Loan Administrator Centre

Overview

Loan Administrator - Camrose City Centre Branch

The Loan Administrator is responsible for a variety of clerical duties that can change throughout the day. The Loan Administrator understands his/her role providing consistent accuracy assisting the lending staff as well as exceptional quality, positive, and friendly experiences to all members.

This is a full-time permanent position.

For complete job posting details, please visit our website

Position Title:

Loan Administrator

Reports To:

Branch Manager/Assistant Branch Manager

• Smile and greet members as they enter the branch.
• Answer and direct phone calls while providing accurate information in a friendly and courteous manner or refer member to the appropriate position.
• Taking and distributing messages.
• Check the fax machine and forward any faxes to the proper position or area in the branch.
• Open, sort, record and distribute mail to appropriate departments or area daily and deliver outgoing mail.
• Organizing and scheduling appointments.
• Scanning loan documentation.
• Assisting members with loan inquiries as well as other in-branch inquiries.
• Complete accurate loan documentation and submit to Lending Support Services.
• Complete searches (Debtor, Business, Collateral, Land, Bureaus, etc.) as assigned.
• Complete accurate loan documentation for security registrations (PPR and Land Titles) and submit to Lending Support Services.
• Accurately advance member loans.
• Manual loan payments and reversals as required.
• Accurately balance CUMIS insurance monthly.
• Print CUDGC and loan reports for data input to send to the Executive Assistant.
• Accurately complete margining and send to Manager of Lending Support Services.
• Accurately scan loan documentation on a daily basis or as required.
• Adhere to all Vision Credit Union Ltd. policies and procedures.
• Follow all compliance policies and procedures in relation to Anti-Money Laundering and Anti-Terrorist Financing Guidelines.
• Assist Branch Manager/Assistant Branch Manager with other duties as assigned.

• High school diploma
• One or two years’ exposure of credit union or related financial experience.
• Customer Service experience preferred.
• Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times.
• Strong communication skills.
• Ability to prioritize and make on-the-spot decisions regarding member transactions, weighing member satisfaction issues with credit union exposure to loss or fraud.
• Basic mathematical skills required.
• Knowledge of loan processes and documentation.
• Attention to detail in all areas of work.
• Ability to work in a fast-paced environment.
• Ability to perform well under pressure.
• Ability to cross-sell.
• High degree of accuracy with good organization skills.
• Professional appearance and manners.

• Salary range: $45,000 to $55,000 annually
• Comprehensive benefits package.

We may very well be the right fit for you….and you for us.

We’re Vision Credit Union. Although we offer loans, deposits, financial planning service, RRSPs, mutual funds, insurance products and other products that most FIs offer, we do things a little (some would say a lot) differently at our “shop”.

Our focus is our 37,000 member-owners. We’re an organization based on principles over profit. If you are eager to launch a rewarding career with our organization, you will need to be able to naturally and consistently provide “well above the norm” member service. After all, the Credit Union system has been chosen tops in Canada for twelve years straight in the area of customer service.

That’s a reputation we pledge to continue.

We believe that charging excessive fees or providing products and services that benefit our Credit Union more than our valued members is wrong. We also believe that the bulk of our profits must be shared by our members and that some of our profits need to be channeled back to community initiatives in the small rural communities where we live and work.

At Vision Credit Union, an equal opportunity employer, we treat members special. Our goal is to ensure that every one of our members feels like an extension of our “family”. The team, of which you would be a part, is small in numbers but…