Portfolio Specialist (Bilingual)

Peoples Group • Vancouver, BC

1d • CA$55,000 - CA$65,000 • Hybrid

About The Position

The Portfolio Specialist provides hands-on administrative support for mortgage portfolio operations. This role is focused on completing routine, process-driven tasks that help keep daily workflows running smoothly for the Portfolio Specialist team. In this position, you’ll manage shared inboxes, generate statements, update banking systems, and maintain accurate records and files. The work is structured, detail-oriented, and guided by established procedures, making it well suited for someone who enjoys organized, task-based work and takes pride in accuracy.

Requirements

• 2+ year of banking or mortgage administration experience, or experience in a similar customer service focused role.
• Must be fluent in English and French.
• 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

• 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.
• Follow established procedures closely and escalate questions or issues when required.

Benefits

• Competitive salaries
• profit sharing
• RRSP matching
• benefits from day one
• Generous paid time off
• A strengths-based approach
• 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