Property Tax Summer Student

Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast-to-coast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms.

About Haventree Bank

Headquartered in Toronto Ontario Haventree Bank (Haventree) is a mission driven alternative mortgage lender. The name Haventree is representative of the banks mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system.

Position Summary:

Reporting to the Manager Property Tax the Property Tax Student is responsible for reviewing and remitting property taxes and assisting with customer-related requests. The position is also responsible for supporting daily tax operations assisting with the reconciliation and remittance of municipal tax payments updating internal records and contribute to the overall accuracy and efficiency of our property tax servicing processes.

Major Duties & Responsibilities:

• Assist with reviewing reconciling and preparing property tax payment information for remittance to municipalities.
• Maintain accurate municipal profiles including contact information due dates and payment methods.
• Support the review and analysis of tax accounts showing surplus or deficit balances and flag files that may require adjustments.
• Help monitor tax arrears listings and gather information to ensure accounts do not progress toward delinquency or tax sale status.
• Respond to routine client and internal inquiries related to property taxes (primarily email; occasional phone or voicemail) escalating complex issues as required.
• Provide excellent customer service while supporting Client Services Finance and Originations with taxârelated tasks.
• Prepare and update daily weekly and monthly reports for internal stakeholders.
• Complete administrative and data entry tasks including updating trackers verifying documentation and organizing digital records in a paperless environment.
• Assist in updating procedures process documents forms and training materials to support continuous improvement.
• Follow established processes to ensure data accuracy and operational excellence.
• Promptly flag discrepancies missing information or unusual account activity to a Specialist for review.
• Adhere to organizational policies including AML/ATF internal procedures and privacy requirements.

Qualifications & Experience:

Degrees Diplomas & Certifications:

• Currently enrolled in a college or university program in Business Finance Accounting Administration or a related field.

Years and Range of Experience Required to Perform the Job:

• The position requires strong written and verbal communication skills and exceptional organization and time management skills.

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.

1. As a job candidate our recruitment process includes collecting personal information. Please click the link here to review our Privacy Policy.Privacy Statement Haventree Bank
2. Stay in touch with us if this position is not the right one for you please click on this link for other roles atCareers Haventree Bankor follow us on LinkedIn at Bank embraces equal opportunity diversity and inclusion. Please let us know if you require any accommodations during the recruitment and selection process by contacting