Olympia Financial Group IncSource d’offres vérifiée

Bilingual (French) Associate Relationship Manager, Mortgages

Offre en anglais

Calgary, AB
Sur place
Publié 16 sept. 2026
1 poste

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Type d’emploi: Temps plein
Niveau d’expérience: Intermédiaire · 2+ ans
Formation minimale: Études secondaires
Langue de l’offre: anglais
Heures de travail: 40 heures par semaine

Résumé du poste

The Associate Relationship Manager is responsible for account administration, processing financial transactions, and maintaining accurate client records. They act as a primary point of contact for mortgage stakeholders, ensuring compliance with policies and service standards.

Détails du poste

Job Summary An Associate Relationship Managers primary responsibility is account administration through the processing of various client based financial and non-financial transactions, adhering to required timelines and priorities. An Associate Relationship Manager is required to work as part of a team to support the building of strong relationships, by ensuring all documents and transactions are completed with a high level of accuracy and clarity in accordance with Olympia guidelines. Duties & Responsibilities Team-Specific * Act as a primary point of contact for an assigned portfolio of Mortgage Administrators, Brokers, and clients, responding to inquiries and providing timely support in accordance with Olympia’s service standards * Review mortgage documents and supporting information to assess qualification requirements, completeness, and compliance with Olympia policies and applicable regulatory requirements. * Complete risk assessments on mortgage transactions, including the review of loan-to-value ratios, supporting documentation, and potential transaction concerns, escalating higher-risk or complex scenarios where appropriate. * Process and coordinate advanced mortgage servicing transactions, including Additional Advances, Buying Existing plan transactions, borrower changes, TIIKs, CIIKs, and other specialized requests. * Review, validate, and execute legal and transaction-related documentation, ensuring all requirements, conditions, and follow-up actions are completed accurately and within established timelines. * Maintain accurate records, approvals, documentation requirements and transaction notes while monitoring outstanding conditions and follow up items to ensure timely completion of files. * Support Relationship Managers by gathering information, facilitating follow-ups, assisting with mortgage-related inquiries, and coordinating more complex transactions and stakeholder requests. * Liaise with internal departments and external stakeholders to resolve transaction issues, clarify requirements, and ensure mortgage transactions progress efficiently and in accordance with service standards. * Identify transaction concerns, documentation deficiencies, service issues, policy exceptions, and potential processing risks, and determine appropriate resolution or escalation to the Relationship Manager or leadership team. General * Uphold the division and Olympia’s reputation and values, while promoting our motto “With Us, It’s Personal” in all interactions with employees, clients and business associates. * Maintain complete client files and ensure documentation is in good order. * Ensure all documentation follows internal and external audit and regulatory requirements. * Communicate directly with clients and continuously follow up with third parties for various updates and implement action to resolve outstanding documentation issues and escalate where appropriate. * Responsible for ensuring that all outstanding documentation is received and followed up on. * Stay informed and understand individual client needs with the ability to recognize opportunities to further educate clients. * Provide legendary, personalized client experience when conducting outbound calls to clients. * Remain up to date on all Olympia products, services, legislative requirements. * Ensure the efficiency of business processes, policies and procedures, to deliver on client commitments with speed and quality. * Coordinate responses with other departments as necessary to ensure proper procedures and service. * Actively assist and participate in projects and team meetings. * Flexible to perform various assigned tasks as requested by team and management. Competencies * Connection: Builds long-term relationships by collaborating with clients and industry participants. * Accountability: Is a trusted business partner who operates with transparency and integrity. * Innovation: Leverages technology to continuously improve how we serve our customers. * Adaptability: Adapts to changes and shifting priorities and is open to new ideas and responsibilities. * Attention to Detail: Pays close attention to details to produce accurate work. * Interpersonal Skills: Establishes professional working relationships, is flexible/adaptable, works well with others and solicits feedback. * Job Knowledge: Understands facets of the job, is aware of duties and responsibilities, and keeps current with job knowledge. * Productivity: Manages workload, works efficiently, and meets goals and objectives. * Problem Solving: Understands what is causing a problem, finds solutions and knows when to escalate to leadership. * Teamwork: Is accountable to the team, works to meet established deliverables, appreciates the views of team members, and is respectful. Formal Education & Experience * High school Diploma is required. * Post-Secondary education in Business Administration, Management, Economics or related field of study is an asset. * 1 - 3 Years of Financial or Investment industry experience is an asset. * 1 - 3 Years of Administration experience is an asset. * 1 - 3 Years of Customer Service experience is an asset. Specialized Skills & Knowledge Team-Specific * Strong knowledge of mortgage qualification requirements, risk assessment principles, loan-to-value calculations, mortgage servicing transactions, and associated documentation requirements, including renewals, Additional Advances, Buying Existing plan transactions, borrower changes, TIIKs, and CIIKs. * Understanding of Olympia account types, mortgage products, transfer processes, fees, contributions, withdrawals, and related plan transactions. * Ability to assess mortgage documentation, identify deficiencies, evaluate risk indicators, and determine appropriate resolutions or escalation requirements. * Strong understanding of the roles and responsibilities of internal teams, brokers, administrators, lawyers, and clients, and how they interact throughout the mortgage transaction lifecycle. * Ability to manage stakeholder relationships, coordinate multiple requests simultaneously, prioritize competing demands, and maintain service standards in a high-volume environment. General * Thorough understanding of the Anti‐Money Laundering (AML) policies and procedures is an asset. * Intermediate level with Outlook and Microsoft Office products and internet applications is required. * Proficient understanding of how the Division operates is an asset. * Bilingual in French and English communication both written and spoken is required. Role Details * Reports to: Manager, Client Relations - Mortgages * Employment Type: Full-Time, On-site Please note that employment is conditional upon the successful completion of a criminal background check and employment verification. Additional screening may be required depending on the role, and from time to time at Olympia’s sole discretion. With Us, It’s Personal

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Exigences

Candidates must have a high school diploma, with post-secondary education and 1-3 years of experience in finance, administration, or customer service being preferred. Proficiency in both French and English is required, along with strong knowledge of mortgage documentation and risk assessment.