Lending & Portfolio Services Specialist
Peoples Group is a trusted financial services company for innovators at the forefront of Canada’s economic future. The Lending & Portfolio Services Specialist supports commercial and consumer lending operations by managing the end-to-end servicing lifecycle, ensuring compliance and efficient portfolio management while maintaining client and investor relationships.
Responsibilities
- 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
Skills
- Minimum 6 months' work experience in an administrative setting
- 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 and English preferred
- 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
- Project exposure would be an asset
Benefits
- A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
- Competitive salaries
- Generous paid time off to help achieve a healthy work-life balance.
- A strengths-based approach, ensuring we work together more effectively.
- A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.
- Peoples Group is pleased to offer employees a competitive annual salary plus a discretionary profit share opportunity.
Company Overview