Loan Associate

Summit Search Group is proud to partner with a non-profit focused on economic sustainability and growth and are committed to supporting the hardworking producers who put food on the tables, driving Canadian agriculture.

If you want to contribute meaningfully to producers across western Canada, we’d love to hear from you.

Position Summary

As the Loan Associate, you will support throughout the lending process including origination, accurate documentation while maintaining strong relationships to ensure a smooth and positive experience for producers.

You will develop credit analysis and lending knowledge due to processing, reviewing and managing loan applications which requires effective coordination and client support.

The successful candidate is motivated with exceptional attention to detail, organizational and communication skills. You will fit in seamlessly in a fast-paced environment, be able to quickly learn processes, and enjoys working with people and developing relationships.

Responsibilities

• Develop strong relationships with producers through clear phone and email communication and providing excellent customer service
• Collect, review and organize financial documents and support internal team in preparing applications
• Follow up on documentation to ensure timely processing
• Review applications and loan activity to ensure compliance
• Support credit analysis, evaluate risk factors and provide input
• Attend tradeshows and industry events through program promotion and engagement with stakeholders

Qualifications

• Post-secondary education in Business Administration, Finance, Business, or a related field preferred
• Experience in banking, lending, financial services or administrative support
• Experience within agriculture including lending experience an asset
• Working knowledge of credit and lending principles
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities and deadlines
• Strong communication and customer service abilities
• Proficiency with Microsoft Office, particularly Excel
• Experience working with loan management systems considered an asset
• Willingness to travel occasionally for industry events

What’s in it for you?

• Competitive compensation package
• Comprehensive benefits program
• RRSP matching program
• Generous vacation and personal time
• Collaborative, inclusive and supportive team environment
• Growth opportunity with a team committed to the success of agricultural producers

This is a full-time onsite position in Calgary, Alberta. For a confidential discussion about this opportunity, please reach out to Mariah Beahen at ***email_hidden*** .

Summit Search Group has a strong commitment to Diversity, Equality and Inclusion. We strive for continuous development, modeling, inclusive behaviors and proactively managing bias throughout our process.