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Contract opportunity in the insurance industry for an experienced mortgage administrator in Waterloo. Apply your banking and customer service expertise to support specialized lending for high-net-worth clients. Hybrid role with consistent hours and no overtime. Fast-paced, detail-oriented environment.
What is in it for you :
Hourly salary of $18-20, based on experience.
12-month contract.
Full-time position : 37.50 hours per week.
Weekday schedule from 9 am to 5 pm.
Hybrid work : in-office Tuesday to Thursday.
Opportunity to work in a dynamic and professional environment.
Join a passionate and inclusive team of professionals.
Responsibilities :
Address complex and escalated queries from internal and external clients, including advisors, lawyers, and sales teams.
Respond to inquiries in a timely, accurate, and professional manner.
Investigate issues using internal bank systems and escalate monetary decisions or exceptions as needed.
Recommend solutions within approved parameters.
Set up and administer new loan business and process related financial transactions.
Prepare complex loan documentation for commercial lending.
Analyze and interpret various loan documents such as business declarations and commitment letters.
Ensure receipt and accuracy of documentation from lawyers and advisors.
Follow up on incomplete or incorrect submissions.
Maintain accurate records to meet compliance and audit requirements.
Input and manage documents using AWD.
Identify workflow or training gaps and recommend improvements.
Meet service level agreements and escalate concerns to the manager when necessary.
Act as an escalation point for client complaints or concerns.
What you will need to succeed :
Post-secondary education.
Completion of a university degree or college diploma in a related field is preferred.
Paralegal or law clerk designation, or completion of a legal assistant program, is considered an asset.
3–4 years of experience in a customer service or administrative / clerical role.
Previous experience in the banking industry.
Experience working in high-volume, fast-paced environments.
Excellent analytical and problem-solving skills.
Strong written and verbal communication abilities.
Bilingual in English and French to support clients in both languages is an asset but not required.
Excellent organizational and time management skills.
Knowledge of specialized lending products is an asset.
Ability to work effectively in a team environment across multiple locations.
Confident in decision-making and accountability for outcomes.
Why Recruit Action?
Recruit Action (agency permit : AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.