Canada

Loans Administrator, Edmonton

Loans Administrator, Edmonton
Description
Peace Hills Trust, Westbank Regional Office Peace Hills Trust is Canada’s largest and oldest First Nations owned federally regulated financial institution, and is also Canada’s only independent Trust Company. Employing over 100 people, Peace Hills Trust provides personal and business financial services through a network of 9 Regional Offices and electronic services.Peace Hills Trust is wholly owned by the Samson Cree Nation of Maskwacis, Alberta. Its Corporate Office is located in Edmonton, Alberta. The Opportunity

We are looking for a high quality, high-level loans administration and administrative support role for the credit department, as well as a high-level customer service role that provides the first source of guidance in relation to company products and services for the customer. The Loans Administrator role is located in Westbank, British Columbia. The role is customer-service oriented and is responsible for providing administrative and organizational support tasks to the Regional Office. Routine tasks will include assisting in customer service administration as required and daily loans administration support. You will process a variety of routine loans administration tasks including administering Loan Files, Pre-authorized Payments, Property Taxes, Collateral Insurance, Credit Bureau Reports, Mortgage/Loan Bank Confirmations and Specific Provision Reconciliations, including Registering and Discharging all Loan Security, all in accordance with company policy and procedures.The role will provide an opportunity to improve your administrative support and communication skills while gaining valuable insight into credit administration and financial customer service processes, including building relationships and ultimately establishing our reputation as a company that provides excellent customer support for our clients and a career with potential leading into future growth opportunities within the company.Responsibilities

Provide a high level overall administrative and departmental support to Senior Credit Personnel. Provide and maintain daily administration of commercial and First Nation loan files, including all areas of ongoing follow-up. Effectively maintain strong business relationships with Peace Hills Trust clients/customers while administering credit files.Maintain and promote the company products and services in providing outstanding relationship-focused customer care and service. Identify and assess customers’ needs to achieve satisfaction. Build sustainable relationships and trust with customer accounts through open and interactive communication.Provide accurate, valid and complete information by following company guidelines and security regulations. Respond to customer inquiries; manage incoming calls and customer service inquiries in a timely manner. Develop and maintain a thorough working knowledge of all company products and services.Handle customer issues/concerns, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution. Keep records of customer interactions, process customer accounts and file documents. Be responsible and reliable; and be able to perform well as part of a team and contribute on an individual basis.The Ideal Candidate

To be successful in this role, you should be an excellent communicator who is able to earn our clients’ trust and provide professional, customer-oriented service and have experience in administrative skills. A basic knowledge of retail banking products, including personal and business related bank account services and basic knowledge of registered products is preferred.Familiarity with basic accounting and transaction processing systems is required, and confidence in troubleshooting and problem solving is expected. Qualifications and Requirements

Minimum one year of loans administration experience with a financial institution or loans and credit experience preferred. Minimum three years of banking experience with a financial institution preferred. Minimum three years of customer service experience preferred. Must have knowledge in computer programs or familiarity with Word and Excel.Minimum 2 years of cash handling skills and experience. Strong phone or direct contact handling skills and active listening. Experience in client support systems or banking systems a plus. Familiarity with financial industry a plus. Strong organizational skills, excellent communication and presentation skills.Ability to multi-task, prioritize, exercise judgment and manage time effectively. Customer orientation and ability to adapt/respond to different types of customer experience. High School Diploma or General Equivalency Diploma is required.

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