate flexibility by learning and supporting processes outside the immediate role including those from other operational areas.
• Youll contribute to a positive inclusive and supportive team culture. Collaborate effectively with team members to achieve shared goals and assist others as needed.
• Work closely with other departments to streamline workflows enhance daily operations and ensure alignment across teams.
• Youre open and willing to learn additional processes across the broader Operations department umbrella beyond mortgage-specific tasks to support overall flexibility and team success.

What You Bring to the Table

• You have a post-secondary education in a relevant field (e.g. business/commerce business management finance etc.).
• You have a strong understanding of end-to-end mortgage operations processes with a commitment to ongoing learning and development. A minimum of three years mortgage or financial institution experience is required.
• You are computer literate with a sound knowledge in Microsoft Office.
• You have a demonstrated ability to adapt to new systems.
• Bonus points if youre familiar with Wealthview Banking and / or Filogix.

Belonging Matters Here
AMA is committed to providing an inclusive respectful and accessible environment. If you require an accommodation at any time during our recruitment process please contact . Well work with you feel supported throughout your journey with us.