Mortgage Specialist building Calgary client relationships and delivering customized mortgage advice for RBC. Driving sales through community, realtor, and internal partner networks.
About the role
- Coordinator for loan portfolio accuracy at Futurpreneur, ensuring proper documentation and financial reporting while collaborating with teams in a hybrid setting.
Responsibilities
- Prepare files for loan disbursements and/or payments
- Ensure loan advancement by accurately uploading disbursement EFTs
- Reverse and assign payments that return NSF (non-sufficient funds)
- Program loan restructure requests in the loans system
- Generate and upload monthly loan statements to client portal
- Monitor change request dashboard to respond to inquiries
- Prepare yearly audit confirmation letters
- Review loan files and transaction records for accuracy
- Reconcile all loan transactions in the loans system
- Upload transactions to the accounting system for month-end
- Work with Finance team to resolve discrepancies
- Run system reports for loan portfolio accuracy
- Collaborate with Finance for Excel-based ad hoc reports
- Assist with monthly/quarterly reports on disbursements, write-offs, restructures
- Monitor client survey responses and address concerns
- Identify opportunities for workflow improvements
- Work on loan system improvements with feedback
- Provide operational support as assigned
Requirements
- Relevant experience in Finance, Business Administration or related discipline or equivalent hands-on career experience
- 2 years' experience in loan portfolio or business administration
- Detail-oriented with strong attention to accuracy
- Full proficiency in Microsoft Office - Intermediate-level Excel skills
- Experience in working with a client relationship management (CRM) system
- Experience in supporting internal and external client needs
- Proven success working proactively both independently and as part of a team
- Track record of contributing ideas and implementing process improvements
- Demonstrated ability to work effectively under pressure in a dynamic environment
- Ability to work in a fast-paced environment
- Excellent English verbal and written communication skills
- Bilingualism in French & English (spoken & written) is an asset
Benefits
- Comprehensive health and dental coverage
- Health spending account
- Mental wellness support
- RRSP matching program
- Learning allowance
- Coaching program
- Access to an e-learning platform
- Generous time off including paid vacation, personal days, summer hours and office closure at end of December
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Mortgage Specialist building community relationships and delivering customized mortgage advice for RBC clients in Vancouver and Langley. Driving sales through referrals and RBC partnerships.
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