Peoples Trust
Portfolio Specialist (Bilingual) (Vancouver)
Job Description
About the role
The Portfolio Specialist provides hands‑on administrative support for mortgage portfolio operations. The role focuses on completing routine, process‑driven tasks that help keep daily workflows running smoothly for the Portfolio Specialist team. Candidates will work in Toronto or Vancouver offices and candidates applying from outside these locations will be expected to relocate to a commutable distance of one of these offices.
Day‑to‑Day Responsibilities
- Manage shared inboxes and respond to routine inquiries within service level agreements.
- Generate and process mortgage statements and related documentation.
- Perform banking system updates and ensure records are accurate and up‑to‑date.
- Administer property insurance, including document collection, policy review, and system updates.
- Maintain and organize physical and electronic files.
- Complete general administrative tasks such as saving document...