Loan Account Administrator
CMLS Financial
full-time
Posted on:
Location Type: Hybrid
Location: Calgary • Canada
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About the role
- You take ownership of the file the moment a loan is funded, ensuring a seamless transition from the closing table to our active portfolio.
- You process essential account changes - such as payment frequency updates, privilege payments, and bank info—turning borrower requests into accurate system entries.
- You manage the complexity of working across our different business lines, ensuring data integrity across multiple software environments.
- You handle the "Day 1" experience by issuing welcome letters and ingestion notes, ensuring new clients have everything they need from the start.
- You act as the operational engine for the Customer Service and Tax teams by resolving technical requests and managing NSF reports to keep the process moving.
Requirements
- Bilingual (French/English) speaking.
- Excellent written and verbal communication skills, with a customer-focused approach.
- A results-driven mindset with a high level of accountability and ownership over work.
- You have a "measure twice, cut once" mindset.
- You catch the small details in payment frequencies or banking info that others might miss.
Benefits
- Comprehensive insurance (Drug, Vision, Dental) & Health and Wellness Spending Accounts.
- 24/7 unlimited access to telemedicine, EAP, and mental health services for you and your family.
- 4 weeks paid vacation, plus personal/sick days and all statutory holidays.
- RRSP Matching Program to help you build long-term wealth.
- Robust Maternity and Parental Leave Top-Up programs.
- Education reimbursement, mentoring, and continuous training.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
bilingualexcellent written communicationexcellent verbal communicationcustomer-focusedresults-drivenhigh level of accountabilityownershipattention to detail