19 Oct
|
Bow Valley Credit Union
|
Cochrane
19 Oct
Bow Valley Credit Union
Cochrane
ABOUT THE ROLE
Bow Valley Credit Union is looking for a detail-driven lending operations professional to join our centralized Shared Services team in Cochrane. Reporting to the Sr Manager, Shared Services, this is a back-office role at the heart of BVCU’s credit operations — the single point of accountability who we depend on to get loans funded accurately and on time. - WHAT YOU'LL DO
Loan Funding & File Ownership
- Own file accuracy, completeness, and funding readiness from intake through disbursement
- Resolve file discrepancies, documentation gaps, and coordination issues within defined authority
- Prepare complete loan document packages and mortgage instructions, ensuring all conditions are satisfied prior to submission
- Serve as a proactive service partner for branch lending teams, providing timely updates and clear communication
- Maintain professional, timely communication with external legal counsel to support seamless mortgage funding
Loan Administration & Data Integrity
- Complete all loan administration and processing activities accurately and within committed timeframes
- Verify and maintain accurate loan data in the banking system
- Monitor daily, weekly, and monthly lending reports — interpreting findings and identifying trends
- Track outstanding items and follow up with branch and internal teams to ensure timely resolution
Quality Control & Compliance
- Serve as the central quality control point for loan file completeness prior to funding
- Complete thorough pre
- and post-disbursement checks on all files
- Support internal audit and compliance activities with accurate, well-organized records
Service Level Accountability
- Maintain accountability for funding turnaround, document review timelines,
and closing package submission
- Prioritize workload effectively under high-volume, deadline-driven conditions
Team & Continuous Improvement
- Identify workflow inefficiencies and be a part of the solution
- Support rollout of recent processes, tools, and initiatives
- Contribute to a collaborative, high-accountability team environment
WHAT YOU BRING
- 1-3 years of credit and lending experience, with demonstrated familiarity with all stages of the loan lifecycle
- Experience in a centralized, shared services, or high-volume back-office lending environment (or a strong aptitude for it)
- Advanced Microsoft Office proficiency; DNA banking system experience an asset
- Exceptional attention to detail and accountable
- Strong organizational skills and ability to manage workload under pressure
- Proactive service mindset with sound judgment and clear escalation discipline
- Ability to handle confidential borrower information with discretion
- Effective interpersonal and written communication skills
Bonus Points Experience in a credit union, bank, or shared services environment. - THE FINE PRINT :
- This position is on-site in Cochrane
- Working Hours: Monday - Friday 8:30 am to 5:00 pm
- Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer
BVCU is strongly rooted in the communities we serve and have built considerable success by delivering exceptional service and products to our members to help built a strong financial future. We take great pride in the communities and are committed to helping them thrive. Total compensation includes Flex Days, vacation, RRSP program, and benefits, including an HSA/Flex Spending Account.
📌 Shared Services, Lending Support Team (Cochrane)
🏢 Bow Valley Credit Union
📍 Cochrane