finance and credit administrator
$75k - $85k per yearFull-time
Institutional Mortgage Capital
Overview
Languages
English
Education
- College/CEGEP
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work site environment
- Real estate
Work setting
- Real estate company
- Private company, corporation or industry
- Financial services industry
- Commercial
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- Supervise staff
- Analyze clients' financial records
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Assist in the planning and execution of financial statement audits
- Review and update credit and loan files
- Recommend improvements to accounting systems and management practices
- Provide investment information and service to clients
- Process banking transactions
- Oversee the collection and analysis of financial data
- Internal audit
- Ensure compliance with government regulations
- Disburse trust monies
- Compile records of deposit, loan and mortgage payments
- Collect and analyze financial records of a business, such as financial statements, budgets, projections and sales data
- Assist investment fund managers in portfolio asset allocation decisions and risk management
- Analyze financial documents and reports
- Use real estate software packages
- Use portfolio management software
- Evaluate financial risk
- Conduct business and technical studies to aid in decisions on system implementation or migration
- Analyze market research data to improve business decisions or activities
Experience and specialization
Computer and technology knowledge
- MS Office
- Database software
- Accounting software
- API
Area of work experience
- Financial statements
Area of specialization
- Financial examination
- Investment underwriting
- Trust and estate administration
- Accounting
- Real estate data analysis
- Loans and mortgages
- Investment funds
- Commercial real estate
Additional information
Security and safety
- Criminal record check
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
Personal suitability
- Accurate
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Bonus
- Group insurance benefits
- Life insurance
Long term benefits
- Long-term care insurance
- Maternity and parental benefits
Other benefits
- Paid time off (volunteering or personal days)
Vacancy posted 4 hours ago
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