Portfolio Specialist with Banking Experience
Peoples-Trust-Company • vancouver, Canada
Role Description
Peoples Group is seeking a Portfolio Specialist to bolster mortgage operations in our Toronto and Vancouver offices. This hybrid role focuses on administrative support to streamline daily operations.
The ideal candidate will provide crucial post-funding support to the Portfolio Specialist team by managing inboxes, generating essential documentation, and ensuring accuracy in banking systems. Those with strong attention to detail who flourish in structured environments will excel in this role.
Key Responsibilities:
• Assist with mortgage administration post-funding
• Manage team shared email inbox and routine inquiries
• Generate required mortgage statements and documents
• Update banking systems for accurate records
• Handle property insurance administration tasks
Requirements:
• 2+ years in banking or mortgage administration roles
• Bilingual in English and French
• Strong attention to detail and process adherence
• Self-motivated with excellent time...
The ideal candidate will provide crucial post-funding support to the Portfolio Specialist team by managing inboxes, generating essential documentation, and ensuring accuracy in banking systems. Those with strong attention to detail who flourish in structured environments will excel in this role.
Key Responsibilities:
• Assist with mortgage administration post-funding
• Manage team shared email inbox and routine inquiries
• Generate required mortgage statements and documents
• Update banking systems for accurate records
• Handle property insurance administration tasks
Requirements:
• 2+ years in banking or mortgage administration roles
• Bilingual in English and French
• Strong attention to detail and process adherence
• Self-motivated with excellent time...