Portfolio & Services Specialist

Job Details

Description

About us :

Peoples Group is a boutique Financial Institution with offices located in Vancouver, Calgary, Toronto and Montreal that has been in the Canadian marketplace for over 30 years.

Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.

Our culture here at Peoples Group is formed by our values; Strength-Based, Relationship Focused and Passionate Execution.

We believe people don't choose a company to work for, they choose a company to join. We also believe that people come first and each day we strive to be willing, trustworthy and creative.

Our employees prioritize risk-based practices and procedures in order to remain risk intelligent and compliant.

About the work environment :

Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home.

Typically, you'll be working regular business hours, Monday to Friday between 8 : 00am and 4 : 30pm with flexibility around start & end times.

Hiring Location :

We are hiring for this position out of our Toronto and Vancouver offices. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance.

About you :

You are efficient, friendly and love being part of a team in a high paced environment. You have experience / exposure to commercial & residential mortgages as well as consumer lending.

You have a can-do attitude and a desire to help others while working cross functionally to support one another and succeeds together.

You are open to change and welcome evolution within a role. You thrive in a growing and dynamic organization where you have the opportunity for ongoing development and career growth.

About you / qualifications :

• Minimum 6 months’ work experience in an administrative setting
• Previous experience in a similar position within a mortgage or loan administration department would be an asset
• Good financial acumen with experience in a financial institution preferred
• Strong reconciliation skills
• Strong relationship building and customer service skills with excellent communication, both written and verbal
• Excellent computer skills including Microsoft Office (Outlook, Word, Excel) and Adobe
• Strong time management and organizational skills
• A self-starter who can work independently or as part of a team
• Works well under pressure and with tight deadlines and is able to prioritize tasks in a changing environment
• Fluency in French is an asset

About the day-to-day :

• Verify EFTs, transfers and wires via various banks, within authority level
• Process property taxes on a daily / weekly basis
• All aspects of daily, monthly and annual mortgage and consumer lending
• Funding, payment and processing support for commercial funding
• Maintain digital file records, and upload documents to portal libraries
• Liaise with various internal departments, as well as external; insurance consultants, CMHC, & servicer partners & mortgage brokers regarding ongoing payments
• Direct internal / external customer and investor relations and relationship management
• Responsible for maintaining a working knowledge of the Mortgage policies and procedures on the Portal, company policies and procedures, and the CMHC servicing manual

Annual Compensation :

Peoples Group is pleased to offer employees a competitive annual salary and discretionary profit share opportunity. Salary for this position will vary between $50,000 and $55,000 per year depending on the knowledge, skills, abilities & experience that the chosen candidate possess.

As part of our recruiting process, shortlisted candidates will be asked their salary expectations for this position.

Help us get to know you better by answering our application questions! Your participation is an expected and essential part of our selection process.

NOTE : Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted.

Peoples Group is an Equal Employment Opportunity employer.

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications