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Portfolio Administrator
3 weeks ago
WHO WE ARE
HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product.
OUR VALUES, OUR PASSION
At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.
- Customer-Focused. Passionate Advocates
- Courage to Act. Do the Right Thing
- One Team. One Vision
- Think Long-Term. Ever-Evolving
- Be Exceptional. Inspire Greatness
***:
The mandate of the role is to provide ongoing administration oversight of the entire Mortgage portfolio, by delivering high-quality service and efficient processes to the Bank’s Clients and internal departments to keep pace with growth and evolving business needs, as well as ensure the Bank’s collateral continues to be sound and secure by completing processes in accordance with the Bank’s policy.
**MAJOR ELEMENTS OF THE ROLE**:Specific accountabilities of the job include**:
- Coordinate customer confirmation of property taxes and home insurance
- Make outbound calls to insurance companies and clients, confirming the insurance policy coverage
- Answering incoming calls from insurance providers, clients to address inquires or provide information
- Review home insurance policies for adequacy of coverage and process insurance updates, cancellations in MARS (software)
- Follow up to confirm payment of property taxes
- Ensure timely receipt and processing of required documentation, and communicate outstanding file requirements
- Update property taxes on arrears on file
- Process insurance claims for property damage/losses, by coordinating with the insurance adjuster and setting the claim
**SKILLS AND EXPERIENCE REQUIRED**:
- Qualifications and Technical Expertise:
- A University Degree or College Diploma
- Prior inbound/outbound calls experience
- Progressive related experience, preferably in Financial Services
- Knowledge of residential mortgage products and the Bank’s policies and business processes
- Solid technical skills in Excel, Outlook, Word, Access
- Knowledge of Privacy and AML legislation an asset
- Bilingual (French and English) an asset
**Attributes**:
- Excellent attention to detail, data analysis and problem-solving skills
- Excellent verbal and communication skills
- Requires extended periods of talking on the phone and sitting
- Well organized, effective time management and ability to independently handle high volumes of work
- Ability to handle confidential client information with discretion
- Focused on delivering a positive customer experience.
**Working Conditions Unique to Job**:
- Hybrid office environment
WHY WORK AT HOMEEQUITY BANK?
Great Environment
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 posit
