Client Service Advisor - Administration

Lending Services Associate

Lending Services ensures the effective administration of BlueShore Financial's retail and commercial loan portfolio. This position provides centralized service and administrative support to branches and other internal departments. The department oversees all post approval activities that occur during the life cycle of the loan. In addition, the team provides support and guidance to staff regarding loan administration related procedures, documentation and system inquiries. This position provides an opportunity to work primarily from your home office (although not entirely remote). We have a compelling and differentiated brand that resonates with the West Coast community we serve. This position is a hybrid role primarily working from a home office (not fully remote), with approximately one to two days per month in our corporate office in North Vancouver.

Schedule: Monday - Friday

Location: 1250 Lonsdale/Hybrid Home Office

Provides administrative support and guidance to branches for all loan related post approval activities including; instructing, funding, payment processing, fire insurance notification, renewal processing, payouts and discharges.

Acts a resource to lenders on Credit Administration related policies and procedures including in depth knowledge of the mortgage registration process and required documentation.

Manages relationships with solicitors and prepares security documentation for new mortgage funding

Processes new mortgage funding, re-advances and personal loan funding and provides risk oversight by ensuring correct security and documentation are in place.

Prepares discharges of mortgages while ensuring proper security is released

Audits files to ensure all required branch and legal documents are received. Provides administrative support to branches by processing mortgage and loan related payments and alterations, including external PAD set up

Liaises with third party service providers including CUMIS, First Canadian Title, solicitors, Canadian Mortgage and Housing Corporation (CMHC), Genworth, and Canadian Securities Registration Systems (CSRS) on behalf of branch staff.

Participates in work team solutions that support efficient centralized lending administration

Basic knowledge of Loans Origination system, as well as working knowledge of Excel and Word systems.

• Detail oriented with strong administrative skills and ability to prioritize and multi-task
• Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target range of this role is $49,900 - $58,700 per year, plus a variable performance bonus. Employment offers are determined by knowledge, experience and internal equity.

3 weeks of paid vacation to start, plus paid personal and wellness days

• Flexible hybrid work from home/in office arrangement
• Comprehensive Total Rewards Program including bonuses, pension, flexible benefits, and employee assistance program
• Banking benefits including chequing and savings accounts, lines of credit, e-bike or bike loans, and supportive mortgage rates
• Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits)
• Recognize the strength that diversity, equity and inclusion brings

Provide a premium level of service to all clients, internal and external

Demonstrate digital excellence

Be accountable for the risk responsibilities in your area

We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. We've been entered into Waterstone Human Capital's “Hall of Fame” as one of “Canada's Most Admired Corporate Cultures”.

BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, but not limited to, women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity.