Operations Representative II

Position: Operations Representative II - Full Time
Location: St. Catharines

About This Opportunity
At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Our Retail & Wealth Operations Practice
It is different here. Everyone matters. You can build the career you want, beside people who share the same values, with a common goal to integrate our purpose into everything we do – helping our Members achieve their best life. We are Member obsessed, placing their needs at the centre of our operations, striving to gain greater understanding from our partners, and demonstrating empathy for what is important in Members' whole lives.

This ensuring that Meridian maintains its tradition of exceeding Member expectations. We thrive through our growth mindset – being adaptive, resilient, resourceful, and creative. Our teams seek and receive feedback to continuously improve, learning from successes and mistakes. We are collaborative, highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion.

Our Retail Operations teams collaborate with our internal partners and align operational strategies and activities to support our Members holistic financial growth. We are driven by Meridian’s vision to be recognized as an inclusive, transparent, and people‑focused financial partner.

About this role
As a Lending Operations Specialist, you will support Meridian’s success by supporting the retail business in the fulfillment of all lending solutions (Mortgages, Line of Credit, Auto loans, and other lending instruments). The supporting activities including, but are not limited to, fundings, payouts, instructing Solicitors, insurance management and document preparation. You will ensure accuracy, quality, and efficiency in processing requests, collaborating with internal and external partners, and maintaining high standards in service delivery.

You will act as a subject matter expert, and trusted partner, building and maintaining relationships across departments to align with Meridian’s MFG strategy.

Key Responsibilities

Member/Partner Experience

Execute on Retail loans and mortgage activities such as:

Mortgage Closings supporting all channels (Broker, Mobile, Branch)

Conversions

Property tax remittances

Receiving and triaging retail requests

Document preparation

Document ordering

Payouts and Discharges

Funding mortgages

Instructing Solicitors and obtaining/reviewing Final reports

Creditor Insurance

Fire/Auto Insurance

Communicate with multiple external partners such as solicitors, municipalities and vendors.

Collaborate with Branches, Adjudication, and Risk

Fulfill complex requests within timelines, verifying documentation and transactions for accuracy.

Investigate Member accounts and activities, managing transactions on multiple systems with precision.

Resolve Member issues, manage resolutions and support branches with Member Concerns to mitigate risks.

Use policies to solve errors or omissions, stay updated and maintain policies, procedures, forms.

Comply with regulations, keeping up with changes and handle correspondence and information discreetly.

Perform additional duties as needed.

Employee Experience

Partner effectively and respectfully with internal and external stakeholders, cross train and support knowledge transfer.

Contribute to a fair, positive and unbiased environment that supports diversity.

Embrace and demonstrate the Meridian For Good strategy in all actions and words.

Modernizing Work

Communicate bottlenecks and pain points, supporting process improvements and updating internal procedures as processes change.

Stay updated on system changes and act as a subject matter expert.

Knowledge, Skills, And Abilities

Member Experience focus, commitment to Service Excellence

Solid mortgage knowledge - Construction, Registration, Payouts, Conversions, Closings and Fundings, Property Taxes, Staff Lending

Familiarity with investment and lending documentation

Strong knowledge of computer systems, including virtual technology. Ovation/Encore and Microsoft Office products, an asset

Desire for continuous…