Role Summary

Your primary responsibility is handling documents and inquiries relating to mortgage investments that are in legal action. Your clientele consists of Mortgage Brokers, Lawyers, and self-directed investors. You keep your clients informed as to when legal documentation is received and deliver timely notifications. You have the distinct capacity to translate complex or ambiguous information into readily understood communications. You take the time to understand the diverse stages of foreclosure, follow up with your clients for various updates and recognize opportunities to provide further education.

As the ideal candidate, you are confident and thrive in an ever-changing fast-paced work culture. Your goal is to maintain a high level of compliance while supporting all associated parties. You take ownership of diverse client inquiries and strive to move forward. You care about connecting with others and demonstrate the desire to work within a team. You are positive, motivated and driven to achieve success. You are committed to self-development and proactively seek coaching on new ways to grow.

Role Responsibilities

  • Demonstrate and promote Olympia Trust Company’s Values
  • Abide to Olympia Trust Company’s service standards
  • Offer and maintain a high level of personalized support
  • Cultivate and strengthen new and existing client relationships for mortgage investments in legal action
  • Achieve customer satisfaction while adhering to Olympia Trust Company policies
  • Take ownership of client inquiries and concerns
  • Recognize opportunities and further educate clients
  • Stay informed and understand individual client needs
  • Maintain a working knowledge of all policy, procedures and services offered
  • Mentor, train and lead other team members
  • Develop and meet individual and team goals
  • Actively participate in projects and team meetings
  • Represent Olympia Trust Company in a professional manner
  • Thorough understanding of the Anti‐Money Laundering (AML) policies and procedures
  • Perform other duties and tasks as required

Personal Characteristics

  • Desire to engage and quickly connect with clients
  • Superior verbal, written, and interpersonal communication skills
  • Inquisitive approach with proven problem solving and analytical abilities
  • Confident in making optimal decisions
  • Exceptional time management with the aptitude to establish priorities

Experience and Skills

  • High school education completion
  • Post-Secondary education is beneficial
  • Minimum of 2 years with Legal Assistant and/or Paralegal experience is required
  • Previous real estate and foreclosure experience is preferred
  • Previous experience in direct customer service
  • Prior financial services industry experience is beneficial
  • General knowledge of Registered Plans, TFSAs and RESPs is beneficial
  • Intermediate level of Microsoft Outlook, Word and Excel
  • Bilingual French is beneficial
  • Successful completion of a Criminal Background check will be required

If your background matches the qualifications listed above and are looking for an opportunity with a dynamic team, please submit your resume in confidence. Please note: only candidates selected for an interview will be contacted.

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