Process all retail lending requests in accordance with Credit Union policies, guidelines and established SLAs.
Ensure security registration is completed in accordance with Credit Union policies and procedures and escalates exceptions to the Assistant Manager, Lending Services in a timely manner.
Identify routine issues and resolves in a timely manner within own level of expertise.
Escalate more complex issues to Assistant Manager, Lending Services for resolution.
Identify and escalates areas of opportunity for process improvement or possible removal of redundant tasks to Assistant Manager, Lending Services.
Supporting Centralized Transformation in learning, understanding, and performing reviews relating to lending

Requirements
1 – 3 years of experience working in a Frontline role or lending administration within the financial industry.
Direct experience using Wealthview banking system
Good verbal and written communication skills.
Ability to plan, schedule, organize and prioritize work assignments
Able to try recent work approaches and processes.
Knowledge of retail lending products and services




Understanding of Credit Union policies and guidelines
Excellent computer skills including Word and Excel.

Core Competencies

Demonstrates expertise in retail lending processes and compliance with Credit Union policies, while effectively managing lending requests and identifying prospects for process improvement. Proficient in using Wealthview banking system and possesses solid organizational and communication skills.

Highest-signal resume keywords
Retail Lending Experience
Wealthview Banking System
Credit Union Policies Knowledge
Process Improvement Identification
Verbal And Written Communication Skills

ATS Optimization Keywords

Hard Skills
Retail Lending Products Knowledge
Lending Administration
Computer Skills
Word Proficiency
Excel Proficiency

Soft Skills
Organizational Skills
Problem-Solving Skills
Adaptability

Industry Keywords
Financial Industry
Credit Union
Lending Services
SLA Compliance

Tools & Technologies
Wealthview Banking System
J-18808-Ljbffr

📌 Lending Services Administrator – 12 Month Term Surrey
🏢 Jobtailor
📍 Surrey