Mortgage Portfolio Specialist (Bilingual)

Socket.dev; Vancouver; Hybrid; CAD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work environment

Profit sharing

RRSP matching

Benefits from day one

Paid time off

Well-being program

Job summary

Peoples Group is hiring a Portfolio Specialist to support mortgage portfolio operations, including client service and administrative tasks. The role emphasizes accuracy, documentation, and collaboration with internal teams and external partners.

The position offers a flexible hybrid environment with regular business hours, and a path to contribute to a dynamic financial services ecosystem in Canada.

Qualifications

• 2+ years of banking or mortgage administration experience or similar customer service role.
• Bilingual proficiency in English and French is required.
• Comfort communicating with clients daily via phone and email.
• Knowledge of commercial property insurance is an asset.
• Excellent verbal and written communication with a professional tone.
• Strong time management and ability to handle multiple tasks.

Responsibilities

• Support post funding mortgage administration activities of the Portfolio Specialist team.
• Manage shared email inboxes, respond to routine inquiries within SLAs.
• Generate and process mortgage statements and related documentation.
• Perform banking system updates, ensuring records are accurate.
• Property insurance administration, including document collection and policy review.
• Maintain and organize physical and electronic files.
• Complete general administrative tasks and document tracking.
• Respond to inbound calls and emails with effective resolutions.
• Follow established procedures and seek clarification when needed.

Skills

Bilingual English/French

Excellent communication

Time management

Attention to detail

Independent work

Microsoft Word

Tools

Microsoft Excel

Job description

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

We are looking for Bilingual (French/English) speaking candidates only at this time.

About the role:

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.

About the day-to-day:

• 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 elevate questions or issues when required.

About the qualifications:

• 2+ year of banking or mortgage administration experience, or experience in a similar customer service focused role.
• Bilingual proficiency (English and French) is required.
• Comfortable communicating with clients on the day-to-day via phone and email.
• Working knowledge of commercial property insurance is considered an asset.
• 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.

About us:

Peoples Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future. With offices in Vancouver, Calgary, Toronto, and Montreal, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem.

Our culture is built on four corebehaviors:Grit to Grow,Connect to Collaborate,Putting Clients First, andOwning the Outcome. We believe people do not simply choose a company to work for—they choose a company that means a positive impact in the lives of Canadians.Above all, wevalue people, build meaningful relationships, focus on individual strengths, and approach our work 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'llbe working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.

We offer:

• 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.
• Astrengths-based approach,ensuringwe work together more effectively.
• A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.

Hiring process:

If your application is selected, you will be invited for a first interview with one of our Talent Acquisition Business Partners. Depending on the role, interviews may be conducted virtually orin-person. The hiring team will communicate any in-person requirements throughout the process.

Compensation:

The expected salary for this role isapproximately$55,000.00 - $65,000.00annually. Actual compensation may vary based on experience, skills, and qualifications.

NOTE:

This job posting is for an existing vacancy. 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.

We value and celebrate individuality while fostering an inclusive workplace for everyone. Ifthere'sany way we can support or accommodate you during the selection process, pleasedon'thesitate to let us know.