Loan Account Administrator managing financial data and documentation in the mortgage industry. Expertly processing account changes and supporting customer service teams for seamless operations.
Responsibilities
You take ownership of the file the moment a loan is funded, ensuring a seamless transition from the closing table to our active portfolio.
You process essential account changes - such as payment frequency updates, privilege payments, and bank info—turning borrower requests into accurate system entries.
You manage the complexity of working across our different business lines, ensuring data integrity across multiple software environments.
You handle the "Day 1" experience by issuing welcome letters and ingestion notes, ensuring new clients have everything they need from the start.
You act as the operational engine for the Customer Service and Tax teams by resolving technical requests and managing NSF reports to keep the process moving.
Requirements
Bilingual (French/English) speaking.
Excellent written and verbal communication skills, with a customer-focused approach.
A results-driven mindset with a high level of accountability and ownership over work.
You have a "measure twice, cut once" mindset.
You catch the small details in payment frequencies or banking info that others might miss.
Benefits
Comprehensive insurance (Drug, Vision, Dental) & Health and Wellness Spending Accounts.
24/7 unlimited access to telemedicine, EAP, and mental health services for you and your family.
4 weeks paid vacation, plus personal/sick days and all statutory holidays.
RRSP Matching Program to help you build long-term wealth.
Robust Maternity and Parental Leave Top-Up programs.
Education reimbursement, mentoring, and continuous training.
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