Loan Operations Specialist
2 days ago
**Purpose**:
The Loan Operations Specialist will be responsible for providing administrative support for all aspects of the lending process, as well as the maintenance of existing customer accounts.
**Responsibilities**:
- Review, prepare and approve loan agreements to be sent to customers ensuring accuracy and delivery of an exceptional customer experience
- Validate signed customer agreements in advance of the funding process to ensure the timely disbursement of funds.
- Confirm the proper completion and accuracy of loan documents providing first-class support to applicants as needed.
- Maintain Admin Tracker and send summary workflow reports daily.
- Import created loans into the Loan Management System (LMS) and complete LMS reconciliations daily
- Respond to loan inquiries from internal and external stakeholders in an efficient, courteous, and professional manner approaching each interaction with a customer centric mindset.
- Other duties as assigned
**Required experience, knowledge, and skills**:
- Minimum 1 year experience in a banking environment, preferably in an administrative role
- Minimum 1 year call centre experience
- Warm and effective communication skills, both oral and written
- Must possess strong computer skills
- Accounting or finance experience would be an asset
- Experience with payment posting and loan distribution
- High attention to detail
- Excellent customer service skills and phone manner
- Well-developed organizational skills and the ability to multi-task in a fast-paced environment
- Open availability to work varying shifts between 9 am to 9 pm Monday to Friday, and 9 am to 1pm on Saturdays (rotational)
**What We Offer**
At Progressa, we are a diverse group whose goal is to achieve measurable improvement to our customers' financial health. To do so we are committed to creating an inclusive, fun, vibrant environment where our employees and clients feel respected and supported. At Progressa your story and goals matter to us. We encourage teamwork, friendship and enthusiasm while maintaining a safe and healthy work environment.
At Progressa we offer:
- Competitive Pay
- Incentive Program
- Health & Dental Benefits Program
- RRSP Match
- Paid Day Off on your Birthday
- Paid Vacation
- Staff Outing
- 5 Paid Sick Days
- Permanent Remote Work
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