Mortgage Documentation Officer

Employment type: Full-time
City: Calgary
Last visit: 2014-10-22
Author's ads: 1

Posted: 2014-10-22


Recognized as one of Alberta’s top 65 Employers in 2014, Olympia Financial Group Inc. is a national non-deposit taking Trust company. We currently provide administrative services to our clients in the following three areas; Registered Plans, Foreign Exchange and Health Care. Presently we are looking for a Mortgage Documentation Officer in our Registered Plans & TFSA division office in Calgary, AB.

If you are an ambitious professional with an acute sense of detail, this position could be for you! What can you expect working for a recognized top employer?

Health Care Spending Account

Employee Assistance Program

Fitness Allowance

Tuition Reimbursement

Employee Share Ownership Plan

Generous Vacation and Personal Days

Company Bonus Program

Convenient location accessible by public transit

Position Summary

The primary responsibility of the Mortgage Documentation Officer is to ensure that all outstanding mortgage documentation is received and followed up on. The Officer must respond to inquiries from clients, lawyers and brokers in a manner that provides a level of customer service that meets Olympia Trust Company’s guidelines. The Officer must also meet Olympia Trust Company’s deadlines while completing continuous follow up by directly contacting lawyers and implementing action to resolve outstanding issues.


Directly call or email lawyers to follow up on payout pending files

Prepare outstanding notices to be sent to lawyers

Correspond with the Mortgage Team members regarding the status of follow up

Update any follow up notes pertaining to each file

Review outstanding Title and mortgage documents upon receipt to confirm trust conditions have been met

Arrange and prepare to have legal mortgage documents audited, executed and mailed out when the mortgage has paid out or special transactions occurred

Work cooperatively within the team to achieve common goals

Thorough understanding of the Anti-Money Laundering (AML) policies and procedures as well as penalties for not meeting those AML requirements

Other duties and tasks as required


Completion of legal or related diploma is required

Post-secondary education is beneficial

1-2 years in a Mortgage or Real Estate role is required

Intermediate level of Microsoft Word and Excel is required

Registered Plans experience is beneficial

Excellent analytical and problem solving skills

Must be detail oriented and organized

Sound judgment and decision making abilities

If your background matches the qualifications listed above and are looking for an opportunity with a dynamic team, please submit your resume in confidence to the Human Resources Department at

Please note that only candidates considered for an interview will be contacted.

Career Level: Experienced

Industry: Business and Professional Services

Job Function: Financial Services