Division: IG Insurance Mortgage & Banking
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime. We are proud to be recognized among Canada’s Top 100 Employers (2022) by Mediacorp Canada Inc. in the national ranking for our focus on supporting employees with a number of initiatives that promote personal wellness with a focus on four key pillars including physical, mental, social and financial health. This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.
At IG Wealth Management, our vision is to inspire financial confidence.
You will join a team that that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.
IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
We are currently looking for an associate Underwriter to join our Banking and Mortgage Operations department in Montreal, Quebec. The Banking and Mortgage Operations department is responsible for the overall development, management, and promotion of IG Wealth Management’s broad array of banking and mortgage products. This includes providing support to the Consultant and Specialist Network for product-related topics and assisting with the integration of products into client financial plans.
The Associate Mortgage Underwriter supports the Mortgage Underwriting team and is the primary contact for all amendments to the mortgage loan approvals, ensuring prompt action for these requests. The Associate Underwriter is also responsible for the quality and integrity of records and information on all auto-approved submissions and for the management of the Electronic File System.
Assess and approve change notifications for mortgage loan approvals, including following up for clarification or additional information.
Determine and refer changes, when required, to an underwriter for review and approval.
Complete appropriate documents and system entry to facilitate the accurate loan approval amendments.
Communicate with all required parties affected by the changes to the mortgage loan approvals.
Audit and verify the accuracy of the application information and report any significant discrepancies to the interested parties.
Review and approve documents presented to satisfy underwriting conditions and communicate with the Mortgage Planning Specialist as to appropriateness.
Complete file review and recommend for both Bridge financing and change to covenant on existing mortgages.
Electronic file management within Filogix by Finastra.
2+ years of experience in the financial service industry, preferably working in the residential mortgages lending field.
Post-secondary education or equivalent experience in a relevant business discipline.
Proficiency in various computer software programs, including MS Outlook, Teams, Word and Excel; Adobe Acrobat.
Proven ability to work within tight deadlines and with fluctuating work volumes.
Ability to communicate with diverse groups and individuals both verbally and in writing.
Proven ability to apply critical thinking and problem-solving skills.
Ability to communicate in both English and French is required.
Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers
We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.
IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by May 17, 2022. For additional information regarding this position, contact François Meilleur.