Loan Operations Coordinator

Full-time, Permanent


2 weeks ago in Administrative and Office Support

Job Description:

Our client is currently seeking an ambitious, self-starter who is detail oriented to add to the operations team. This is an entry- level position whose primary focus will be to provide support by processing loan applications for our clients, corresponding with clients on a variety of miscellaneous issues, and providing general administrative assistance to Management.


Relationship Management:

  • Receive and act on authenticated requests from external clients and law firms, pertaining to Loan/Credit activity and transaction processing on the Loans portfolio
  • Provide excellent customer service in order to build and maintain strong relationship with customers

Operations Administration:

  • Review all pertinent information, sorting, compiling, and verifying the accuracy of data received prior to entering into the loan documentation system in a timely manner and with high attention to detail
  • Verify entered data against source documents, or re-enter data in verification format in order to detect errors
  • Respond to a high volume of daily queries from internal and external clients and follow up in a timely manner
  • Process all banking related activities and payments accurately and promptly for the loans portfolio
  • (cheque deposits, EFT, wires, direct deposits etc.)
  • Provide assistance in the preparation of the weekly management reports
  • Assist in the daily/month/quarter-end close process
  • Ensure that operational activities are executed within established service level agreements
  • Gather data for audit reviews and perform data analysis as required
  • Meet or exceed operational goals and performance expectations
  • Generate client and lawyer monthly statements
  • Generate daily statements of account across all lending products for internal and external parties
  • Manage customer service queries via email, phone call, and online chat platform

Problem Resolution:

  • Analyze unusual transaction requests to determine the appropriate resolution, complying with control and client service standards
  • Investigate and resolve issues concerning client loans

Continuous Improvement:

  • Assist in identifying and implementing process improvements and control procedures
  • Actively participate with the implementation and integration of systems that automate business processes and the continuous improvement of efficiencies within the organization
  • Participate in plans to improve operational effectiveness and efficiency



College/university degree in business with accounting or financial experience is preferred

Competencies (Skills and Qualifications)

  • Have 2+ years of previous customer service/administrative experience
  • Possess Knowledge of working with standard operational processes
  • Be able to work well under pressure, efficiently handling multiple tasks and a strong ability to prioritize;
  • Have the ability to prioritize under pressure.
  • College/university degree in business with accounting or financial experience is preferred.
  • Possess strong interpersonal skills to maintain customer relationships with client companies
  • Possess advanced computer skills, specifically in MS Word, Outlook, Excel and PowerPoint
  • Advanced PC application skills, including Excel and Word
  • Possess advanced written and verbal communication skills with a strict attention to detail
  • Excellent time management and organizational skills
  • Possess exceptional organizational skills, work independently, take initiative and have a strong work ethic.
  • Ability to learn new processes and tools quickly is essential
  • Team player – ability to work with people from multiple teams
  • Excellent customer service and interpersonal skills


To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Beth;

If you are already registered with TDS Personnel please contact your Consultant.


TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

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