Portfolio Administrator, Mortgage Services
HomeBridge
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
POSITION SUMMARY
Responsible for supporting day-to-day mortgage servicing operations, including mail handling, cheque processing, file closures, and document management. Ensures accuracy, timeliness, and adherence to service standards while collaborating with internal teams and external vendors.
MAJOR ELEMENTS OF THE ROLE
Key accountabilities of this position include:
Assign tickets promptly via ServiceNow to ensure timely processing and resolution.
Manage the daily scanning of physical mail and cheques, ensuring accuracy, efficiency, and adherence to turnaround timelines.
Ensure files are closed in the application in a timely manner after discharge, in accordance with process requirements and deadlines
Process mortgage overpayments cheque reconciliation and handover with finance.
Collaborate with vendors to ensure timely and accurate weekly mailing of communication letters in line with service standards.
Review and action returned mail (including overpayment cheques and annual statements), validate addresses against system records, and collaborate with reception to ensure accurate and timely re-dispatch.
Maintain and organize legal documents and mail in cabinets, ensuring records are current, and conduct periodic reviews to retain or securely discard documents in line with policy.
Support the team with ad hoc tasks including payout and information statements and refinance file setup during high-volume periods.
Perform additional duties as assigned.
Provide support on high-priority or time-sensitive assignments across functions as required.
SKILLS AND EXPERIENCE REQUIRED
Qualifications:
A University Degree or College Diploma
Strong organizational and time management skills.
Ability to handle multiple tasks and meet deadlines.
Experience in operations or administrative roles preferred.
High attention to detail and accuracy.
Ability to work in a fast-paced environment.
Strong communication and teamwork skills.
Knowledge of document management and record retention.
Proficiency in Microsoft Office (Excel, Outlook, Word).
Strong problem-solving and ownership mindset.
Ability to handle confidential information responsibly.
WORKING CONDITIONS UNIQUE TO JOB
In-office 5 days a week
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 positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.
The Perks (for eligible employees)
HomeEquity Bank offers a competitive total rewards package that includes:
Extended health and dental benefits
Employee & Family Assistance Program
Employer-Matched Group Retirement Savings Plan
Employee Share Investment Plan
Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits
Employee corporate discount for GoodLife Fitness
HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Please note that our successful candidate is required to complete a background check.
Stay in the Know
Find out what we’re up to online, and learn more about what makes HomeEquity Bank a great place to work:
LinkedIn
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Chip.ca
Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you.
