Loan Operations Specialist

Industry: 
FinTech
Compensation: 
TBD

Overview

Roneta is a premier specialized executive search and staffing firm. Our teams work with intermediate through executive professionals. Typical opportunities include CFO, Controller, HR Management, Tax Manager, Internal Audit, Commercial Manager, Senior Accountant, Financial Analyst, Senior Production/JV Accounting and Business Development. Our opportunities include permanent employment and both short and long-term contracts.

Our client is a start up FinTech based in Calgary and operating globally.   Substantial growth has led to the opportunity for a Loan Specialist.   This is a permanent opportunity reporting to the Operations Manager.

Responsibilities

The Loans Specialist supports the day-to-day performance of transactional processing and reporting.  This role helps ensure that the operations in place are as effective and as efficient as possible. A continuous improvement mindset is embedded in this role. This will involve reviewing the processes in place, assessing them and suggesting ways to improve. This individual will always be looking at how to ensure that the business operates in a way that meets the needs of our customers effectively, while consistently delivering well above expectations.

Specific duties include: 

  • Loan Servicing
  • Resolve product or service complaints
  • Maintain financial accounts by processing customer adjustments
  • Prepare control reports by collecting and analyzing internal system data
  • Work with customer service team to ensure proper customer service is being delivered

Requirements

  • 3+ years experience in the financial services industry
  • At least two years processing loans
  • Experience setting up internal controls an asset
  • Organizational skills to process a large amount of transactions
  • Ability to work in a fast paced, quickly evolving company

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To apply, please email us your resume, attached, in confidence to mike.buckner@roneta.comPlease include the title of this position in the email subject line.  We prefer resume files as .doc or .rtf; pdf acceptable.