Company: Kelleway Mortgage Architects
Title: Licensed Associate Mortgage Planner & Underwriter
Years of Experience: Minimum one year’s experience in a mortgage financing position.
Licenses or registrations required: BC mortgage sub-broker license required. Dual license in BC and AB would be an asset.
City of Position: Maple Ridge, BC
How should candidates contact us: FAX cover letter and resume to 1 866 683 6788. No email please.
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Licensed Associate Mortgage Planner & Underwriter
Job Description
Most of our business is conducted electronically by email, fax, phone and remote computer interface in order to arrange mortgage financing in either BC or AB on behalf of our clients.
Responsibilities
- Completes and/or takes mortgage financing applications from clients
- Submits, on behalf of clients, requests for pre-approvals and approvals to lenders
- Obtains lender conditional approvals
- Informs clients of documentation needed to fulfill lender requirements
- Assists in processing client information and submission of documents to lenders, and other parties related to the deal if necessary, in order to remove financing conditions
- Assists in educating clients with regard to the mortgage planning process
- Resolves workflow and client file issues according to set policies and procedures
Reports To
- Senior Mortgage Planner, Glen Kelleway, AMP, who is licensed to arrange mortgages throughout BC and AB.
Minimum Qualifications
Successful Applicant must be able to:
- Prioritize her or his work effectively according to funding deadlines
- Make underwriting decisions independently on routine files
- Work collaboratively to underwrite files that are more complex
- Exercise sound judgment and discretion in all aspects of the mortgage financing process
- Write concise email messages and speak clearly by phone in English with business contacts and clients.
Education.
- Candidates must have a BC sub-mortgage broker license. Have earned a high school diploma plus attained some post-secondary education. Coursework in finance, real estate, management science and management information systems would be an asset.
Experience.
- Minimum one year’s mortgage experience in the financial industry required. Intermediate computer experience required (Word, Excel, client database management software, e.g., ACT, Maximizer or Goldmine).
Knowledge, Skills and Abilities.
- Effective oral and written communication in English. Is skilled in customer service, fostering collegial relationships and exercising organizational ability. Able to type 55 wpm and operate a normal range of office equipment. Able to use word processing, spreadsheet, database and electronic mail applications at an intermediate level. Able to exercise tact and discretion. Able to prioritize and meet deadlines. Able to work both independently and within a team environment. Although not required, spoken fluency in another language other than English would be an asset.
Security.
- Successful candidate must produce a current and acceptable police background report.
Setting.
- The 1000 square foot office environment is located in the lower half of a house in a quiet residential neighbourhood. Although a bus stop is approximately 7 blocks away (10 min walk), car travel to and from work is advised. Office is brightly lit, separate from the rest of the home, and has a staff washroom, meeting room, kitchenette and exercise room. Employee will have a large desk (his or her designated workstation) with a computer and two flat screen monitors.
Remuneration.
- Full time (based on 40 hour work week) salary competitive with industry standards. After successfully completing a three-month probationary period, the employee is eligible to partake in a productivity bonus and a $2500 annual private health plan.
Last modified: April 28, 2014
