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Lending & Portfolio Services Specialist

Remote · Poland Full-time

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

  • Peoples Group is a trusted financial institution for the innovators at the forefront of Canada’s economic future. It was founded in 1985, and is headquartered in Vancouver, British Columbia, CAN, with a workforce of 501-1000 employees. Its website is https://www.peoplestrust.com.
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