Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast-to-coast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms.

About Haventree Bank

Headquartered in Toronto, Ontario, Haventree Bank (Haventree) is a mission driven alternative mortgage lender. The name Haventree is representative of the bank’s mission to help its customers find a place of refuge and to lay down current roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system.

Reporting to the Manager, Client Accounts Management, our Client Accounts Specialist is a self-driven relationship builder who has exceptional communication, negotiation, and decision-making skills. They think outside the box when looking for remedial solutions for clients. They are organized, effectively managing their time when working on multiple applications, and different files at different stages in a fast-paced, changing environment.

Negotiates payment arrangements for clients in arrears/default, maintaining established objectives for file curing, delinquencies and net losses. Manages insolvencies and preparation of proof of claims; research and address any client account discrepancies.



Handles arrears and loan defaults and engages with various service providers, colleagues and borrowers with speed and accuracy while maintaining professionalism.

Controls the risk on assigned portfolios, complying with regulatory requirements pertaining to collections and enforcement. Collaborates with other departments and teams to review and address early delinquencies or contract breaches and ensure payments are correctly processed. Exercises good judgement and recognizes, escalates, and makes recommendations for more complex issues for risk mitigation to management team.

Ensures accuracy in processing cases for reporting and Performance Evaluation purposes in Salesforce. Bilingual in French and English is mandatory. The position requires 1–2 years’ experience in a client-facing role, preferably within the banking or financial services sector.

Thorough understanding of collections/recovery practices, and mortgage enforcement practices in Canada. Confident using Microsoft Office Outlook, Word, Excel, Salesforce.

Experience in customer service and conflict resolution / negotiation.

Experience in collections, credit recoveries, complaints handling, or other elevated customer service expertise is considered an asset/ Bilingual in English and French is not required, but is considered an asset Haventree Bank embraces equal opportunity, diversity, and inclusion.

📌 Customer Service Account Management Representative (Calgary)
🏢 Haventree Bank
📍 Calgary