Portfolio Administrator

at  HomeEquity Bank

WHO WE ARE

HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage™ product.

POSITION SUMMARY:

The mandate of the role is to provide ongoing administration oversight of the entire Mortgage portfolio, by delivering high-quality service and efficient processes to the Bank’s Clients and internal departments to keep pace with growth and evolving business needs, as well as ensure the Bank’s collateral continues to be sound and secure by completing processes in accordance with the Bank’s policy.

MAJOR ELEMENTS OF THE ROLE:Power of Attorney Management:

• Draft, review, and process power of attorney documents
• Ensure POA documents are legally compliant and properly executed
• Maintain accurate records of active POAs and update systems accordingly
• Communicate withclients, legal counsel, and stakeholders to ensure POA needs are understood and properly documented

• Draft, review, and process power of attorney documents
• Ensure POA documents are legally compliant and properly executed
• Maintain accurate records of active POAs and update systems accordingly
• Communicate withclients, legal counsel, and stakeholders to ensure POA needs are understood and properly documente