Hybrid Loan Account Administrator

Posted 1 hour ago

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About the role

  • 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.

Job title

Loan Account Administrator

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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