Shared Services, Lending Support Team

ABOUT THE ROLE

Bow Valley Credit Union is looking for a detail-driven lending operations professional to join our centralized Shared Services team in Cochrane. Reporting to the Sr Manager, Shared Services, this is a back-office role at the heart of BVCU’s credit operations — the single point of accountability who we depend on to get loans funded accurately and on time.

WHAT YOU'LL DO

Loan Funding & File Ownership

• Own file accuracy, completeness, and funding readiness from intake through disbursement


• Resolve file discrepancies, documentation gaps, and coordination issues within defined authority 


• Prepare complete loan document packages and mortgage instructions, ensuring all conditions are satisfied prior to submission


• Serve as a proactive service partner for branch lending teams, providing timely updates and clear communication


• Maintain professional, timely communication with external legal counsel to support seamless mortgage funding

Loan Administration & Data Integrity

• Complete all loan administration and processing activities accurately and within committed timeframes


• Verify and maintain accurate loan data in the banking system


• Monitor daily, weekly, and monthly lending reports — interpreting findings and identifying trends


• Track outstanding items and follow up with branch and internal teams to ensure timely resolution

Quality Control & Compliance

• Serve as the central quality control point for loan file completeness prior to funding


• Complete thorough pre- and post-disbursement checks on all files
  


• Support internal audit and compliance activities with accurate, well-organized records

Service Level Accountability

• Maintain accountability for funding turnaround, document review timelines, and closing package submission


• Prioritize workload effectively under high-volume, deadline-driven conditions
  

Team & Continuous Improvement

• Identify workflow inefficiencies and be a part of the solution


• Support rollout of new processes, tools, and initiatives


• Contribute to a collaborative, high-accountability team environment

WHAT YOU BRING

• 1–3 years of credit and lending experience, with demonstrated familiarity with all stages of the loan lifecycle


• Experience in a centralized, shared services, or high-volume back-office lending environment (or a strong aptitude for it)


• Advanced Microsoft Office proficiency; DNA banking system experience an asset


• Exceptional attention to detail and accountable


• Strong organizational skills and ability to manage workload under pressure


• Proactive service mindset with sound judgment and clear escalation discipline


• Ability to handle confidential borrower information with discretion


• Effective interpersonal and written communication skills

Bonus Points Experience in a credit union, bank, or shared services environment.

THE FINE PRINT:

• This position is on-site in Cochrane 


• Working Hours: Monday – Friday 8:30 am to 5:00 pm


• Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer

APPLYING WITH BVCU:

BVCU is strongly rooted in the communities we serve and have built considerable success by delivering exceptional service and products to our members to help built a strong financial future.  We take great pride in the communities and are committed to helping them thrive.  Total compensation includes Flex Days, vacation, RRSP program, and benefits, including an HSA.

At BVCU, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, colour, religion, sex, and all other characteristic protected by law. We believe that diversity and inclusion is critical to our success, and we seek to recruit, develop, and retain our talent from a diverse candidate pool. The credit union reserves the right to change job accountabilities and responsibilities as business needs dictate.

BVCU thanks you for your application, but we will only be contacting successful applicants. Online applications only.

Successful candidates must be bondable and will undergo a criminal and credit record check. Must be legally authorized to work in Canada.