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

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

Mortgage Adjustments Processing

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

Customer & Operational Support

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

Systems & Reporting

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

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

PERSONAL ATTRIBUTES

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