Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast-to-coast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms.

About Haventree Bank Headquartered in Toronto, Ontario, Haventree Bank (Haventree) is a mission driven alternative mortgage lender. The name Haventree is representative of the bank’s mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system.

Position Summary Reporting to the Manager Mortgage Operations, the Mortgage Operations Specialist is responsible for supporting originations by providing customer service for the appraisal and income review function.

Major Duties & Responsibilities

• Communicates effectively both verbally and written to internal and external stakeholders (including appraisers, employers) to ensure timely accurate results.
• Keeps accurate reports to help minimize and identify fraud.
• Maintains and utilizes reports to track and manage deals in pipeline, be responsible for meeting document review timelines (SLAs.)
• Manages and maintains condition management.
• Updates the CRR/AML Score Card on a regular, timely basis.
• Adheres to all Bank, business area and AML/ATF policies and procedures.
• Reviews and approves residential appraisals according to HTB’s risk appetite and policies.
• Coordinates with Appraisers, solidify when documents are incomplete, or additional information is required.
• Ensures that Quality Assurance requirements, Compliance and Risk review queries are dealt with in a timely and accurate manner.
• Conducts income document analysis and calculations to ensure the applicant’s income can be confirmed, including submitting income to Equifax for review.
• Maintains operational excellence, using all available resources, escalating, when necessary, to maximize efficiencies and provide quick turnaround times.

Qualifications & Experience Degrees, Diplomas & Certifications:

• A college diploma or equivalent is required.

Years and Range of Experience Required to Perform the Job:

• The position requires at least 2 years experience in a Mortgage Administration, Operations, or a similar financial services role.
• Values learning and are looking to expand your knowledge and skills.
• Strong professional communication skills, both written and verbal (over the phone.)
• Organized, detail oriented and able to manage your time appropriately.
• Strong analytical thinker with excellent problem-solving skills.
• Comfortable adapting to a fast paced, changing working environment.
• Enjoys working in a tight-knight team, and value open communication and respect.

While we thank everyone for their interest in Haventree Bank, please note that only candidates selected for an interview will be contacted. Haventree Bank is committed to providing accommodation when needed. If you require an accommodation, we will work with you to meet your needs.

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• Stay in touch with us, if this position is not the right one for you – please click on this link for other roles at Careers | Haventree Bank or follow us on LinkedIn at www.linkedin.com/company/haventree-bank/
• Haventree Bank embraces equal opportunity, diversity, and inclusion. Please let us know if you require any accommodations during the recruitment and selection process by contacting accessibility@haventreebank.com