Administration and Investor Relations Manager

Job title: Administration and Investor Relations Manager

Job description: Position Title: Administration and Investor Relations Manager

Position reports to: Vice President Projects

Position status: Full time

Position category: Permanent

Location: Calgary, Alberta in office

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

Calvert Home Mortgage Investment Corporation (CHMIC) is an alternative mortgage lender specializing in short term mortgages in the Alberta and Ontario real estate market for more than 45 years. The company as helped more than 7,000 people in new purchased, refinancing or debt consolidation mortgages. Our mission is to be trusted advisors, offering and effortless experience for the financial success of others.

We are looking for an Administration and Investor Relations Manager to be apart of an exciting growth-focused company who truly cares about its employees. At Calvert Home Mortgage we care about our culture and having 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.

WHAT’S THE BIG IDEA?

As our Administration and Investor Relations Manager, you will be responsible for managing the Mortgage Administration department and overseeing all of the activity and function performed by the Mortgage Administrators. You will also develop, implement, follow and maintain process in relation to Company compliance with securities regulations and investor relations. You will assist our dealing representatives managing investor relationships, including documentation related to new accounts, dividends, r purchases, and redemptions. You are a team player, with the ability to lead teams successfully without breaking a sweat.

HOW DO WE WORK?

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 for 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.

HOW DO YOU FIT IN?

The successful individual will have the following experience, education and demonstrated skills:

• A minimum of 5 years of industry experience
• Post-secondary education diploma, degree or equivalent from an accredited college or university.
• Strong communication and coaching skills
• 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.
• High degree of analytical and critical analysis skills
• 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.

WHAT YOU WILL BE DOING

45% – Mortgage Administration

• Oversee all Mortgage Administrative activities and functions performed by the Mortgage Administrators including but not limited to:
• Mortgage Administration
• Trust Condition Fulfilment
• Insurance Management process
• Renewal Management process
• Third Party Mortgage Management
• Coordinate and/or oversee the development and implementation of new policies and procedures
• Coordinate and/or oversee the updating of existing policies and procedures
• Liaise with the Underwriting and Accounting departments to ensure the Mortgage Administration department contributes to smooth workflow between departments
• Oversee distribution of workflow to Mortgage Administrators to ensure the team is able to meet the timing requirements of the mortgage transaction completion
• Troubleshoot on outlier transaction items as it relates to the mortgage administration processes or systems and the overlap to accounting
• Oversee the reception role
• Oversee reporting to underwriters and management as required
• Provide input into internal controls as it relates to overlap between administration and accounting

30% – Investor Relations

• Manage the administrative onboarding process for new investors
• Document creation, distribution and processing for investors, including: product subscription agreements, Know your clients documents etc.
• Manage investment purchase closings
• Manage investment redemptions
• Manage investor portal/software
• Coordinate and/or oversee the development and implementation of new policies and procedures
• Coordinate and/or oversee the updating of existing policies and procedures
• Develop, implement, manage, and maintain internal controls related to investors relations
• Issue Trade Confirmations for investment purchases
• Manage shareholder communications, including quarterly and performance statements and distribution of notices and documents
• Assist in reviewing Account opening documents
• Assist accounting in the production and/or reporting of the annual dividend process
• Assist accounting in the production and/or distribution of annual T5 slips

10% – Compliance

• Comply with regulations including but not limited to Real Estate Act, Privacy Act, Securities Act, Business Corporations Act, Fair Trading Act, etc
• File F1s related to investment purchases
• Contribute to the management of industry regulatory requirements
• Develop, implement, manage and maintain internal controls related to investor relations
• Have working knowledge of the Securities regulations and the integration of same with Calvert Home Mortgage’s internal compliance policy manual
• Ensure compliance with the Proceeds of Crime (Money Laundering and terrorist Financing Act)
• Assist in managing and updating the Compliance manual
• Complete CSA Monthly Suppression of Terrorism and Canadian Sanctions Report monthly report
• Maintain up to date working knowledge of the securities regulations and the integration of same with CHMIC’s internal compliance policy manual
• Analyze and evaluate risk management on a daily/weekly/monthly/yearly basis
• Develop, implement, manage and maintain internal controls related to investor relations and compliance

10% – Talent Management

• Training and evaluating staff in relation to administrative functions of the business
• Coach/develop/mentor administrative team
• Conduct regular one to one meetings with team members
• Development and succession plans for direct reports
• Personal development of team members
• Coordinate and oversee the training and development of new hires
• Coordinate and oversee the cross-training within the mortgage administration team
• Scheduling of Mortgage Administration and Reception position vacation/time off
• Perform annual performance reviews with team members
• Performance management duties when necessary

5% – General Administrative Activities

• Collaborate with management team, peers and all departments
• Coordinate group activity
• Maintain a procedure manual of your duties to assist in succession planning

WHY CALVERT HOME MORTGAGE?

Calvert Home Mortgage’s purpose is to be trusted advisors, who offer an effortless experience, and are committed to the personal and financial success of their 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.

WHAT WE OFFER:

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 .

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.

Company: Calvert Home Mortgage

Expected salary:

Location: Calgary, AB

Job date: Wed, 12 May 2021 22:45:57 GMT