Loan Services Officer

Job Category: Clerical

Contract: Permanent

Operational Process Management

You will play a key role in coordinating, monitoring, and reporting on critical loan servicing processes to ensure efficiency, accuracy, and compliance.

Consent Requests Management

• Guide members and attorneys through requirements for the Bank’s consent related to changes in collateral (e.g. property transfers, subdivisions).
• Conduct credit risk assessments to protect the Bank’s interest.
• Prepare and submit recommendations for approval of consent requests.
• Liaise with internal adjudication teams and communicate decisions to stakeholders.
• Coordinate the release of security documentation following approval.

Mortgage Adjustments Processing

• Prepare and submit requests for interest rate reductions for review.
• Coordinate documentation for due date, term, and interest rate adjustments.
• Ensure accurate processing of account changes and communicate updates to customers.

Customer & Operational Support

• Respond to general queries and provide timely support to members and stakeholders.
• Assist with partial redemption requests where required.
• Provide front desk support when needed, assisting walk-in members with queries.

Systems & Reporting

• Maintain accurate and up-to-date records in internal systems (e.g. Salesforce).
• Track and update the progress of all assigned requests daily.

• Bachelor Degree in banking and finance or similar discipline with three (3) or more years relevant experience.
• Proficiency in MS Excel. Sound knowledge of the Phoenix banking system is an asset.

PERSONAL ATTRIBUTES

• Excellent communication skills - written and verbal.
• Demonstrates a willingness to change ideas or perception.
• Good time management with the ability to meet deadlines.
• Excellent financial planning & management, organization, multi-tasking and prioritizing skills.