Operations Service Representative 2, Lending - Nanaimo, Canada - Coastal Community Credit Union

Coastal Community Credit Union
Coastal Community Credit Union
Verified Company
Nanaimo, Canada

1 week ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description

Position Type:
Permanent


Together, Let's Do Great Things


We're the largest financial institution based on Vancouver Island and the Gulf Islands, and we've got an opportunity for you.

We are looking for an
Operations Service Representative 2, Lending, so if you're passionate about improving people's financial health and have proven experience with personal lending and advanced knowledge of lending policies and products, we'd like to hear from you.


What's the role?


As an
Operations Service Representative 2, Lending, under general supervision, you are responsible for the centralized processing of all loans, mortgages and lines of credit facilities.

Coastal Community Credit Union strives "to be the leaders in building relationships that improve financial health, enrich people's lives and build healthier communities." It is your responsibility as
Operations Service Representative to carry the mission statement forward in order to build, maintain, attract and expand the member's relationship with the credit union.

As an
Operations Service Representative you provide friendly, professional service in an efficient, financially responsible manner.


Your duties will include:

  • Disburse loans and mortgages, audit loan files for completeness and accuracy, and advise manager of deficiencies.
  • Obtain and disperse information to and from outside sources, (e.g., lawyer's payout statements) on a timely basis.
  • Obsolete mortgages, loans, LOC's and security releases including closing of files, completing the discharge and rebating insurance if applicable.
  • Answer telephone inquiries and perform a variety of general loan administration functions including report maintenance and production.
  • Perform other related duties as required.

What are we looking for?

  • 13 years financial experience or an equivalent combination of education and experience;
  • Demonstrate advanced knowledge of lending policies and products;
  • Working knowledge of CCCU's loans origination system;
  • Prior loans admin or lending experience is preferred;
  • Successfully completed CUIC 210, as well as either CUIC 185 and/or CUIC 200 and be actively pursuing the CUIC Fellow Designation;
  • Above average MSR/OSR demonstrated skills are required.
Ideally, you are a flexible, collaborative team player with:

  • Working knowledge of Coastal Community Credit Union products and services is required, as well as a working knowledge of the banking system, administration procedures related to the processing of loans, mortgages and LOC's.
  • Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
  • Effective listening skills to and engage members/team members in conversation to understand and identify their needs to provide resolution through sourcing information and matching an appropriate product/service/support; as well as provide a referral to the appropriate individual to complete the request if required.
  • In addition, the incumbent must be a strong team player who prioritizes and exhibits initiative to assist in the completion of projects and work within specific time constraints in a high paced environment.
If you're an approachable problem solver who embraces self-development and life-long learning, you'll be a great fit with us.


Who are we?


Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island.

We're proud of the legacy we've built and the things that make us who we are:


  • We're 100% memberowned, with all decisions made locally—right here on Vancouver Island.
  • We're a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
  • We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.
If you join us you'll work hard, but have a lot of fun along the way.

We offer a generous compensation package and a great work/life balance because we want you to spend your career here.

Many people do
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