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Bilingual Mortgage Operations Specialist – Renewals & Servicing
Recruit Action inc.. Own complex, aged, escalated, or exception-based administrative cases from intake through resolution, coordinating required follow-up and maintaining clear accountability for next steps .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investigating and resolving complex administrative issues within financial services, with a strong focus on risk assessment, quality review, and procedural development. Bilingual in French and English, capable of providing effective communication and support across diverse stakeholders.
Highest-signal resume keywords
Complex Issue ResolutionRoot-Cause AnalysisMortgage Renewal ProcessesQuality ReviewBilingual Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Analytical SkillsProblem-SolvingAdministrative ControlsOperational ReportingChange Implementation
Soft Skills
Written CommunicationVerbal CommunicationPeer GuidanceInfluencing SkillsPrioritization
Industry Keywords
MortgageLendingBankingFinancial ServicesClient Documentation
About the role
Key responsibilities & impact- Own complex, aged, escalated, or exception-based administrative cases from intake through resolution, coordinating required follow-up and maintaining clear accountability for next steps
- Investigate file discrepancies, system issues, workflow breaks, incomplete documentation, and recurring exceptions by reviewing available records and consulting appropriate partners
- Apply established policies, procedures, controls, and authorities to non-routine situations, document the rationale for actions taken, and escalate matters requiring policy interpretation, material remediation, or higher approval
- Assess operational and client risk within assigned authority, identify potential control gaps, and ensure concerns are clearly documented and escalated
- Perform targeted quality reviews or peer checks, identify recurring errors or process gaps, and provide factual observations to leaders and process owners
- Provide procedural guidance, peer support, onboarding assistance, and knowledge transfer without formal people-management accountability
- Support the development and maintenance of procedures, job aids, training materials, and administrative controls
- Partner with Loyalty specialists, leaders, technology teams, operations, and other business areas to resolve issues spanning multiple processes or systems
- Analyze recurring defects, complaints, exceptions, aged items, and manual workarounds to identify root causes and recommend practical improvements that reduce risk and rework
- Support testing, operational readiness, and implementation of process or system changes where assigned
- Protect client information and reinforce adherence to applicable privacy, security, quality, risk, and regulatory requirements
Requirements
What you’ll need- College diploma or an equivalent combination of education and significant relevant experience
- Progressive experience in mortgage, lending, banking, renewals, retention, servicing, or financial-services operations
- Demonstrated ability to investigate and resolve complex administrative issues across multiple stakeholders, processes, and systems
- Strong written and verbal communication skills, including the ability to explain processes and clearly document decisions, risks, and recommendations
- Demonstrated analytical, root-cause analysis, problem-solving, quality-review, and risk-awareness capabilities
- Ability to prioritize complex work, influence partners without direct authority, and remain effective during high-volume periods or rapid change
- Ability to provide peer guidance, share knowledge, and support onboarding without formal people-leadership responsibility
- Bilingual in French and English at a business level, both written and verbal, where required to support clients across jurisdictions
- Advanced knowledge of mortgage renewal and servicing processes, administrative controls, client documentation, and related systems
- Experience supporting escalations, root-cause analysis, procedure development, operational reporting, testing, or change implementation
- Experience identifying control gaps and recommending improvements to quality, efficiency, service levels, or the client experience
- Demonstrated ability to coordinate competing priorities and resolve issues across business and technology partners
Benefits
Comp & perks- 18-month contract with the potential for permanent employment
- Full-time position: 37.50 hours per week
- Weekday schedule from 9 am to 5 pm EST
- Training during the first 4 to 6 weeks
- Flexible remote work