Posted : Full-Time Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance. We are looking for Bilingual (French/English) speaking candidates only at this time.

The Portfolio

Specialist plays a key role in supporting mortgage portfolio operations by delivering both client-facing service and hands-on administrative support. This position is ideal for someone who values accuracy, structure, and exceptional customer service.

Responsibilities include managing shared inboxes, generating client statements, updating internal banking systems, and maintaining accurate records and documentation. Support post funding mortgage administration activities of the Portfolio Specialist team. 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. Complete general administrative tasks such as saving documents, tracking requests, and completing cleanup projects.

Passionate about excellence with internal and external customer service. 2+ year of banking or mortgage administration experience, or experience in a similar customer service focused role. ~ Bilingual proficiency (English and French) is required. ~ Comfortable communicating with clients on the day-to-day via phone and email.



~ Working knowledge of commercial property insurance is considered an asset. ~ 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. ~ Proficient in Microsoft Excel and Word.

Peoples

Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future. With offices in Vancouver, Calgary, Toronto, and Montreal, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem.

Peoples

Group offers a adaptable and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically,you'llbe working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.

A hybrid work environment, enabling you to balance your personal and professional life seamlessly. Competitive salaries, profit sharing, RRSP matching and benefits from day one. Generous paid time off to help achieve a healthy work-life balance.

Financial, Physical, Social, Career, and Community. If your application is selected, you will be invited for a first interview with one of our Talent Acquisition Business Partners.

📌 Mortgage Portfolio Specialist (Bilingual) (Vancouver)
🏢 Peoples Trust
📍 Vancouver