Loan Tracking Specialist
First Western•Quinte West, ON
•$28 - $34•Onsite
About The Position
As a Loan Tracking Specialist, you’ll play a critical role in the day-to-day oversight of loan documentation across our commercial banking portfolio. You'll leverage automation tools and our Loan Origination System (LOS) to manage document workflows, coordinate with Relationship Bankers, and ensure timely collection of borrower financials and compliance items. From tracking renewals to supporting audits, your work helps safeguard our credit quality, maintain regulatory readiness, and empower our bankers to focus on client relationships.
Requirements
- High school diploma or GED required
- 0–3 years of experience in loan operations, documentation tracking, or banking support functions.
- Strong knowledge of loan administration and document control standards.
- Proficiency navigating LOS platforms
- Excellent organization, attention to detail, and communication skills.
- Client service orientation and risk awareness with sound escalation judgment.
Nice To Haves
- bachelor’s degree preferred
- BakerHill experience a plus
Responsibilities
- Manage and resolve tracking item workflows using the Loan Origination System (LOS) and automation tools.
- Collect, verify, and organize borrower documentation such as financial statements, tax returns, and rent rolls.
- Collaborate with Relationship Bankers to prioritize backlog items and escalate overdue documentation.
- Maintain audit-ready files and support compliance reviews with up-to-date reporting.
- Prepare documentation packets for upcoming loan maturities as part of the renewal pipeline.
- Identify process improvement opportunities to enhance documentation accuracy and workflow efficiency.
Benefits
- Competitive base salary: $28.37 - 34.14/HR, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Health savings accounts (HSA)
- Flexible spending accounts (FSA)
- Medical, dental, and vision coverage
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
