Loan Service Clerk, Loan Maintenance - Calgary

Loan Service Clerk, Loan Maintenance - Calgary
Employment type: Full-time
City: Calgary
Last visit: 2014-10-29
Author's ads: 1

Posted: 2014-10-29


At ATB Financial, we put people first.

We've been doing it for more than 75 years. In that time we've grown from one small Treasury Branch to become the largest Alberta-based financial institution, with assets of $33.7 billion. Today, more than 5,000 team members help more than 662,000 customers in 242 Alberta communities make their dreams come true.

Like our clients, we're Albertans. Through a network of 171 branches, 130 agencies, and a Customer Contact Centre, we work beside them and with them in their communities, and we root for their success because it's our success too.

We're proud of what we do and we're proud of the people who help us do it. In 2013, ATB was named one of Canada's 50 Best Employers by MacLean's magazine in partnership with Aon Hewitt, one of Alberta's top 65 employers and one of Canada's Best Employers for Young People by Mediacorp Canada Inc one of Canada's Passion Capitalists by Knightsbridge, and one of the 50 Most Engaged Workplaces in Canada by Achievers.

To learn more, visit us at, @atbfinancial or www.facebook/ATBFinancial.

Job Opportunity

Job Description:

Helping Albertans achieve their dreams by turning the complex world of banking into brilliantly simple solutions. That’s ATB. Is that you?


Keeping things organized and on time is not only what you’re great at – it’s what you love to do.  Your can-do attitude is what you’re known for. Helping people by demonstrating connection, care, commitment and action comes naturally to you.  You’re the ultimate administrator – and that’s why you belong at ATB.



The primary focus of the Loan Services Clerk, Maintenance is to perform all adjustments to business, personal loans and mortgages from the Branches and internal sources on the loan maintenance and/or loan reports.

Specific Accountabilities:

Ensures timely and accurate completion of workflow which is imperative, in conjunction with Central Services service level commitment to all branches of at least 99.1% accuracy.

Under the guidance of the Team leader assist with the workflow of 10,000.00 maintenance changes monthly.

Assists Branch Support with problems on loans/mortgages, providing solutions

Assists with the input on all special programs and other review reports

Assists with the tracking of all prepayments on closed mortgages.

Performs all adjustments to personal loans and mortgages as received from the Branch or internal sources on the loan maintenance and/or loan reports.

Assists with the checking of all financial and non-financial data entry from the previous day's work.

Performs all adjustments required for ATB internal mortgage transfers and/or mortgage assumptions.


Job Requirements:

Competencies/Skills Required:

Excellent understanding of personal loans and mortgage maintenance and loan processing procedures, insurance programs, discounting and the synergy system.

Strong technical ability including synergy, PC skills

Self motivated, positive attitude and workplace behavior is demonstrated at all times.

Decisive, creative, flexible, ability to work independently.

Goes beyond what is expected to meet processing requirements and to achieve Corporate and personal goals.

Readily adapts to change in the organizational environment. 

Minimum six months ATB branch or processing centre experience

So what can ATB Financial offer you? Imagine paying less for your everyday banking, mortgages, loans and investments. Throw in an excellent benefits and pension package, opportunities for career advancement, and a financial institution that’s leading the way in change – now you’re talking about a career with a company that allows you to grow.  As an award-winning employer-of-choice – we have the best of the best working for Albertans. Sound like a team you want to be a part of?


Advancement. Fun. Rewards…  We get it.

To learn more visit

To read our employer reviews visit our Glassdoor page.


Online applications are preferred. ATB Financial is an equal opportunity employer. We thank all applicants for their interest; however, due to the high number of resumes we receive, only short-listed candidates will be contacted.


For additional information on this posting, please contact Jacquilynne Ellison,  Senior Talent Acquisition Partner. [Note: please apply using our online system and not the contact's email address].  


For information on communities where ATB thrives, please visit


Req. Code : 12364

Division/Department : Corporate Services

Job Grade : C

Click here to apply for this job

Career Level: Experienced

Industry: Financial Services and Banking

Job Function: Financial Services