Shared Services, Lending Support Team

Bow Valley Credit Union•Stoney 142B, AB

2d•Onsite

About The Position

Bow Valley Credit Union is looking for a detail-driven lending operations professional to join our centralized Shared Services team in Cochrane. Reporting to the Sr Manager, Shared Services, this is a back-office role at the heart of BVCU’s credit operations — the single point of accountability who we depend on to get loans funded accurately and on time.

Requirements

1–3 years of credit and lending experience, with demonstrated familiarity with all stages of the loan lifecycle
Experience in a centralized, shared services, or high-volume back-office lending environment (or a strong aptitude for it)
Advanced Microsoft Office proficiency
Exceptional attention to detail and accountable
Strong organizational skills and ability to manage workload under pressure
Proactive service mindset with sound judgment and clear escalation discipline
Ability to handle confidential borrower information with discretion
Effective interpersonal and written communication skills
Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer
Successful candidates must be bondable and will undergo a criminal and credit record check.
Must be legally authorized to work in Canada.

Nice To Haves

DNA banking system experience an asset
Experience in a credit union, bank, or shared services environment.

Responsibilities

Own file accuracy, completeness, and funding readiness from intake through disbursement
Resolve file discrepancies, documentation gaps, and coordination issues within defined authority
Prepare complete loan document packages and mortgage instructions, ensuring all conditions are satisfied prior to submission
Serve as a proactive service partner for branch lending teams, providing timely updates and clear communication
Maintain professional, timely communication with external legal counsel to support seamless mortgage funding
Complete all loan administration and processing activities accurately and within committed timeframes
Verify and maintain accurate loan data in the banking system
Monitor daily, weekly, and monthly lending reports — interpreting findings and identifying trends
Track outstanding items and follow up with branch and internal teams to ensure timely resolution
Serve as the central quality control point for loan file completeness prior to funding
Complete thorough pre- and post-disbursement checks on all files
Support internal audit and compliance activities with accurate, well-organized records
Maintain accountability for funding turnaround, document review timelines, and closing package submission
Prioritize workload effectively under high-volume, deadline-driven conditions
Identify workflow inefficiencies and be a part of the solution
Support rollout of new processes, tools, and initiatives
Contribute to a collaborative, high-accountability team environment