Bilingual Commercial Funding Administrator

Peoples Trust; Calgary; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading financial institution in Calgary is seeking a detail-oriented individual to join their team. This role involves processing loans, maintaining client relations, and ensuring compliance with industry regulations. Ideal candidates will demonstrate strong organizational skills and a commitment to client service, with opportunities for professional growth in a flexible work environment.

Qualifications

• Minimum 1 year in a professional or corporate environment.
• Bilingual (French and English) preferred.
• Experience with CMHC, Commercial Mortgages, or Residential Mortgages is an asset.

Responsibilities

• Input and verify static data for loan setup and processing.
• Respond to email requests from clients and maintain digital filing records.
• Prepare mortgage postings and assist with monthly departmental reporting.

Skills

Interpersonal skills

Organizational skills

Time management

Attention to detail

Client-focused

Education

High School Diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Teams

Job description

Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive productknowledge and experience.

Our culture here at Peoples Group is formed by our values : Trustworthy, Creative, Willing. We believe people don't choose a company to work for, they choose a company to join. We prioritize risk-based practices and procedures in order to remain risk intelligent and compliant. We value people, building relationships, and focusing on strengths; we execute with passion.

About the work environment :

Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home.Typically, you'll be working regular business hours, Monday to Friday between 8 : 00am and 4 : 30pm with flexibility around start / end times.

We are hiring for this position out of our Calgary office. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance.

About you :

You have a passion for people. You are adaptable, flexible, and responsive to change. You have an ability to work under tight deadlines and maintain composure under pressure. You understand your strengths, and have strong interpersonal, organizational, and time management skills. You have built a reputation for being knowledgeable, solution-oriented and client focused.

About Qualifications :

• Minimum 1 year in a professional or corporate environment.
• Bilingual (French and English)
• Working knowledge of Microsoft Outlook, Word, Excel, PowerPoint, Teams.
• Experience with CMHC, Commercial Mortgages, or Residential Mortgages is an asset.
• Legal Assistant experience is an asset.
• Flexible and adaptable and able to multi-task under pressure.
• High attention to detail, with a focus on quality.
• Proficient in managing tasks and planning on a day-to-day basis.

About the day-to-day :

• Input and verify static data in our system for loan setup, renewal, assumption, takeout, diary requirements, and taxes.
• Calculate and process advances to meet closing deadlines of pools, purchases, or construction draws.
• Respond to email requests from clients and their counsel, accountants, brokers, and issue bank confirmations, information statements, consolidated loan statements.
• Maintain digital filing records by using standard naming, scanning, and uploading documents to a library.
• Assist with monthly departmental reporting on non-sufficient funds, arrears, out of order, funding report, loan checklists, and diaries.
• Function as the primary contact for solicitor, and insurance consultants both to instruct and to perfect our security interest by ensuring documentation is acceptable, addressing issues that arise, and escalating to management or underwriting as needed.
• Prepare mortgage posting, cheque requisitions, pacs, and other loan transactions.
• Consult with internal departments and respond to requests for post-closing.
• Make recommendations to eliminate and automate tasks for improvement to standard operating procedures.
• Understand policies, legislation (CMHC and Fintrac, CMHC) for commercial mortgages.

Help us get to know you better by answering our application questions! Your participation is expected as an essential part of our selection process.

NOTE : Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted. This job posting is for an existing vacancy.

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications

Create a job alert for this search