Financial Account Manager

2 weeks ago


Toronto, Ontario, Canada Peoples Trust Full time

Job Details

Description

About us :

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 product knowledge and experience.

Our culture here at Peoples Group is formed by our values; Strength-Based, Relationship Focused, and Passionate Execution. We believe people don't choose a company to work for, they choose a company to join. We also believe that people come first and each day we strive to be willing, trustworthy, and creative. Our employees prioritize risk-based practices and procedures in order to remain risk intelligent and compliant.

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.

Hiring Location:

We are hiring for this position out of our Toronto 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 are a passionate, solution-oriented, and goal-orientated team player who is a strong communicator and possesses thorough knowledge of both conventional and CMHC commercial mortgages/financings across various real estate asset classes in the Canadian marketplace. You're an organized customer service superstar and enjoy developing and implementing strategic plans to grow the Peoples Trust conventional and CMHC loan portfolio, manage and strengthen client relationships, identify new business opportunities, and coordinate with internal teams to deliver on client expectations and company results.

About you / qualifications:

5+ years experience in CMHC-insured construction and term loans. Expertise in originating, structuring, underwriting, and executing conventional construction and bridge loans across various real estate asset classes. Bachelor's degree in finance, accounting, economics, business administration, or MBA. CPA/CMA, and/or CFA certifications. Oral and written proficiency in French and English is essential. Strong commercial real estate mortgage underwriting skills. Knowledge of current AML and KYC requirements related to commercial real estate mortgages/financings. Excellent customer service and business development skills. Effective written and oral communication, interpersonal, and negotiation skills. Experience in managing large-account loan portfolios and building client relationships. Proficiency with Microsoft Office, Excel, PowerPoint, and CRM software. Highly organized, solution-oriented, and goal-oriented. A self-starter who excels at multitasking and thrives under pressure in a team environment.

About the day-to-day:

Originate and underwrite CMHC-insured loan proposals for both construction and term mortgages. Handle the origination and underwriting of conventional loan proposals across various asset classes, including construction, land, and bridge loans. Prepare direct CMHC applications for loan insurance. Assist in the preparation of internal credit application submissions to Peoples Trust's Credit Committee. Provide leadership and direction to Real Estate Associates, Analysts, and Coordinators. Work closely with the Mortgage Administration team to ensure smooth funding of all assigned loans. Work closely with the Regional Vice President and Assistant Vice President to drive the success of our Commercial Mortgage division in the Eastern Canadian marketplace for Peoples Trust. Engage in active marketing and business development efforts to drive growth in the Eastern Canadian CMHC and Conventional loan portfolio.

Annual Compensation:

Peoples Group is pleased to offer employees a competitive annual salary and discretionary profit share opportunity. Salary for this position will vary between $90,000 and $100,000 per year depending on the knowledge, skills, abilities & experience that the chosen candidate possess. As part of our recruiting process, shortlisted candidates will be asked their salary expectations for this position.

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

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

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