Lending Support Officer

The Lending Support Officer is responsible for systematically sampling the adequacy and accuracy of all loan documentation processed by branch staff. Other responsibilities will include the performance of related clerical duties, such as spreadsheet processing, maintaining filing and record systems. The Lending Support Officer will carry out these duties while maintaining a strict adherence to all appropriate legislative regulations, organization policies, and professional practices.

• Proven lending experience in a financial institution an asset.
• Strong problem identification and problem resolution skills.
• Effective attention to detail and a high degree of accuracy.
• Computer literate, including effective working skills of MS Word, Excel and e-mail.
• High level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts.
• Cooperative or Credit Union industry experience is a benefit.

• Salary range: $45,000 to $55,000/annually.
• Comprehensive benefits package.

Only those individuals invited for an interview will be contacted.

Position Title:
Lending Support Officer l & ll Reports To:
Manager of Lending Support Services/ Assistant Manager of Lending Support Services/Lending Support Services Supervisor

The Lending Support Officer is responsible for systematically sampling the adequacy and accuracy of all loan documentation processed by branch staff. Other responsibilities will include the performance of related clerical duties, such as spreadsheet processing, maintaining filing and record systems. The Lending Support Officer will carry out these duties while maintaining a strict adherence to all appropriate legislative regulations, organization policies, and professional practices.

• Verification of all imaged loan files.
• Audit Loan documentation to Banking System and other applicable loan systems.
• Verify applicable DRVA and cView loan reports for accuracy, reconciliation, errors, and research as required.
• Assist branches as required in a positive, friendly and timely manner.
• Prepare mortgage renewals for designated branches.
• Audit La Crete Branch Ag and Commercial loans prior to branch disbursing.
• Maintain an error and omissions tracking system on outstanding loan issues.
• Monitor email notifications daily for submissions attached to error and omissions tracking system.
• Review new insertions daily and ensure accuracy of placement of documents in imaging.
• Process discharges of mortgages, caveats, and any applicable collateral indicated on branch prepared paid loan checklists submitted to the Branch Portal.
• Process margining reporting for branches.
• Submit 10% CUDGC reviews monthly to Adjudication
• Reconcile and remit monthly FNF billing
• Register all liens through APPRES and Spin ll (Land Titles).
• Review and renew any applicable PPSA registrations monthly from the PPSA Expiry Report.
• Process loan payment reversals as required.
• Process taxes and image paid loans.
• Commissioner for Oaths on security documentation as required.
• Prepare commercial and agricultural loan documentation.
• Prepare documentation for all staff loans.
• Support and communicate to designated branches when preparing loan documentation.
• Preparation of mortgage instructions and all other necessary documentation for all branches to be forwarded to a lawyer's office and FNF.
• Track loan applications from the branches that require documentation or approval from Adjudication, Director of Credit, Senior Vice President of Credit or Credit Committee.
• Prepare, reconcile and process Kanata.
• Verify the quality and quantity of loan documentation in imaging to ensure legibility to meet Vision Credit Union Ltd. standards and risk assessment.
• Maintain imaged paper documents and reports according to retention schedule.
• Adhere to all Vision Credit Union Ltd. policies and procedures.
• Follow all compliance policies and procedures in relation to Anti-Money Laundering and Anti-Terrorist Financing Guidelines.
• Assist the Manager of Lending Support Services/Assistant Manager of Lending Support Services/Lending Support Supervisor with other duties as assigned.

• High school diploma.
• Proven lending experience in a financial institution an asset.
• Strong problem identification and problem resolution skills.
• Effective attention to detail and a high degree of accuracy.
• Strong work ethic and positive team attitude.
• Sound analytical thinking, planning, prioritization, and execution skills.
• Computer literate, including effective working…