Mortgage Portfolio Specialist

Peoples Group • Vancouver, BC

1d • CA$55,000 - CA$65,000 • Hybrid

About The Position

The Portfolio Specialist plays a key role in supporting mortgage portfolio operations by delivering both client-facing service and hands-on administrative support. This position is ideal for someone who values accuracy, structure, and exceptional customer service. In this role, you will focus on executing routine, process-driven tasks that ensure the smooth day-to-day functioning of the Portfolio Specialist team. Responsibilities include managing shared inboxes, generating client statements, updating internal banking systems, and maintaining accurate records and documentation. The work is highly organized and guided by established procedures, making it well-suited to individuals who take pride in precision and efficiency. You are an excellent communicator who collaborates effectively with colleagues at all levels, as well as external partners. You’re confident in asking questions, sharing insights, and contributing to team success. As a proactive and forward-thinking professional, you thrive in a fast-paced, dynamic environment where teamwork, adaptability, and attention to detail are essential.

Requirements

• 2+ year of banking or mortgage administration experience, or experience in a similar customer service focused role.
• Comfortable communicating with clients on the day-to-day via phone and email.
• Excellent verbal and written skills with a clear, professional and friendly tone.
• Strong time management skills with the ability to prioritize and manage multiple administrative tasks.
• Exceptional attention to detail and accuracy when processing information and updating systems.
• Self-motivated and able to work independently, particularly on repetitive or process-driven tasks.
• Comfortable following standard operating procedures and asking questions when clarification is needed.
• Proficient in Microsoft Excel and Word.

Nice To Haves

• Bilingual proficiency (English and French) considered an asset.
• Working knowledge of commercial property insurance is considered an asset.

Responsibilities

• Support post funding mortgage administration activities of the Portfolio Specialist team.
• Manage shared email inboxes, responding to routine inquiries within SLAs.
• Generate and process mortgage statements and related documentation.
• Perform banking system updates, ensuring records are accurate and up to date.
• Property insurance administration, including document collection, policy review and system updates.
• Maintain and organize physical and electronic files.
• Complete general administrative tasks such as saving documents, tracking requests, and completing cleanup projects.
• Respond to inbound calls and email interactions with best-in-class resolutions.
• Passionate about excellence with internal and external customer service.
• Follow established procedures closely and escalate questions or issues when required.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed