Lending Services Administrator – 12 Month Term

Jobtailor; Surrey; On-site; CAD 45,000 - 55,000; Full time

Job summary

Jobtailor in Surrey, BC seeks a Frontline Lending Admin to process retail lending requests per Credit Union policies, support security registrations, and escalate complex issues to the Assistant Manager, Lending Services. You’ll contribute to process improvements and lending reviews.

Requirements include 1–3 years frontline lending experience, Wealthview familiarity, strong communication, and proficiency with Word and Excel. The role supports transformation initiatives and teamwork.

Qualifications

• 1–3 years of frontline or lending administration experience in financial services.
• Direct experience using Wealthview banking system.
• Good verbal and written communication skills.
• Ability to plan, schedule, organize and prioritise work.
• Knowledge of retail lending products and services.
• Understanding of Credit Union policies and guidelines.
• Excellent computer skills including Word and Excel.

Responsibilities

• Process all retail lending requests in accordance with Credit Union policies and SLAs.
• Ensure security registration is completed as per policies and escalate exceptions promptly.
• Identify routine issues and resolve them within own expertise.
• Escalate complex issues to Assistant Manager, Lending Services for resolution.
• Identify opportunities for process improvement and reduce redundant tasks.
• Support Centralized Transformation in lending reviews and learning.

Skills

Verbal and written communication

Planning and prioritizing

Adaptability

Problem-solving

Retail lending knowledge

Tools

Wealthview Banking System

Microsoft Word

Excel

Job description

• Process all retail lending requests in accordance with Credit Union policies, guidelines and established SLAs.
• Ensure security registration is completed in accordance with Credit Union policies and procedures and escalates exceptions to the Assistant Manager, Lending Services in a timely manner.
• Identify routine issues and resolves in a timely manner within own level of expertise.
• Escalate more complex issues to Assistant Manager, Lending Services for resolution.
• Identify and escalates areas of opportunity for process improvement or possible removal of redundant tasks to Assistant Manager, Lending Services.
• Supporting Centralized Transformation in learning, understanding, and performing reviews relating to lending

Requirements

• 1 – 3 years of experience working in a Frontline role or lending administration within the financial industry.
• Direct experience using Wealthview banking system
• Good verbal and written communication skills.
• Ability to plan, schedule, organize and prioritize work assignments
• Able to try new work approaches and processes.
• Knowledge of retail lending products and services
• Understanding of Credit Union policies and guidelines
• Excellent computer skills including Word and Excel.

Core Competencies

Demonstrates expertise in retail lending processes and compliance with Credit Union policies, while effectively managing lending requests and identifying opportunities for process improvement. Proficient in using Wealthview banking system and possesses strong organizational and communication skills.

Highest-signal resume keywords

• Retail Lending Experience
• Wealthview Banking System
• Credit Union Policies Knowledge
• Process Improvement Identification
• Verbal And Written Communication Skills

ATS Optimization Keywords

Hard Skills

• Retail Lending Products Knowledge
• Lending Administration
• Computer Skills
• Word Proficiency
• Excel Proficiency

Soft Skills

• Organizational Skills
• Problem-Solving Skills
• Adaptability

Industry Keywords

• Financial Industry
• Credit Union
• Lending Services
• SLA Compliance

Tools & Technologies

• Wealthview Banking System