Loan Servicing Specialist

5 months ago

Calgary, Canada Intellifi Corporation Full time

Passionate about customer service? Looking for a team-oriented, fast-paced environment to grow your career in the financial services industry? Look no further - join our Intellifi Customer Service team as a Loan Servicing Specialist today.

**Role and Responsibilities**:

- Properly identify all callers prior to releasing any private information
- Ability to identify the customer’s request, problem solve and provide customers with assistance to ensure the customer’s request is handled correctly and efficiently while providing an excellent customer experience.
- Transfer calls to specialized departments, people if necessary
- Make outbound calls as required, promote services when needed
- Maintain thorough knowledge of all loan products and services
- Manage requested changes in the servicing system
- Manage customer complaints and concerns
- Maintain positive relationships with customers and other business partners
- Adhere to schedules to support proper coverage of phones
- Document calls through an IVR system as well as detailed notes in the customer file
- Complete required reporting, testing, training, and miscellaneous duties

**Skills and Qualifications**:

- Post-secondary degree or diploma in finance, accounting, or other business-related fields an asset
- Minimum of 1 - 2 years experience in customer service or a call centre environment
- 1 - 2 years+ in residential loan administration or financial services experience preferred
- Bilingual English and French (both verbal and written) is considered an asset
- Exceptional customer service skills
- Strong interpersonal relationship-building and listening skills
- Strong analytical and problem-solving skills
- Excellent oral and written communication skills
- Strong organizational and time management skills and the ability to manage multiple priorities while meeting deadlines
- Demonstrates professionalism, judgment, and integrity in daily operations
- Has a proactive approach with the ability to take initiative and work independently
- Strong computer and digital literacy skills, ability to work on multiple systems at one time
- High attention to detail

**Benefits and Perks**

**Some of the benefits we offer at Intellifi include**:

- Health and Wellness Spending Accounts
- Health, Drug, Vision, and Dental benefits
- Paid vacation, sick days, and personal days (in addition to all civil and statutory holidays)
- RRSP Matching Program
- Maternity / Parental Leave Top-Up Program
- Discounted gym memberships
- Travel assistance and EAP
- Business Casual dress code
- Company social events + sports teams
- Hybrid work arrangements
- Education reimbursement
- Training and mentoring programs
- And more

**About Us**

Welcome to Intellifi, where our mission is “Lending Solutions Simplified”. This is more than tagline for us - it’s our commitment to every customer, business partner and team member.

While we have decades worth of experience and expertise in Commercial Services and Technology, Residential Services, and Residential Technology, we aren’t standing still. From the adventurous start-ups to the established institutions with billions in assets, and to those we have yet to serve, we owe it to our dozens of clients to always be moving forward.

At Intellifi we believe that a culture of innovation, creativity and partnership is what enable us to provide executable end-to-end solutions to the various lenders in the residential and commercial industry in Canada. Where hi-tech meets hi-touch, we are a team of experts providing a selection of technology products and lending operations services that helps create efficiency in loan management for both our clients and their customers.

**Equal Opportunity Employer**

**We want to hear from you

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