Mortgage Operations Associate

YOU’RE A self-motivated, INNOVATIVE thinker.

The Opportunity
Some people just have a knack for staying on top of things. You’re 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 you’ve 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 You’ve Been Looking For
Bridgewater Bank is more than a financial institution; we’re 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 life’s 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, you’ll be part of a nimble, forward-thinking organization where your ideas matter, your contributions are valued, and your growth is encouraged. We’re driven to make a positive impact and our close-knit culture values flexibility, innovation, and genuine connection. As part of the Bridgewater team, you’ll 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

• You’re passionate about making sure the customer is happy – in fact it’s more like an obsession for you.
• You’re a mad multi-tasker, able to manage and prioritize multiple files with ease in a deadline-oriented environment.
• You don’t need anyone to light a fire under you. You’re 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.
• You’re a stickler for detail and documentation.
• You’re 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.
• You’re an excellent communicator who listens when people talk; and when you talk, people listen.

How You’ll 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 organization’s 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.
• You’ll 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.
• You’re 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 you’re 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 [email protected]. We’ll work with you feel supported throughout your journey with us.

WORK MODEL:

We thank all applicants for their interest; however, only those selected for an interview will be contacted.