Financial Services Clerk – Retail Lending – Amherst Branch

We are looking for a responsible Financial Services Clerk – Retail Lending to support the Community Credit Union of Cumberland and Colchester Ltd. lending department. The Candidate will provide high-quality administrative and clerical assistance. Reporting to the Commercial Account Manager, the Financial Services Clerk – Retail Lending is providing high quality assistance and is responsible for a variety of clerical and administrative procedures supporting the retail lending functions and the collection and foreclosure process of Community Credit Union of Cumberland and Colchester Ltd.

Key Responsibility:

  • Provides administrative support including preparing correspondence and reports; maintenance of the filing system for retail and commercial loan files and all related documents; answering telephone; photocopying; faxing and other general office administration.
  • Verifies all retail loan documentation for completion, proper documentation and ensures credit union policy and procedures are adhered to.
  • Responsible for administration of loan insurance products including balancing, remitting and reports; monitoring insurance on PPSAs; processes insurance claims and prepares insurance rebates.
  • Assists with delinquency control, provides delinquency reports to branches. Completes other delinquency follow-up duties as assigned for collection purposes
  • Ensures collected payments received from delinquent borrowers, collection agencies and bankruptcy trustees are processed correctly.
  • Prepares mortgage releases; processes insurance rebates; prepares security releases such as PPSAs and GSAs; cancels AFTs and post-dated cheques, etc.

Required Knowledge and Education

  • The Financial Services Clerk will have successfully completed a post-secondary certificate in business administration
  • One to three years relevant experience; or an equivalent combination of training and experience.
  • Knowledge of retail lending administration policies, processes and procedures
  • Financial accounting
  • Internal Customer Service Orientation
  • Software proficiency in Microsoft Word, Excel, Outlook, Horizon Banking, Horizon Loans and Horizon Report Builder is a plus
  • Knowledge of products and services

Salary will be commensurate with qualifications and experience.

Applications close on May 31, 2020.

Please email your cover letter and resume to