Legal Documentation Specialist, Mortgages

Job Summary

The primary responsibility of Legal Documentation Specialist, Mortgages is handling documents and inquiries relating to mortgage investments that are in legal action. The clientele consists of Mortgage Brokers, Lawyers, and self-directed investors. This individual would be responsible for keeping clients informed as to when legal documentation is received and deliver timely notifications.

This role requires the distinct capacity to translate complex or ambiguous information into readily understood communications. Must take the time to understand the diverse stages of foreclosure, follow up with clients for various updates and recognize opportunities to provide further education.

Duties and Responsibilities

• 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.
• Cultivate and strengthen new and existing client relationships for mortgage investments in legal action.
• Achieve customer satisfaction while adhering to Olympia Trust Company policies.
• Take ownership of client inquiries and concerns.
• Recognize opportunities and further educate clients.
• Stay informed and understand individual client needs.
• Maintain a working knowledge of all policy, procedures and services offered.
• Mentor, train, and lead other team members.
• Flexible to perform various assigned tasks as requested by management and executives.

Competencies

• Connection - We build long-term relationships by collaborating with our clients and industry participants.
• Accountability - We are a trusted business partner operating with transparency and integrity.
• Innovation - We leverage technology to continuously improve how we serve our customers.
• Strong quantitative and analytical skills with data driven decisions.
• Demonstrates flexibility and resilience in response to constraints, failures, and adversity and adjusts priorities to multiple demands and unanticipated events.
• Proven ability to work in a fast-paced, dynamic environment, while delivering a high level of service.
• Possesses excellent organization, high attention to detail and time management skills with the aptitude to establish priorities.
• Displays and fosters integrity and honesty through the promotion of mutual trust and respect, demonstrates and fosters high moral standards, and treats others fairly and ethically.
• High attention to detail and the ability to uncover needs that may not be articulated clearly.
• Must have the ability to maintain professionalism in all situations.
• Works well independently and can perform routine tasks with limited supervision.

Formal Education and Experience

• High School Diploma is required.
• Bachelor’s degree or diploma in Management, Economics or Business Administration or related field of study is an asset.
• Experience working in a fast-paced environment with deadlines.
• Three (3) years of financial, banking industry or administration experience required.
• Previous legal administration background is an asset.
• Entry level understanding of how the division operates is an asset.

Specialized Skills or Knowledge

• Requires a thorough understanding of the Anti‐Money Laundering (AML) policies and procedures.
• Intermediate level with Outlook and Microsoft Office products and internet application is preferred.
• Successful completion of a Criminal Background check is required.
• Bilingual in French and English communication both written and spoken is an asset.

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