Bilingual Property Tax Specialist

About Haventree Bank  

Haventree Bank is a Schedule I Canadian bank dedicated to advancing financial security and upward mobility for Canadians underserved by traditional financial services. Through our broker-distributed alternative mortgage and GIC solutions, as well as our growing digital banking platform, we provide straightforward products that support long-term financial well-being and meaningful growth.

As a CDIC-insured, federally regulated bank, we offer the trust and stability of a traditional financial institution while embracing the innovation and customer-first mindset of a modern digital bank.

If you're looking for a place where your work has a direct impact, your ideas are valued, and innovation is encouraged, Haventree Bank is the place for you.

Position Summary:

Reporting to the Manager, Property Tax , the position is responsible for remitting and reconciling property taxes.

Major Duties & Responsibilities: 

• Reconciles and remits property tax payments to appropriate municipalities within defined timelines and with utmost accuracy. 
• Providing excellent customer service to clients regarding their tax accounts and any payment adjustment. 
• Reviews and analyzes tax accounts with significant deficit/surplus balances that may require tax payment adjustments. 
• Action all inquiries related to property taxes.
• Acts to clear tax arrears appropriately and on a timely basis to avoid a tax sale.
• Handles client calls and voice messages, and action as required. 
• Prepares and distributes reports on a timely basis, maintaining municipal profiles including contact information, remittance methods, and payment due dates.
• Provides the highest level of support to other areas of servicing.  
• Maintains operational excellence, using all available resources, escalating, when necessary, to maximize efficiencies and provide quick turnaround times.
• Helps to develop procedures, forms, reports and training materials, identifying opportunities for process improvement.
• Keep up to date on the various property tax legislation and policies. 
• Supports cross-departmental mandates and goals, together with originations and finance 
• Strict adherences to all Haventree Bank’s business area and AML/ATF policies and procedures. 

Qualifications & Experience: 

Degrees, Diplomas & Certifications: 

• The position requires a college diploma or equivalent. 

Years and Range of Experience Required to Perform the Job: 

• The position requires at least three to five years of property tax and mortgage servicing experience . 
• You are proficient in Microsoft applications like Word and Excel, comfortable using multiple system platforms simultaneously, and work in a paperless environment 
• Passionate about exceeding servicing expectations and an ability to deliver on those expectations.
• Quickly set priorities, remain disciplined and organize workload through effective time management.
• Able to manage high volume of tasks meeting the various requirements of each municipality and individual customer circumstances 
• Comfortable reconciling invoices against accounts. 

While we thank everyone for their interest in Haventree Bank, please note that only candidates selected for an interview will be contacted. Haventree Bank is committed to providing accommodation when needed. If you require an accommodation, we will work with you to meet your needs.  

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2. Stay in touch with us, if this position is not the right one for you – please click on this link for other roles at Careers | Haventree Bank or follow us on LinkedIn at www.linkedin.com/company/haventree-bank/
3. Haventree Bank embraces equal opportunity, diversity, and inclusion. Please let us know if you require any accommodations during the recruitment and selection process by contacting accessibility@haventreebank.com