We are hiring for this position out of our Toronto and Vancouver offices. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance.About The RoleThe Portfolio Specialist provides both client‑facing and hands‑on administrative support for mortgage portfolio operations. This role is focused on completing routine, process‑driven tasks that help keep daily workflows running smoothly for the Portfolio Specialist team. In this position, you’ll manage shared inboxes, generate statements, update banking systems, and maintain accurate records and files. The work is structured, detail‑oriented, and guided by established procedures, making it well suited for someone who enjoys organized, task‑based work and takes pride in accuracy. Your communication skills are exceptional—you connect smoothly with colleagues across all levels and external partners alike. You’re unafraid to speak up when questions arise and thrive on collaborating with your team to find the best solutions. As a forward thinker, you excel in dynamic, fast‑paced settings where teamwork and agility are key.About The Day-to-daySupport post funding mortgage administration activities of the Portfolio Specialist team.Manage shared email inboxes, responding to routine inquiries within SLAs.Generate and process mortgage statements and related documentation.Perform banking system updates, ensuring records are accurate and up to date.Property insurance administration, including document collection, policy review and system updates.Maintain and organize physical and electronic files.Complete general administrative tasks such as saving documents, tracking requests,



and completing cleanup projects.Respond to inbound calls and email interactions with best-in-class resolutions.Passionate about excellence with internal and external customer service.Follow established procedures closely and elevate questions or issues when required.About The Qualifications2+ year of banking or mortgage administration experience, or experience in a similar customer service focused role.Must be fluent in English and French.Comfortable communicating with clients on the day‑to‑day via phone and email.Working knowledge of commercial property insurance is considered an asset.Excellent verbal and written skills with a clear, professional and friendly tone.Strong time management skills with the ability to prioritize and manage multiple administrative tasks.Exceptional attention to detail and accuracy when processing information and updating systems.Self‑motivated and able to work independently, particularly on repetitive or process‑driven tasks.Comfortable following standard operating procedures and asking questions when clarification is needed.Proficient in Microsoft Excel and Word.About The Work EnvironmentPeoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in‑office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00 am and 4:30 pm with flexibility around start/end times.We OfferA hybrid work setting, enabling you to balance your personal and skilled life seamlessly.Competitive salaries, profit sharing, RRSP matching and perks from day one.Generous paid time off to help achieve a healthy work‑life balance.A strengths‑based approach, ensuring we work together more effectively.A commitment to your well‑being in five key areas: Financial, Physical, Social, Career, and Community.CompensationThe expected salary for this role is approximately $55,000.00 – $65,000.00 annually. Actual compensation may vary based on experience, skills, and qualifications.Peoples Group is an Equal Employment Opportunity employer.#J-18808-Ljbffr

📌 Portfolio Specialist (Bilingual) - C$55,000 - C$65,000 A Year (Winnipeg)
🏢 Peoples Group
📍 Winnipeg