Lending & Portfolio Services Specialist

Overview

Join to apply for the Lending & Portfolio Services Specialist (6 Month Contract) role at Peoples Group
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We are hiring for this position out of our Toronto office. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location within a commutable distance. This job posting is for an existing vacancy.

The Lending & Portfolio Services Specialist is a focused professional who thrives in a high-paced environment. They bring experience in commercial and residential mortgages, as well as consumer lending. They demonstrate a positive attitude and a strong desire to support others within a cross-functional team. Adaptable and open to change, they embrace evolution within a role and continuously look for ways to contribute to team and organizational success.

• Minimum 1 year of work experience in an administrative setting.
• Strong proficiency with Microsoft Office suite and Adobe catalog.
• Works well under pressure and with tight deadlines and is able to prioritize tasks in a changing environment.
• Strong financial acumen with experience in a financial institution preferred.
• Previous experience in a similar position within a mortgage or loan administration department would be an asset.
• Reconciliation experience an asset.
• Fluency in French is an asset.

• Verify EFTs, transfers and wires via various banks, within authority level.
• Process property taxes on a daily/weekly basis.
• Support all aspects of daily, monthly, and annual mortgage and consumer lending.
• Facilitate funding, payment, and processing support for commercial funding.
• Liaise with various internal departments, as well as external; insurance consultants, CMHC, & servicer partners & mortgage brokers regarding ongoing payments.
• Facilitate internal/external customer and investor relations and relationship management.
• Maintain a working knowledge of the Mortgage policies and procedures on the Portal, company policies and procedures, and the CMHC servicing manual.

Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal and has been in the Canadian marketplace for over 40 years. Our mission is to exceed our customers’ expectations by providing exceptional customer service backed by extensive product knowledge and experience.

Our culture at Peoples Group is formed by our values:
Trustworthy, Creative, and Willing. We believe people don’t choose a company to work for; they choose a company to join. We prioritize risk-based practices and procedures to remain risk-intelligent and compliant. We value people, building relationships, and focusing on strengths; we execute with passion.

Peoples Group offers a flexible and hybrid work environment. In this role, you will work a combination of in-office and remote days. Typically, you will work regular business hours, Monday to Friday between 8:00 a.m. and 4:30 p.m., with flexibility around start and end times.

• A hybrid work environment, enabling you to balance personal and professional life seamlessly.
• Competitive salaries, profit sharing, RRSP matching, and benefits from day one.
• Generously paid time off to support a healthy work-life balance.
• A strength-based approach, ensuring we work together more effectively.
• A commitment to your well-being across five key areas:
  Financial, Physical, Social, Career, and Community.

If your application is selected, you will be invited to a first interview with one of our Talent Acquisition Business Partners. Depending on the role, interviews may be conducted virtually or in person. The hiring team will communicate any in-person requirements throughout the process.

The expected salary for this role is approximately $55,000 - $60,000 annually. Actual compensation may vary based on experience, skills, and qualification.

Note: This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer. While we appreciate all applications, only those selected for an interview will be contacted.

We value and celebrate individuality while fostering an inclusive workplace for everyone. If there is any way we can support or accommodate you during the selection process, please let us know.

• Entry level

• Full-time

• Finance and Sales