Fso Jobs

About The Position

Requirements

• Successful completion of a Diploma in Business Administration plus 3–5 years of relevant lending and/or commercial administration experience in a financial institution, or an equivalent combination of training and experience.
• Core skills: working independently, time management, cross-selling, attention to detail, Microsoft Office, and communication skills.

Responsibilities

• Prepare and process commercial loan renewals, interest rate blends, and early renewal requests.
• Complete rate determination forms; follow up with members and credit unions for signed documents; review offered terms; identify retention opportunities; and explore refinancing or new business opportunities.
• Prepare loan disbursements and coordinate with underwriters, clients, credit unions, brokers, and solicitors to ensure documentation is accurate and compliant before funding.
• Process advances, calculate progress draws and holdbacks, and establish repayment terms.
• Verify, post, and balance business transactions, including account openings, disbursements, renewals, and payouts.
• Prepare and balance journal sheets and work with Accounting to resolve reconciliation issues.
• Review final security documents from lawyers for completeness and accuracy, and request corrections before finalizing security files.
• Identify lending and deposit opportunities and cross-sell relevant LSM and credit union products and services.
• Participate in cross-training, keep role-specific procedures up to date, and support departmental objectives.
• Complete other assigned duties and projects.

Benefits

• Competitive benefits package.
• Opportunity to participate in the Performance Sharing Incentive Plan.