Job Description

We are hiring for this position out of our Toronto, Vancouver and Calgary offices. Successful candidates who apply outside of this area will be expected to relocate and reside in a location that is within a commutable distance.

About the role:

You are a detail-oriented and highly organized professional with experience in loan administration, documentation, or financial services operations. You thrive in collaborative environments and take pride in maintaining accurate records and supporting cross-functional teams. You bring a proactive mindset to process improvement and are comfortable working with internal systems and external stakeholders to ensure smooth loan enablement and compliance.

About the day-to-day:

Prepare and review commitment letters and related documentation for new loans and amendments. Create and update client information in loan origination and banking systems. Maintain accurate loan data and documentation in the banking system and shared drives. Organize and save loan documents in appropriate folders under the commercial drive. Draft correspondence to CMHC regarding special conditions and compliance requirements. Order corporate reports, property assessments, title searches, and tax certificates as directed by Account Managers. Collaborate with Commercial Sales and the Funding Team to support the loan process from origination to funding.

About the qualifications:

2+ years of experience in financial services, loan administration, or a related operational role. Strong attention to detail and organizational skills. Familiarity with loan documentation and financial compliance processes. Experience working with internal systems and managing client data. Ability to collaborate effectively across departments. Proficiency with Microsoft Office and comfort with banking or CRM systems. Knowledge of CMHC processes and documentation is considered an asset.

About us:

Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.



Our culture here at Peoples Group is formed by our values: Trustworthy, Creative, Willing. We believe people don't choose a company to work for, they choose a company to join. We prioritize risk-based practices and procedures in order to remain risk intelligent and compliant. We value people, building relationships, and focusing on strengths; we execute with passion.

About the work environment:

Peoples 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 8:00am and 4:30pm with flexibility around start/end times

We offer:

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. 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.

Hiring process:

If your application is selected, you will be invited for a first interview with one of our Talent Acquisition Business Partners. Depending on the role, interviews may be conducted virtually or in-person. The hiring team will communicate any in-person requirements throughout the process.

Compensation:

Peoples Group is pleased to offer employees a competitive annual salary plus a discretionary profit share opportunity. Salary for this position will vary between $55,000 and $65,000 per year depending on the knowledge, skills, abilities and experience that the chosen candidate possesses.

NOTE:

This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted.



We value and celebrate individuality while fostering an inclusive workplace for everyone. If there's any way we can support or accommodate you during the selection process, please don't hesitate to let us know.