Portfolio Administration Team Lead

4 weeks ago

Old Toronto, Ontario, Canada HomeEquity Bank Full time
Job Title: Portfolio Administration Team Lead

HomeEquity Bank is seeking a highly skilled and experienced Portfolio Administration Team Lead to join our team. As a key member of our Portfolio Administration team, you will be responsible for providing management support and acting as a Subject Matter Expert (SME) for Portfolio Administration inquiries and handling second-level internal escalations for our products and contract nuances.

Key Responsibilities:
  • Assist management in developing, coaching, mentoring, and leading the team through new process changes, fostering change to build overall consistency.
  • Act as a liaison between the Portfolio Administration, Operations, and the Client Relations teams.
  • Assist directly with project work and help with quality control testing on some of our day-to-day processes.
  • Handle escalations quickly and take ownership of them.
  • Conduct investigations on complex situations resulting from various contract stipulations, and document new procedures to be built into Standard Operation Procedures (SOPs).
  • Perform quality control checks on various documents/tickets.
  • Provide feedback and knowledge for updating and evolving our KPIs and other measures.
  • Daily assignment of tickets/tasks to the team.
Key Accountabilities:
  • Coordinate customer confirmation of property taxes.
  • Review insurance policies for adequacy of coverage.
  • Follow up to confirm payment of property taxes.
Regulatory Communications:
  • Coordinate regulatory communications as required.
Payment Processing:
  • Apply payments, charges, fees appropriately.
Operations Coordination:
  • Liaise and coordinate with external partners (e.g., appraisers, lenders, etc.) and internal partners (e.g., Sales Agents, Underwriting, etc.).
  • Communicate file-specific requirements.
  • Ensure timely receipt and processing of required documentation.
  • Review and validate documentation required for processing of new mortgages for accuracy and adherence to regulations and guidelines.
Mortgage Discharges and Other Legal Changes:
  • Process full and partial discharges.
  • Evaluate and process severance/subdivision documentation.
  • Review and coordinate POA / PGT requests.
Requirements:
  • Ability to train and coach team members while providing feedback.
  • Strong communication and conflict management skills.
  • University degree or community college diploma.
  • Strong relationship management skills.
  • Well-organized and equally comfortable working independently or as a contributing member of a collaborative team.
  • Sound understanding of the current financial services environment.
  • Thrives on variety and continuous improvement.
  • Strong analytical skills and attention to detail, thorough, accurate, and organized.
  • Results-oriented individual and able to manage time-sensitive information.
  • Ability to think critically, demonstrate solid problem-solving skills and good judgment.
  • Strong computer skills, MS Office and ability to adapt to and understand CRM platforms (Salesforce, etc.).
  • Bilingual skills (English and French) are an asset.
  • Experience with legal contracts is an asset.
Why Work at HomeEquity Bank?

HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.

We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.

A Dynamic Culture – With People at the Centre

We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto's Top Employers 2024, Waterstone Canada's Most Admired Corporate Cultures 2022-2023, the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.

Growth and Opportunities

We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.

Celebrating Great Work and People

We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say 'great job' to their colleagues and leaders.

From our Appreciate Program to the High Five Award Program and President's Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.

Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.

The Perks

HomeEquity Bank offers a competitive total rewards package that includes:

  • Extended health and dental benefits.
  • Employee & Family Assistance Program.
  • Employer-Matched Group Retirement Savings Plan.
  • Employee Share Investment Plan.
  • Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits.
  • Employee corporate discount for GoodLife Fitness.

HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Please note that our successful candidate is required to complete a background check.

Stay in the Know

Find out what we're up to online, and learn more about what makes HomeEquity Bank a great place to work:

  • 200 Bay St., Toronto, ON M5J 2J1, Canada

  • Portfolio Specialist Team Lead

    1 month ago

    Toronto, Ontario, Canada Peoples Trust Full time

    About Peoples TrustPeoples Trust is a boutique financial institution with a strong presence in the Canadian marketplace. Our mission is to deliver exceptional customer service and provide extensive product knowledge and experience.About the RoleWe are seeking a highly skilled Portfolio Specialist Team Lead to join our team. The successful candidate will have...

