Mortgage Client Service Representative

Job description

Who we are!

One of Canada’s leading alternative mortgage lenders, Alta West Capital has been helping Canadians buy and stay in their homes for more than 30 years. We primarily work with under-served populations, including newcomers to Canada and the self-employed. Our mission is to empower the success of others through alternative financial solutions. The values and principles we follow to live this mission out are:

• We strive for excellence: We cultivate financial success by taking the initiative to develop innovative and effective solutions.
• We succeed together: We are growing in the same direction through collaboration and humility.
• Our word is our bond: Stakeholders trust our people. We earn that trust by being open, reliable, and consistent.
• We practice giving back: We are generous with all our resources for the benefit of those within and outside the organization.

Everyone on our team is expected to play by these rules!

Since 2019, our business has grown >200%; we are a creative and nimble company and are excited for more energetic and innovative folks to be part of our journey.

Who you are!

A self-starting Client Service Officer who wants to join our Calgary office full-time.

Customer service is your priority, and you have excellent communication skills. You have a knack for accuracy and detail and a willingness to pivot and problem-solve. You must work well in a team-oriented environment and showcase your strengths. It is never a dull moment around here!

Responsibilities:

• Working within the Client Relations team on various projects, as assigned
• Preparation of payout and information statements as requested by lawyers and clients
• Ensure accurate and timely processing of payout and paydown funds
• Serve as a liaison between lawyers and borrowers to facilitate smooth transactions and maintain professional relationships with clients.
• Manage borrower requests on home equity lines of credit, including reviewing loan history, coordinating with relevant departments, and issuing monthly statements
• Performing AML-related activities to ensure compliance
• Regularly review and update procedures to align with best practices and regulatory requirements.
• Audit transactions to ensure accuracy, identifying and addressing any discrepancies
• General administrative duties such as data entry, document production, and learning across other mortgage servicing roles, all while ensuring regulatory compliance and anti-money laundering standards are met!

Skills Requested:

• Proficiency in MS Office (mainly MS Word and Excel)
• High attention to detail, accuracy, and excellent time management skills
• Excellent ability to communicate with a high level of integrity and professionalism
• Exceptionally organized with a great ability to multitask
• Possess a high level of initiative to produce accurate work in a fast-paced, deadline driven environment
• Fluent in verbal and written English
• A Mortgage Agent License in AB, BC, or ON is an asset

Salary: $60,000.00- 65,000/year

Benefits:

• Company social events & volunteering – your co-workers are awesome! (our unbiased opinion)
• Extended health care, Disability and Life insurance – the basics!
• RRSP match – it’s almost like free money!
• Team - we have a lively and collaborative atmosphere where employees are happy to pitch in and help each other out.

Applications:

In your cover letter, please include:

• Why you want this role (yes, “money” is a fair answer!).
• What makes you a rockstar candidate.
• How you plan to impress us within your first month.

We are proud to offer an equal-opportunity work environment. Alta West prohibits harassment, bullying, or discrimination and encourages equity, diversity, and inclusion regardless of race, religious beliefs, color, gender, gender identity, gender expression, physical limitations, neurodiversity, age, ancestry, place of origin, marital status, source of income, family status or sexual orientation. We also encourage requests for accommodation from applicants with physical or mental limitations.

Only candidates who meet the above qualifications will be contacted.

Reporting To: Manager, Client Relations

Full-Time/Part- Time: Full-time

Hours of Work: 8:00 a.m. – 4:30 p.m. (4 days at the office, 1 day at home)

Office Location: Calgary

Job Type: Full-time