Bilingual Mortgage Loan Processor managing the mortgage process to ensure loans are closed and funded. Working independently while supporting Loan Officers in a family - owned company committed to improving lives.
About the role
- Account Resolution Representative investigating not-in-good-order transaction requests for mutual funds. Validate documentation using proprietary software and liaise with Advisors for resolution.
Responsibilities
- Pull up, review and validate not-in-good-order (NIGO) trade and account update requests using the Automatic Work Distributor system within a proprietary software interface
- Contact Advisors, Dealers and MGAs by phone, email or fax to obtain amended requests, using Sales Force contact information and customized contact sheets
- Log all comments and interaction notes in the proprietary software interface and Sales Force, and continue to monitor work packages until resolution
- Respond to follow up inquiries from Advisors by phone and email
- Participate in account cleanups and ad hoc initiatives
- Build cross-functional relationships with other teams within the department to facilitate quick NIGO resolution
- Actively own their learning journey, complete all training and assigned modules and adopt a continuous learning attitude
- Weekly chair duties which include being the huddle master and email inbox monitor
- Escalate exception cases to Team Lead
- Contribute to continuous improvement by recommending well-thought out changes
- Develop into a SME on a specific topic and participate in projects as required
- Demonstrate active team engagement in events and knowledge transfers
Requirements
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada
- Excellent communication skills by phone and email, ability to communicate complex steps succinctly
- Ease working concurrently with multiple software interfaces and tech applications
- Well organized with the ability to multitask and forge positive relationships while maintaining excellent KPIs, service quality and SLAs
- Demonstrated problem solving capabilities; ability to analyze data and make recommendations
- Results-oriented and takes personal accountability
- Experience within a high-volume Investment Operations setting
- Knowledge of Mutual Fund and Segregated Fund products is an asset
- Ability and willingness to work a fixed shift between 10:00 am and 6:00 pm Monday to Friday
Benefits
- 15 days' vacation per year
- Personal days
- Unique Sabbatical Program giving you the opportunity to take up to 6 weeks off, every five years.
- Pension Plan
- Stock Ownership Program
- Flexible Benefits from the day you join to meet the needs of you and your family.
- Lumino Health Virtual Care giving you quick access to doctors.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Bilingual Loan Officer Assistant supporting processing of mortgage applications at Equity Resources. Work in a family - owned company with flexible hours and supportive environment.
Bilingual Home Health Registered Nurse providing skilled nursing care at patients' homes. Focusing on personalized care plans and supporting recovery in diverse communities.
Lead Care Manager engaging with individuals living with Serious Mental Illness/Substance Use Disorder. Remote flexible with occasional on - site visits in California's Bay Area.
Medical Receptionist providing exceptional customer service and managing patient interactions at Texas Health Care PLCC. Responsible for scheduling appointments, managing phone calls, and maintaining patient records.
Bilingual Medical Assistant supporting women's health office in Fort Worth. Responsibilities include scheduling, patient interaction, and electronic documentation.
Bilingual Benefits Administrator at Liberty Tire Recycling ensuring accurate administration of benefits plans. Providing exceptional customer service to employees regarding their benefit options.
CIBC Closing Specialist providing essential support to mortgage sales force and ensuring seamless closings. Collaborating with specialists, clients, and partners to meet funding targets.
Account Specialist managing key client relationships for leading automotive financing solutions company. Focused on product support and partner growth in a collaborative team environment.
Clinician providing individual and group counseling for justice - involved individuals with substance use and mental health disorders. Collaborative role with treatment planning and on - call crisis intervention.