  • Portfolio Specialist Team Lead

    1 month ago

    Toronto, Ontario, Canada Peoples Trust Full time

    About Peoples TrustPeoples Trust is a boutique financial institution with a strong presence in the Canadian marketplace. Our mission is to deliver exceptional customer service and provide extensive product knowledge and experience.About the RoleWe are seeking a highly skilled Portfolio Specialist Team Lead to join our team. The successful candidate will have...

  • Cyber Portfolio Manager

    3 weeks ago

    Old Toronto, Ontario, Canada ERGO Group AG Full time

    Cyber Portfolio ManagerERGO Group AG is seeking a highly skilled Cyber Portfolio Manager to join our team. As a key member of our Senior Leadership Team, you will be responsible for driving profitable growth of our Cyber portfolio across Commercial and Personal Lines in Canada.The ideal candidate will have a strong background in Cyber Insurance and...

  • Portfolio Management Lead

    1 month ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 206828Join a purpose-driven team, committed to delivering results in an inclusive and high-performing culture.Reporting to the Director, Portfolio Management & Analytics, the Manager will be responsible for leading the portfolio management function, driving strategic growth, and optimizing performance.Key Responsibilities:Develop and...

  • Portfolio Management Lead

    1 month ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 206828Join a purpose-driven team, committed to delivering results in an inclusive and high-performing culture.Reporting to the Director, Portfolio Management & Analytics, the Manager will be responsible for leading the portfolio management function, driving strategic growth, and optimizing performance.Key Responsibilities:Develop and...

  • Director, Portfolio Management

    1 month ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Job Title: Director, Portfolio ManagementScotiabank is seeking a highly skilled Director, Portfolio Management to join our team. As a key member of our organization, you will be responsible for leading the development and implementation of portfolio management strategies that drive business growth and profitability.Key Responsibilities:Develop and implement...

  • Director, Portfolio Management

    1 month ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Job Title: Director, Portfolio ManagementScotiabank is seeking a highly skilled Director, Portfolio Management to join our team. As a key member of our organization, you will be responsible for leading the development and implementation of portfolio management strategies that drive business growth and profitability.Key Responsibilities:Develop and implement...

  • Senior Portfolio Administration Manager

    1 month ago

    Toronto, Ontario, Canada HomeEquity Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Portfolio Administration Manager to join our team at HomeEquity Bank. As a key member of our Portfolio Administration team, you will be responsible for providing management support and acting as a Subject Matter Expert (SME) for Portfolio Administration inquiries and handling second-level internal...

  • Senior Portfolio Administration Manager

    1 month ago

    Toronto, Ontario, Canada HomeEquity Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Portfolio Administration Manager to join our team at HomeEquity Bank. As a key member of our Portfolio Administration team, you will be responsible for providing management support and acting as a Subject Matter Expert (SME) for Portfolio Administration inquiries and handling second-level internal...

  • Portfolio Director

    3 weeks ago

    Toronto, Ontario, Canada High Cliff Partners Inc. Full time

    High Cliff Partners Inc. is seeking an experienced Portfolio Director to govern the planning and delivery of IT project portfolios. This role will be responsible for providing support and coaching to project leads, ensuring adherence to PMO methodologies and tools, and facilitating efficient project execution.Key Responsibilities:Govern the planning and...

  • Portfolio Management Executive

    1 month ago

    Old Toronto, Ontario, Canada ExecThread Full time

    Job Title: Vice President, Portfolio ManagementAbout the Role:We are seeking a highly skilled Vice President, Portfolio Management to lead the strategic planning and financial performance of our diverse national real estate portfolio. As a key member of our team, you will be responsible for integrating client objectives with asset recommendations, preparing...

