Portfolio Manager

3 weeks ago

Ottawa, Canada Banque Laurentienne Full time

Ottawa- Real estate & facilitiesFull Time- 26832- 04 December 2023**Laurentian Bank. Seeing beyond numbers**

**Building a better and different financial institution**

Financial Benefits

Working Environment

Commuting and Travelling

Food and Drinks

Nice to have

Financial Benefits

Pension plan

Group Insurance

Stock purchase program

Mortgage, Line of Credit, Personal Loan,...at low interest rates

Incentive compensation

***
**Seeing beyond numbers**

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank.

The incumbent is responsible for the Real Estate business loan portfolio. This person will be responsible of Loan Administration.

**Responsibilities**
- Carries out work in accordance with precise practices, policies and objectives and ensures the follow-up and completion of Compliance reports (KYC & AML), taking into account current legislation as well as the Bank's policies, programs and procedure.
- Performs and submits annual reviews for Term and Construction loans
- Responsible for the collection and completeness of customer-provided information required for preparation of each loan Annual Review
- Identifies irregular accounts in the portfolio, and communicates with the Account Manager to discuss the situation and determine what measures to undertake in order to correct the situation
- Opens, modifies and closes financial files as instructed by the Account Manager
- Receives and answers borrower's request (i.e annual statement, partial discharge)
- Prepares and sends renewal letters for term and construction loan clients
- Monitors Sales and partial releases per ongoing loan conditions
- Ensures quality of the services provided to users and customers.

**Qualifications**
- University degree in a related field preferably in Finance or business administration and 3 to 5 years of experience
- Strong knowledge of Microsoft Office
- Strong communication skills (oral and written)
- Good interpersonal skills
- « **Qualifications requises**
- Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages."

**Inclusion and Accessibility**

We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

**PIPEDA**

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

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