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About the Role
The Central Administration Clerk processes administrative and processing functions for member loans, mortgages, deposits, and registered plans, ensuring accuracy, completeness, and compliance. This role supports branch operations by providing efficient back-office services, enabling frontline staff to focus on member service. It offers valuable experience in lending and member service processes, building a foundation for future career opportunities.
Responsibilities
- Review booked loans and mortgages daily for data entry accuracy and completeness.
- Identify and resolve exceptions with originating FSOs to ensure credit file compliance.
- Complete daily, weekly, and monthly operational reports for Central Administration.
- Track open exceptions for closure and report recurring errors to the Supervisor.
- Ensure disbursed amounts are within Credit Union limits.
- Prepare mortgage instructions for lawyers and coordinate with them for timely closings.
- Reconcile monthly PPSA invoices to GL and discharge PPSA as applicable.
- Calculate and process mortgage broker commissions.
- Process and balance payments on syndicated loans, allocate payments, remit portions, and reconcile syndication accounts.
- Track home and auto insurance on secured loans and follow up on coverage lapses.
- Maintain CUMIS creditor life and disability insurance records, including commissions.
- Keep default insurance records (CMHC/Sagen) up to date.
- Update the core banking system for interest rate changes, and manage service number creation, modification, and closure.
- Prepare month-end and year-end registered plan reports, including withholding tax remittances.
- Check T4RSP and T4RIF slips for accuracy and completeness.
- Prepare annual Contract Liability/Reconciliation and Certificate of Compliance reports.
- Handle estate files for deceased members with registered plans, including tax slips and CRA submissions.
- Serve as the back-office contact for branch staff, responding to inquiries within service standards.
- Assist in implementing policy and procedure changes and maintain desk procedures.
- Perform general administrative tasks, including correspondence, data entry, report checks, and records management.
- Complete required annual training, including registered plan rules, AML/ATF, and privacy.
- Participate in credit union promotions and member/community events.
- Work daily clearing exceptions, returned/rejected items, NSF items, and stop payments.
- Place and release holds according to policy and within clerk limits.
- Reconcile daily clearing settlement and resolve out-of-balance items.
- Process Central 1 non-posted and reject reports, and the overdraft report.
- Escalate items exceeding clerk limits, disputed holds, and balancing issues to the Supervisor.
Requirements
- High school diploma.
- At least 2 years of related experience in a financial institution, ideally in lending administration, deposit operations, or registered plans.
- Proficient with Microsoft Office (Word, Excel, Outlook) and the core banking system.
- Willing to learn Power BI.
Skills
- Accuracy and attention to detail
- Clear, professional writing skills
- Professional phone skills
- Analytical judgment
- Ability to apply a decision matrix consistently
- Ability to recognize when to escalate issues
- Member service focus
- Listening skills
- Results orientation
- Ownership of work
- Teamwork and cooperation
- Planning, organizing, and prioritizing
- Integrity and discretion
Location
- Sydney River branch
- Any of our locations
Work Type
- Full-time
Experience Level
- 2+ years of related experience
Education Level
- High school diploma
- Post-secondary courses in business administration, finance or accounting are an asset
- Credit union sector or CSI courses (e.g., registered plans, lending, AML) are an asset, or must be completed within the first year
Salary/Compensations
- Remuneration will be in accordance with Clerk pay scale
About the Company
- Sydney Credit Union Limited