  • Portfolio Management Executive

    1 month ago

    Old Toronto, Ontario, Canada ExecThread Full time

    Job Title: Vice President, Portfolio ManagementAbout the Role:We are seeking a highly skilled Vice President, Portfolio Management to lead the strategic planning and financial performance of our diverse national real estate portfolio. As a key member of our team, you will be responsible for integrating client objectives with asset recommendations, preparing...

  • Portfolio Director

    1 month ago

    Toronto, Ontario, Canada High Cliff Partners Inc. Full time

    Portfolio Manager Job DescriptionHigh Cliff Partners Inc. is seeking an experienced Portfolio Manager to join their organization on a permanent full-time basis. This will be a hybrid work setting with 3 on-site days required. Candidates can be based in either Montreal or Greater Toronto Area.Key Responsibilities:Govern the planning and delivery of IT project...

  • Portfolio Director

    1 month ago

    Toronto, Ontario, Canada High Cliff Partners Inc. Full time

    Portfolio Manager Job DescriptionHigh Cliff Partners Inc. is seeking an experienced Portfolio Manager to join their organization on a permanent full-time basis. This will be a hybrid work setting with 3 on-site days required. Candidates can be based in either Montreal or Greater Toronto Area.Key Responsibilities:Govern the planning and delivery of IT project...

  • Portfolio Director

    1 week ago

    Toronto, Ontario, Canada High Cliff Partners Inc. Full time

    Portfolio Manager Job DescriptionHigh Cliff Partners Inc. is seeking an experienced Portfolio Manager to join their organization on a permanent full-time basis. This will be a hybrid work setting with 3 on-site days required.The Portfolio Manager will govern the planning and delivery of IT project portfolios, providing support and coaching to project...

  • Director of Commercial Finance Portfolio Management

    4 weeks ago

    Old Toronto, Ontario, Canada Equitable Bank Full time

    Job Title: Director, Portfolio Management, Commercial Finance GroupAt Equitable Bank, we're redefining the banking experience. We're a Challenger Bank that's big on innovation and customer satisfaction. Our team is made up of agile minds that find smarter ways of doing things. We serve over 670,000 people across Canada through Equitable Bank and Concentra...

  • Director of Commercial Finance Portfolio Management

    4 weeks ago

    Old Toronto, Ontario, Canada Equitable Bank Full time

    Job Title: Director, Portfolio Management, Commercial Finance GroupAt Equitable Bank, we're redefining the banking experience. We're a Challenger Bank that's big on innovation and customer satisfaction. Our team is made up of agile minds that find smarter ways of doing things. We serve over 670,000 people across Canada through Equitable Bank and Concentra...

  • Senior Portfolio Manager

    1 month ago

    Old Toronto, Ontario, Canada SCOR Full time

    Job Title: Senior Operations Portfolio ManagerWe are seeking a highly skilled Senior Operations Portfolio Manager to join our Technical Accounting and Administration team at SCOR. As a key member of our team, you will be responsible for overseeing the administration of reinsurance and insurance accounts and contracts.Key Responsibilities:Manage contractual...

  • Actuarial Lead for North America Liability and Professional Liability Portfolios

    1 month ago

    Old Toronto, Ontario, Canada Crossell Full time

    About the RoleWe are seeking an experienced Actuarial Lead to join our Global Casualty and Fin Pro team in North America. As a key member of our team, you will be responsible for developing and implementing portfolio strategy, working closely with product owners to drive business growth and profitability.About the TeamOur team provides actuarial and...

  • Actuarial Lead for North America Liability and Professional Liability Portfolios

    1 month ago

    Old Toronto, Ontario, Canada Crossell Full time

    About the RoleWe are seeking an experienced Actuarial Lead to join our Global Casualty and Fin Pro team in North America. As a key member of our team, you will be responsible for developing and implementing portfolio strategy, working closely with product owners to drive business growth and profitability.About the TeamOur team provides actuarial and...