Underwriter Assistant Featured , Alberta

Position Title: Underwriter Assistant

Position reports to: Underwriter Manager

Position status: Full-Time

Position category: Permanent

Location: Calgary, Alberta

Work hours: Monday - Friday 8am - 5pm (40 hours/week, in office)

Join a Team That Puts People First!

At Calvert Home Mortgage (CHMIC), we do things differently. As a full-service alternative mortgage investment firm, we don't just fund mortgages-we empower homeowners, investors, and brokers to achieve their goals by seeing the person behind every mortgage.

We are on a mission to become Canada's most trusted lending solution, and we do that by putting people first, always doing the right thing, and building real relationships-because at the end of the day, relationships matter more than transactions.

Simply put, our team is the best in the business. Our expertise is second to none, but it's our caring, people-first approach that truly sets us apart. Founded on the principle of 'kitchen table lending,' we take the time to listen, educate, and find the right solutions for our clients-something that, in our experience, isn't always the norm.

We're Growing! Join Us as an Underwriter Assistant

We're looking for an Underwriter Assistant to join our team and be part of an exciting, growth-focused company that truly cares about its employees. At Calvert Home Mortgage, our culture is built on the foundation of our core values: Service, Trust, Education, People, and Solutions. These aren't just words to us-they guide everything we do, from how we serve our clients to how we support our team. We believe in fostering a positive, collaborative, and rewarding work environment where you can thrive, contribute, and grow with us for the long term.

Why You'll Love Working at Calvert:

1. Competitive Salary & Bonus Program - Your hard work pays off!
2. Share Ownership - Be a part of our success.
3. Extended Health & Dental Benefits - Comprehensive coverage for you and your family, including access to a Health Care Spending Account up to $4,000!
4. Work-Life Balance - Enjoy a location that avoids the downtown commute.
5. On-Site Fitness Facility - Work hard, stay healthy.
6. Free Parking - No stress, no extra costs.

At Calvert Home Mortgage, you'll be more than just an employee-you'll be part of a tight-knit team that values you, supports you, and celebrates your success. If you're ready to build a career where your work truly makes an impact, we'd love to hear from you.

WHAT'S THE BIG IDEA?

As our Underwriter Assistant, you will play a key role in helping homeowners, investors, and brokers achieve their financial goals by ensuring a seamless and efficient underwriting process. You'll be the go-to support for our Underwriters-organizing and analyzing mortgage applications, reviewing financial documents, and interacting with brokers and borrowers to keep deals moving forward. If you have an eye for detail, a love for numbers, and a passion for helping people, this is your opportunity to join a team that values learning, collaboration, and making an impact.

HOW DO WE WORK?

As an organization we aim to be trusted advisors, offering an effortless experience in providing short-term lending solutions for the personal and financial success of our clients. Offering the best solutions is highly dependent on the management of risk and compliance within our industry. This role will be a key contributor with the ability to manage and analyze risk. We value a productive, proactive, and fast-paced office environment.

HOW DO YOU FIT IN?

Experience & Education:

1. Minimum 1 year of experience in an administrative or support role, preferably in finance or underwriting.
2. High school diploma required; post-secondary education is an asset.
3. Proficiency in Microsoft Office Suite and strong administrative skills.

Skills & Competencies:

1. Detail-oriented & organized - Able to manage multiple files and meet deadlines with accuracy.
2. Strong communication & active listening - Gather information, understand client needs, and provide clear responses.
3. Analytical mindset & problem-solving abilities - Evaluate financial factors and provide informed recommendations.
4. Goal-oriented & proactive - Contribute to underwriting decisions and create value for clients and the business.
5. Continuous learner - Eager to grow within the mortgage industry and stay ahead of industry trends.

WHAT YOU WILL BE DOING

Underwriting Activities (70%)

1. Receive, organize and analyze supporting mortgage application documents.
2. Assist Underwriters in processing and analysis of mortgage applications and supporting documentation including pre-approval follow-ups.
3. Assist with the evaluation and review of credit, capacity, and collateral of borrowers.
4. Accurately document underwriting tasks and decisions in company software.
5. Interact with Brokers and Borrowers to ensure that files move along efficiently.
6. Ensure compliance with company underwriting policies, processes and procedures.
7. Develop and grow in short-term lending.

General Administrative Activities (20%)

1. Assist and provide back up to Underwriter Administrative Assistant with all duties as required.
2. Collaborate with peers and other departments.
3. Participate in group activities.
4. Contribute and assist with the coaching and mentoring of new team members.
5. Pursue personal and professional opportunities.
6. Identify and leverage opportunities to improve processes.
7. Other duties as assigned.

Sales Management Assistance (5%)

1. Assist Underwriters to nurture relationships with mortgage brokers, real estate investors, and builders.
2. Attend and contribute to weekly underwriting meetings.

Marketing Management Assistance (5%)

1. Align personal brand with company values in all interactions.
2. Assist Underwriters to prepare and present content to generate leads.

What Success Looks Like in This Role:

1. Well-organized and thorough file intake and processing.
2. Timely responses to clients, brokers, and borrowers.
3. High customer service standards with positive feedback.
4. A collaborative team player who contributes to best practices and improvements.

Full training and support for the individual to be successful in this role will be provided.

For more information about Calvert Home Mortgage Investment Corporation, please visit our website at chmic.ca.

Please note that candidates applying for openings must be authorized to work in Canada.

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