Specialist, Ag/Com Loan Support (Term 6 months)

Sunrise Credit Union•,

About The Position

The Specialist contributes to efficient, compliant lending operations by maintaining data integrity, coordinating disbursements, and supporting frontline and back-office teams. This is a detail-oriented role requiring accuracy, consistency, and strong organizational skills. This role plays a critical part in delivering a seamless lending experience to members by ensuring operational accuracy, regulatory compliance, and process efficiency – ultimately supporting Sunrise’s priority of providing an excellent member experience. Over time, as Sunrise’s lending systems evolve, this position will adapt to focus on digital workflows, process quality, and data validation.

Requirements

2–3 years of administrative or financial services experience, preferably in loan processing, documentation, or related support functions or an equivalent combination of education and experience.
Basic understanding of lending operations, financial documentation, and data entry standards.
Familiarity with Microsoft Office applications (Word, Excel, Outlook).
Strong attention to detail and organizational skills with the ability to manage repetitive tasks accurately.
High degree of accuracy and attention to detail.
Demonstrated ability to embrace change and support successful adoption of new systems, processes, and technology.
Strong organizational and time management skills.
Reliable and consistent work ethic, with the ability to follow structured processes.
Effective verbal and written communication skills.
Ability to work independently as well as collaboratively in a team environment.
Commitment to confidentiality and professionalism in handling member and financial information.
Ability to identify process inefficiencies and suggest improvements.
Flexibility to adapt to new technologies and workflow changes.

Nice To Haves

Certificate or diploma in Business Administration, Finance, or Office Administration.
Previous experience in a credit union or financial institution.
Working knowledge of core banking systems or lending software.
Awareness of credit, privacy, or audit compliance requirements in financial services.
Exposure to digital processing or workflow tools.

Responsibilities

Prepare and verify loan documentation, ensuring completeness and accuracy in accordance with credit approvals, policies, and procedures.
Process loan disbursements, renewals, payouts, and maintenance activities in a timely manner.
Enter and update member and loan data into the core banking system and document management systems.
Coordinate with frontline staff and internal partners to obtain missing documentation or approvals.
Maintain loan and collateral records in compliance with credit union standards and audit requirements.
Ensure document filing (physical or electronic) meets retention, privacy, and accessibility requirements.
Assist with reconciliation, data clean-up, and reporting activities within the lending administration function.
Review loan files to ensure compliance with regulatory standards, policies, and internal controls.
Identify discrepancies or errors in loan documentation and escalate as required.
Support internal and external audits by providing requested records and data.
Respond to inquiries from branch staff and internal departments related to loan administration.
Provide support to the lending team by preparing standard correspondence, notices, or account adjustments.
Contribute to positive member outcomes through accuracy and timeliness in processing.
Participate in testing or validation activities for new lending systems or updates.
Identify opportunities to streamline manual tasks or improve documentation accuracy.
Adapt to evolving digital workflows and support automation initiatives led by the operations team.
Provide backup support to peers within the Loan Support team during absences or peak periods.
Perform other administrative or operational duties as assigned by the Supervisor or COO.