Underwriter Success Associate

Calvert Home Mortgage Calgary, AB $50000.00 to $65000.00 per year

Position Title:  Underwriting Success Associate

Position reports to: Vice President, Business Development & Underwriting

Position status:  Full time

Position category: Permanent

Location: Calgary, Alberta

Work hours: Monday – Friday 8am – 5pm (40 hours/week)


Calvert Home Mortgage (CHMIC) is a full-service alternative mortgage investment firm that supports homeowners, investors, and brokers to achieve their goals by seeing the person behind every mortgage. We are on a mission to be the most trusted lending solution in Canada by putting people first, focusing on their success, and always doing the right thing.

Simply put, our team is the best in the business. Our expertise and experience are unrivalled -but it’s our caring approach that really sets us apart. 

Calvert’s longevity and continued success is due to our shared sense of purpose and the understanding that relationships are far more important than transactions. We were founded on the principle of “kitchen table lending†-taking the time to build trust by listening to our customers, understanding their unique needs and goals, educating them on their options, and finding a solution that’s right for them. That might sound obvious but, in our experience, it’s not the norm.

We are looking for an Underwriting Success Associate to be a part of an exciting growth-focused company who truly cares about its employees. At Calvert Home Mortgage we are champions of a culture that creates a positive work environment, which will allow you to thrive and be a contributor to the long-term success of the company.

At Calvert Home Mortgage we offer competitive salaries, a bonus program, share ownership, extended health and dental benefits, a free on-site fitness facility, a location that avoids the downtown commute and free parking


As our Underwriting Success Associate, you will be responsible for implementing the directives of Underwriters in the underwriting and funding of alternative mortgages. This includes receiving, organizing and analyzing mortgage applications, while at the same time, learning how different elements can impact the approval, decline and terms of a mortgage. The successful candidate will commit to understanding the company’s underwriting procedures, policy, and limits to advance their career within the company.


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.


The successful individual will have the following experience, education, and ability to develop these demonstrated skills:

  • Previous experience in the real estate market would be an asset, however preference will be given to individuals who demonstrate an interest in becoming an expert in the industry, through best practices in sales and marketing and negotiation; to continuously push the limits of your abilities to create values for your career, your clients and the business.
  • Post-secondary education with a diploma, degree or equivalent from an accredited college or university.
  • Strong communication skills, with an ability to interview, interact with and gather necessary information to understand your client, their business needs, their strengths and weaknesses; communicate Calvert’s services and values to best align with our clients; work with clients to grow our personal and business relationships; sell the company's services to the Mortgage Brokerage industry and to Borrowers. 
  • Conduct that aligns with company values, ensuring all stakeholders are considered in business operations.
  • Strong organizational skills with the ability to adapt to shifting priorities, demands and timelines, to effectively prioritize and execute tasks in a time sensitive-environment. 
  • Ability to troubleshoot and problem-solve.
  • A team oriented, positive, and collaborative approach with strong work ethic to fit in with the existing team.
  • Ability to work well under pressure and maintain composure in a fast-paced and changing environment.



80% - Underwriting Activities

·       Learn procedures, policy, and limits of company underwriting.

·       Receive, organize, and analyze supporting mortgage application documents provided by Mortgage Broker and Borrower.

·       Present lead Underwriter with recommendations on next steps for mortgage applications.

·       Assist lead Underwriter in the processing and evaluation of mortgage applications. 

·       Accept coaching on how to analyze the key elements of a mortgage application, including credit, character, collateral, conditions, and capacity, and learn how these elements shape approvals, declines and terms of a mortgage.

·       Learn to evaluate internal valuations completed by in-house Valuator, or external Appraiser.

·       Accurately and fully document underwriting tasks, completed items, and summary notes in the underwriting platform.

·       Support Funding Specialists in the preparation of Commitment Letters and review of legal documents used to secure the company’s loans.

·       Advise lead Underwriter of trust conditions that have been completed for final review, to release funding requests.

·       Assist in complete credit, legal and all required documentation investigations.

·       Comply with regulations including but not limited to Real Estate Act, Privacy Act, Securities Act, Business Corporations Act, Fair Trading Act/Consumer Protection Act, (all legislation and regulation in all provinces we do business in) etc.


15% - Inside Sales Management

·       Develop expertise in the Flip/Rehab with Real Estate Investors and, short term mortgage lending through leveraging the Calvert Underwriting team and the pursuit of external learning opportunities.

·       Learn how to nurture relationships with Mortgage Brokers, Real Estate Investors, Builders, and other Borrowers in generating lending opportunities for the Company.

·       Assist Underwriters with mortgage deal and pre-approval follow ups.

·       Understand and identify opportunities to continuously improve the sales process for yourself, and for the team.

·       Assist lead Underwriter in problem-solving sales issues.

·       Support lead Underwriter with deal follow ups to improve close ratios and to build professional presence within the mortgage industry.

·       Attend and contribute to weekly Underwriting sales and operations meetings.


5% - General Administrative Activities

·       Work with peers and departments.

·       Coordinate group activity.

·       Coach/develop/mentor new Team Members.

·       Pursue personal development through internal and external opportunities to advance your career within the company.



Calvert Home Mortgage's mission is to be trusted advisors, offering an effortless experience, and is committed to the personal and financial success of our clients. We are a team of focused individuals who care about both our internal and external clients, and who serve each other by delivering the most timely and competitive service.

Imagine building a career you can be proud of, where doing things right is always the right thing to do -and where everyone you work with will both support and inspire you. At Calvert, you will be respected for your unique skills and experience, encouraged to show up authentically every single day, and surrounded by some of the best in the industry to help you learn and grow.



An opportunity to be a part of a culture committed to truly making a difference in the personal and financial success of others. We are an equitable employer offering a wide range of employee benefits, including a competitive salary, bonus program, opportunity for share ownership and extended health and dental benefits. 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 www.chmic.ca.

We wish to thank all applicants for their interest, however, only candidates selected for interviews will be contacted. No telephone inquiries, unless required for accommodation purposes.

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