Mortgage Funding Associate (18-months)

albertamotorassociation; Calgary; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Competitive wage

Employee discounts on travel,insurance

Ongoing professional development

Vacation earnings paid out with each 2

Job summary

Bridgewater Bank, a subsidiary of AMA, is seeking a Mortgage Quality Assurance professional for an 18-month fixed-term role in a hybrid work model in Calgary. You will analyze funding needs, review solicitor documentation, and ensure data integrity across Wealthview Banking and related processes.

The ideal candidate has 3+ years in mortgages, strong Excel skills, and experience with Wealthview Banking and Filogix. You excel at detailed audit and customer-focused service.

Qualifications

• Post-secondary education in business, commerce, finance, business management, or related field.
• Minimum of three years of mortgage or financial institution experience.
• Strong knowledge of mortgage funding processes and documentation requirements.
• Proficient with Microsoft Office Suite, especially Excel.
• Experience with Wealthview Banking and Filogix is a plus.
• Excellent verbal and written communication skills.
• Strong accuracy, compliance, and audit awareness.

Responsibilities

• Analyze preliminary funding requirements and documentation on assigned mortgage files.
• Review solicitor reporting documentation for accuracy and compliance with requirements.
• Audit mortgage setup information in Wealthview Banking for data integrity.
• Prepare and review solicitor instruction packages from Underwriting Associates.
• Coordinate with solicitors and law offices to meet documentation requirements and land title registration.

Skills

Analytical thinking

Problem solving

Verbal & written communication

Multitasking

Attention to detail

Education

Post-secondary education in business/finance

Tools

Excel

Wealthview Banking

Filogix

Job description

YOU GET A thrill FROM SEEING EVERYTHING COME together .

The Opportunity

Some people see paperwork, conditions, deadlines, and documentation. You see a process that needs to be completed accurately, efficiently, and on time. You enjoy bringing order to complexity and making sure every detail is accounted for. Whether you're reviewing solicitor documents, coordinating with partners, or preparing funding packages, you take pride in knowing that your work helps customers achieve homeownership. And we like that about you.

** This is a 18-month fixed-term position **

The Team You've Been Looking For

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 wage.
• Employee-exclusive discounts on travel, insurance, memberships, and more.
• Ongoing professional development.
• Vacation earnings paid out with each pay period.

For us, curiosity fuels innovation. We value people who are eager to explore new ideas and who are comfortable putting emerging technologies into practice. We see experience with AI‑powered tools like ChatGPT, Copilot, and similar platforms as a real plus - especially when it's used to work smarter, increase efficiency, and find better ways to get things done.

Who You Are

You're a highly organized professional who thrives in a fast-paced, deadline-driven environment. You're known for your exceptional attention to detail and your ability to spot discrepancies before anyone else. You enjoy solving problems and finding practical solutions when challenges arise. You take ownership of your work and can confidently make decisions with minimal supervision. You're passionate about delivering outstanding service to both internal and external customers. You're a master multitasker who can effectively manage competing priorities without sacrificing accuracy. You believe that continuous improvement is always possible and enjoy contributing ideas that make processes better.

How You'll Make an Impact

• Report to the Manager, Mortgage Quality Assurance.
• 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 set up 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 a high level of 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.

What You Bring to the Table

• You have post‑secondary education in business, commerce, finance, business management, or a related field. An equivalent combination of education and experience will also be considered.
• You have a minimum of three years of mortgage or financial institution experience.
• You have strong knowledge of mortgage funding processes and documentation requirements.
• You're highly proficient with Microsoft Office Suite, particularly Excel.
• You have experience working with banking and mortgage systems such as Wealthview Banking and Filogix.
• You possess exceptional analytical and problem‑solving skills.
• You have excellent verbal and written communication skills.
• You can effectively manage multiple priorities and consistently meet deadlines.
• You have a strong understanding of accuracy, compliance, and audit requirements.
• Previous audit experience would be considered an asset.

Belonging Matters Here

Bridgewater Bank is committed to providing an inclusive, respectful, and accessible environment. If you require an accommodation at any time during our recruitment process, please contact [e-mail] . We'll work with you feel supported throughout your journey with us.

WORK MODEL:

Hybrid

We thank all applicants for their interest; howeve