Duration: 12 months contract (with possibility of extension/conversion)
Typical Day-to-Day Responsibilities
- Support the Mortgage Discharge department by working across four operational workstations.
- Review mortgage statements and supporting documentation for accuracy and completeness.
- Issue mortgage-related documents in accordance with established procedures.
- Execute transactions accurately, on time, and in line with established guidelines and Service Level Agreements (SLAs).
- Validate incoming transactions and supporting information before processing adjustments within authority levels.
- Respond to internal partner requests in a timely and effective manner.
- Refer or escalation operational issues when required to ensure service quality is maintained.
- Prioritize and manage workload to meet productivity and service level requirements.
- Support the timely and accurate completion of business processes.
- Investigate and escalation non-standard or high-risk activities as appropriate.
- Review internal processes and identify opportunities for continuous process improvement.
- Maintain confidentiality while managing correspondence, documentation, and sensitive information.
- Understand and comply with internal operating procedures, industry regulations, enterprise frameworks, and the Bank Code of Conduct.
- Adhere to Anti-Money Laundering (AML), Business Continuity Management,
and other operational policies.
- Work independently while collaborating effectively with internal teams and business partners.
Key Responsibilities
- Perform operational processing activities accurately and efficiently.
- Review and validate mortgage statements and related documentation.
- Process transactions while ensuring compliance with established policies and procedures.
- Maintain high levels of accuracy within a high-risk operational environment.
- Meet strict deadlines while managing high transaction volumes.
- Utilize MS Office applications and internal banking systems to complete daily responsibilities.
- Adapt quickly to new systems, processes, and changing business requirements.
- Support operational excellence through quality processing and attention to detail.
Must-Have Qualifications
- Bilingual in English and French (written and verbal).
- 2–4 years of banking or financial services experience.
- Proficiency with MS 365, including:
- Excel
- Word
- Outlook
- Robust technical aptitude with the ability to quickly learn internal banking systems.
- Previous experience reviewing documentation and statements.
Nice-to-Have Qualifications
- Previous mortgage operations or mortgage servicing experience.
- Experience with mortgage discharge documentation.
📌 Loan Officer (Montreal)
🏢 Dexian
📍 Montreal
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