Loan Settlement Expert

5 days ago


Toronto, Ontario, Canada Equitable Bank Full time

About You

To succeed in this role, you will need strong math and analytical skills, attention to detail, and the ability to meet tight deadlines. You should also have excellent customer service skills and be able to balance multiple priorities simultaneously.

Responsibilities

  • Prepare payout statements accurately within the specified turnaround timeframe
  • Update prepayment charge reference rates into applicable platforms as required
  • Handle inbound inquiries from solicitors/notaries/financial institutions regarding payout and discharge/assignment inquiries
  • Conduct timely follow-up to obtain all past due payout funds
  • Diligently complete collection activity to obtain payout shortfalls
  • Work with Renewals and Internal Refinance teams to retain mortgages
  • Understand and follow policies, guidelines, and procedures

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