Peoples Group
Portfolio Specialist with Peoples Group
Job Description
Join Peoples Group as a Portfolio Specialist and contribute to our client-focused mortgage operations in Toronto or Vancouver. This role emphasizes customer service, administrative tasks, and maintaining organized records.
As a Portfolio Specialist, you’ll deliver critical client service and handle essential administrative duties, including managing a shared inbox and processing mortgage statements. Your proactive communication and attention to detail will be key to the effective functioning of our team, supporting mortgage portfolio operations.
Key Responsibilities:
• Assist in post-funding mortgage activities
• Manage inquiries in shared email inboxes
• Generate mortgage statements and documentation
• Update banking systems to ensure accuracy
• Administer property insurance policies and documents
Requirements:
• Minimum 2 years in banking or mortgage roles
• Fluent in both English and French
• Strong communication skills, both verbal and written
• ...
As a Portfolio Specialist, you’ll deliver critical client service and handle essential administrative duties, including managing a shared inbox and processing mortgage statements. Your proactive communication and attention to detail will be key to the effective functioning of our team, supporting mortgage portfolio operations.
Key Responsibilities:
• Assist in post-funding mortgage activities
• Manage inquiries in shared email inboxes
• Generate mortgage statements and documentation
• Update banking systems to ensure accuracy
• Administer property insurance policies and documents
Requirements:
• Minimum 2 years in banking or mortgage roles
• Fluent in both English and French
• Strong communication skills, both verbal and written
• ...