Specialist, Mortgage Operations

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$335/US$260 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being **client obsessed**, **valuing each other**, **acting with speed** and **having an owner’s mindset**. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

**Hybrid Work Model**

SLC Management operates in a hybrid environment with a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three days in-office each week with flexibility depending on their business, client and team needs.

**About the role**:
Mortgage Operations is a department within the Investment Services and Operations area at SLC Management that is responsible for the administration and servicing of mortgages within our North American portfolio to meet the expectations of both internal and external stakeholders and investors.

The Specialist, Mortgage Operations, is part of a team that is responsible for the administration and support of the North American mortgage portfolio. Specifically, this entails mortgage administration, including change management, assumption processing, loan review processing, payout administration, tax administration, file and document management, discharge processing, third party remittances and administration, refinance processing, source system set up, funding, income collection, cash management, and reporting. The team works frequently and collaboratively with many different internal teams such as Mortgage Accounting, Production teams, Asset Management teams, Portfolio Management, Banking, US Legal, as well external agents such as external correspondents, banks and custodians.

The successful applicant will work primarily with assigned provinces and correspondents, PAC payments, as well as support shared team tasks. This individual will also participate in business system upgrades, and other new initiatives as required and actively contribute in process improvement initiatives through the Brighter Way framework.

**What will you do?**
- New loan setup and funding
- PAC payments processing and reconciliations
- In force mortgage administration, including loan onboarding, change management, assumption processing, loan review processing, payout administration, tax administration, file and document management, discharge processing, third party remittances and administration, and refinance processing
- Active participation and contribution to the team’s Brighter Way initiative, which drives continuous improvement on the Mortgage Operations team. Significant contributions include:

- Participation in the daily huddle
- Compliance with published procedures
- Identification of improvement opportunities relating to process, procedures, workflow and organization
- Participation in problem solving and continuous improvement activities, including problem solving teams, process reviews of process and procedures.
- In completing tasks and working with other stakeholders, responsible for ongoing problem solving and issue management relating to particular mortgages and expected to make observations and recommendations based on those issues and observations

**What do you need to succeed?**
- Meticulous attention to detail - high degree of accuracy.
- Analytical approach and aptitude for working with numbers.
- Problem solving - able to assess situations through analysis and observation and develop supportable solutions.
- Excel proficiency - ability to create, manipulate, and interpret data/spreadsheets; comfortable working with formulas, vlookups, pivot tables.
- Technology savvy - able learn and incorporate new tools or software for daily operational activities.
- Organizational skills and ability to prioritize in a dynamic, fast paced environment.
- Strong verbal and written communication skills.
- Strong collaborative approach to build and maintain both internal and external relationships - service oriented behavior
- Commitment to continuous process improvement supported by The Brighter Way.

**Preferred Skills**:

- Previous experience