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.

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