Banking and Portfolio Administrator

AppleOne View all jobs

  • Vancouver, BC
  • Permanent
  • Full-time
  • 1 day ago
  • Apply easily
DescriptionOur client in the retail banking industry is looking for a Portfolio specialist who is detail oriented and knows how to manage competing priorities with a keen understanding of the impact your actions have on real people.
You bring 1-3 years of experience in a similar role within Financial Services; Mortgage or real estate office experience and/or Post-Secondary Degree in Administration is an asset. Bilingualism in French is an asset.
About the day to day:
In an ever-changing, fast-paced business environment, you will be agile in seizing opportunities to pioneer ways to meet and exceed your responsibilities:
Administrative Duties: General
  • Verifying/validating all required mortgage/client information for accuracy
  • Ensure mortgage files are complete and organized
  • Review property insurance documentation for compliance and following up for outstanding conditions
  • Assist in the preparation of monthly reporting
  • Issuing loan statements
  • General post funding mortgage administration duties
Skills and Abilities
  • Detail-orientated, with excellent organizational and follow-up skills
  • Proficient in Microsoft Office
  • Previous financial service experience
  • Strong interpersonal and communication skills.
  • Work well in a team and have confidence dealing with people and addressing issues.
  • Sound problem-solving skills, and concise attention to detail and the tenacity to complete the task properly.

AppleOne

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