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AMA

Auto club with roadside, insurance, travel.

Mortgage Funding Associate

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeCalgary, AB, CanadaNo salary listedHybrid

About the Job

Requirements

  • Post-secondary education in business, commerce, finance, business management, or a related field; an equivalent combination of education and experience is also considered.
  • A minimum of three years of mortgage or financial institution experience.
  • Strong knowledge of mortgage funding processes and documentation requirements.
  • Proficiency with Microsoft Office Suite, particularly Excel.
  • Experience working with banking and mortgage systems such as Wealthview Banking and Filogix.
  • Strong analytical and problem-solving skills.
  • Verbal and written communication skills.
  • Ability to manage multiple priorities and consistently meet deadlines.
  • Understanding of accuracy, compliance, and audit requirements.

Responsibilities

  • Analyze preliminary funding requirements and documentation on assigned mortgage files.
  • Review final solicitor reporting documentation for accuracy, completeness, and compliance with business requirements.
  • Audit mortgage setup information within the Wealthview Banking system to ensure data integrity and accuracy.
  • Prepare and review solicitor instruction packages received from Underwriting Associates.
  • Work closely with solicitors and law offices to ensure documentation requirements are met and land title registration requirements are satisfied.
  • Ensure all solicitor conditions are fulfilled prior to funding and disbursement.
  • Prepare documentation packages for final mortgage disbursement.
  • Coordinate file tracking, follow-up activities, and documentation management to ensure mortgage closing deadlines are met.
  • Forward completed files for digital imaging and processing.
  • Investigate and resolve escalated issues while maintaining customer service.
  • Maintain reporting and documentation records to support operational effectiveness.
  • Identify process improvement opportunities and contribute to the development of best practices.
  • Collaborate with Underwriters, Underwriting Associates, brokers, solicitors, and customers to support the mortgage funding process.

Desired Qualifications

  • Previous audit experience.
  • Experience using AI-powered tools such as ChatGPT, Copilot, or similar platforms to improve efficiency and work practices.

About the Company

AMA

Auto club with roadside, insurance, travel.

AMA serves about 975,000 Albertans with roadside assistance, travel, registries and insurance services, Alberta’s largest driver education program, a member rewards program and community events. As part of the CAA and AAA family, it leverages a broad network and standardized services for members. The culture emphasizes treating members and colleagues like family through practical, everyday support and community initiatives. Its goal is to help members move safely and confidently by offering accessible services, advocacy, and a supportive member community.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Canada
Founded
Not listed

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