• Manager the workflow for the assigned team or line of business • Monitor productivity volume, service standards and accuracy • Assist in driving process improvement and innovation efforts • Holds team accountable to ensure emails and tasks are handled in a timely manner • Provides direction and support for complicated tasks and requests • Communicate effectively with management, underwriters, and brokers • Provide timely and efficient service to all internal and external customers • Mentor and train staff and drive performance management efforts • Create and distribute routine and ad-hoc reports as assigned • Collaborates with resources across the organization

• Underwrite deals, document key information, and report findings to the manager • Collect and organize all required deal documentation and information • Track the deal pipeline and ensure all deals are consistently updated • Provide updates every two days on all active deals in the pipeline • Support deal flow and ensure no items are missed or delayed • Analyze financial statements and supporting documents related to loan applications • Assist in preparing underwriting summaries and deal presentations • Communicate with internal teams to gather missing information and ensure timely processing of deals • Perform other tasks related to the position

Role Description Zurich Canada is currently looking for an Underwriting Specialist in the Ottawa region to drive profitable growth and deliver innovative risk solutions for our clients in the Canadian commercial insurance market. Reporting to the Underwriting Manager – Ontario, you will: - Analyze and underwrite new and renewal business - Proactively engage with key brokers and customers - Provide expert solutions on complex accounts - Help develop strong client relationships - Recommend leading-edge technical solutions - Contribute to process improvements - Ensure high-quality service and support Zurich’s values and business goals This role will be remote until an office is established in Ottawa, at which point it will transition to a hybrid work model. Qualifications - High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area - OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area - OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting Market Facing area - OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area - Knowledge of Microsoft Office - Experience working on time restraints for quotes on new and renewal business - Experience working in a team environment Requirements - Bachelor’s degree (preferred) - Advanced knowledge of underwriting philosophy, techniques, regulations, and guidelines (preferred) - Strong negotiation, communication, relationship-building, and presentation skills (preferred) - Ability to assess risk, deliver solutions, and function effectively in a team environment (preferred) - Demonstrated technical expertise and problem-solving abilities (preferred) - Industry-specific expertise in commercial lines underwriting (preferred) - Microsoft Office experience (preferred) Benefits - Comprehensive health/benefits plan with varying levels of coverage - Minimum of four weeks of vacation per year - Four personal days per year to be used at discretion - Access to a comprehensive range of training and development opportunities - Commitment to pay equity with a salary range of $100,000-$150,000

Role Description The Warehouse Funding Coordinator is responsible for initial wire release at the onset of new loans by working the loan queue and funding the individual mortgage loan submissions submitted by mortgage bankers (originators and document preparation companies) via the bank's Warehouse System of record. All pertinent and required loan information is mapped directly from the mortgage banker's upload to the Bank's Warehouse System. The funder will verify that all information in the loan package is consistent and appears to be correct and that the terms of the mortgage meet the terms of the investor takeout commitment and the bank's internal guidelines. The Funding Coordinator performs all duties in accordance with the company's policies and procedures. Key Responsibilities - Receive warehouse lending funding requests for various products via file uploads in the bank's Warehouse System. - Process the file for funding approval and release of the wire to the closing agent. - Review loan files for completeness and ensure all required loan documentation is received. - Validate data against supporting documents. - Communicate with warehouse clients by responding to inquiries via phone and email in a timely & professional manner. - May be backup to processing of daily warehouse payoffs of loans. - Familiar with the bank's departmental guidelines for quality control of each loan file to ensure the loan meets the guidelines. - Verify and approve title agencies as needed if they are not already set up and approved in the Warehouse System. - Responsible for cross-training with other departments to assist when other team members are out. - Complete and pass all required regulatory compliance training assigned by the bank. - Comply with privacy policies and procedures to maintain customer confidentiality and information protection. Qualifications - Prior Warehouse Lending experience strongly preferred. - Mortgage Loan Processor experience a plus. - Meticulous with the ability & desire to learn new tasks. - Superior customer service skills and attitude required. - Strong verbal and written communication skills required. - Proficient in Microsoft Office Word & Outlook; Excel is a plus. - Experience with or the ability to quickly learn the bank's Warehouse System of record. - Must be familiar with loan documentation or ability to train quickly. - Strong organizational skills with a willingness to adapt to change as needed in a demanding environment required. - Ability to manage multiple tasks, projects, and deadlines simultaneously. Compensation Disclosure The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the stated range. The range is driven by the geographic location of the anticipated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay range is $21.85 - $26.77.