Founded in 1846, Laurentian Bank Financial Group (LBCFG) is a diversified financial services provider whose mission is to help its customers improve their financial health. The Laurentian Bank of Canada and its entities are collectively referred to as Laurentian Bank Financial Group (the "Group" or the "Bank").
With more than 2,900 employees guided by the values of proximity, simplicity and honesty, the Group provides a broad range of advice-based solutions and services to its personal, business and institutional customers. With pan-Canadian activities and a presence in the U.S., the Group is an important player in numerous market segments.
This role sits within Laurentian Bank, a subsidiary of Laurentian Bank Financial Group.
Reporting to a Manager from the Real Estate Financing group, the incumbent is responsible for servicing clients within a Real Estate Financing Centre. They act as a key contact person for the centre's customer service. In supporting the Real Estate Financing team, the incumbent is responsible for preparing ancillary documentation for the Team and scheduling appointments as necessary with clients.
º Be responsible for greeting clients and providing top-quality customer service within a Real Estate Financing team.
º Follow up and handle documents related to the opening of real estate clients' transactional products and bank accounts.
º Prepare ancillary documents and provide support to team colleagues or clients, send required forms and documents and ensure follow-up for the underwriting process.
º Handle and archive due diligence documents relative to client identification (KYC) and compliance (AML/ATF) in the regulatory standards required by the Bank.
º Efficiently answer requests/calls for information received at the Centre and provide courteous, high-quality service.
º Provide administrative support to colleagues of the team.
º (Research in our different systems including Unic and Dynamics).
º Communicate directly with clients to schedule meetings or follow up on files.
º Liaise between the Centre and the Operational Excellence business unit (Business Services operational teams).
º Work with team colleagues to resolve administrative or operational issues.
º Properly complete, update and archive all reports necessary for the required controls.
º Carry out any other similar or general tasks at the request of their superior or that may be required by this function.
º Extensive knowledge of SIBL, OSV, COGNOS, RUMBA, UNIC, SGC, OPTIMUS systems and Microsoft Suite of products.
º College diploma in administration, accounting or a related field
º Minimum of three years of customer service experience, including one year working with commercial clients
º Basic knowledge of real estate financing operations
º Ability to manage and prioritize numerous competing requests
º Excellent customer service skills
º Effective communication skills in English and French
º Customer focused
º Autonomy and initiative
We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age and gender.