Lending & Portfolio Services Specialist (6 Month Contract)
Peoples Group is a boutique financial institution with over 40 years in the Canadian marketplace, seeking a Lending & Portfolio Services Specialist. The role involves supporting various aspects of mortgage and consumer lending, processing transactions, and maintaining customer relations within a cross-functional team.
Responsibilities
- Verify EFTs, transfers and wires via various banks, within authority level
- Process property taxes on a daily/weekly basis
- Support all aspects of daily, monthly, and annual mortgage and consumer lending
- Facilitate funding, payment, and processing support for commercial funding
- Liaise with various internal departments, as well as external; insurance consultants, CMHC, & servicer partners & mortgage brokers regarding ongoing payments
- Facilitate internal/external customer and investor relations and relationship management
- Maintain a working knowledge of the Mortgage policies and procedures on the Portal, company policies and procedures, and the CMHC servicing manual
Skills
- Minimum 1 year of work experience in an administrative setting
- Strong proficiency with Microsoft Office suite and Adobe catalog
- Works well under pressure and with tight deadlines and is able to prioritize tasks in a changing environment
- Strong financial acumen with experience in a financial institution preferred
- Previous experience in a similar position within a mortgage or loan administration department would is an asset
- Reconciliation experience an asset
- Fluency in French is an asset
Benefits
- Competitive salaries, profit sharing, RRSP matching, and benefits from day one.
- Generously paid time off to support a healthy work-life balance.
- A commitment to your well-being across five key areas: Financial, Physical, Social, Career, and Community.
Company Overview