Loans Officer – (Ottawa & St. Catharines, ON)

We are a thriving credit union, known for extraordinary customer service that has deep roots in the community. The company serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Loans Officer in each of our Ottawa and St. Catharines branch locations.  You will report directly to the Branch Manager.  As the Loans Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Loans Officer will:

  • Market the credit union’s products and services by promoting, up selling and cross selling a full range of lending and investment vehicles.
  • Actively solicits new sales opportunities through warm and cold calling potential community businesses as well as through staff referrals.
  • Maintains a high profile within the branch trading area and actively seeks out opportunities to build and foster relationships with members, non-members and business contacts.
  • Champions the credit unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions.


Duties and Responsibilities:

  •  Identifies opportunities to promote, up sell and cross sell credit union lending products including consumer loans, mortgages, lines of credit and credit cards.
  • Being a product specialist, providing good financial advice by identifying services members need.
  • Qualifies all loan and mortgage opportunities by conducting member interviews, analyzing relevant financial information, verifying loan application information and investigating other variables affecting loan viability.
  • Approves loans and mortgages within discretionary limits; makes recommendations for approvals or declines to next level management if outside discretionary limits.
  • Prepares and processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
  • Develops a process for early identification of problem accounts and promptly takes action to minimize risk; initiates ‘soft’ collection activity by following up delinquent accounts.
  • Develops a process to identify investment, loan and mortgage renewals; initiates contact with member to maintain accounts and relationships.
  • Meet sales targets for non-interest income products.
  • Promote, recommend and explain digital services to members.
  • Represents the credit union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
  • Maintains strict adherence to credit union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.
  • Performs other related duties as assigned by next level management as, and when, required. This may include opening member accounts, producing reports, assisting members with regular transactions and assist Member Service staff.


Our Ideal Candidate:

  • Completion of a post-secondary degree with a concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience.
  • Minimum of 2 years experience in credit underwriting; and generating mortgage and loan business in a credit union or other financial institution.
  • Able to demonstrate knowledge of member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills.
  • Excellent communication and negotiation skills.
  • Strong team player; working collaboratively in a small branch setting.
  • Proven experience in sales.
  • Confident, self-starter, proactive
  • Flexible and demonstrates high degree of adaptability, able to organize effectively and manage multiple priorities
  • Computer literate – Word, Excel; PowerPoint, Outlook
  • Embrace learning and utilizing new technologies
  • Bilingual – English, and Ukrainian an asset


Job Specifications

Key Relationships

  • This position interacts with credit union members, all branch positions and members of the community, including the business community within the branch trade area.
  • This position plays a role in transferring skills and knowledge to others.

Working Conditions

  • A standard office environment is provided however due to the nature of the business, there is risk of exposure to hold-ups and threats.
  • Travel to various credit union and meeting locations within the province may be required.
  • Works with confidential and/or sensitive information and must maintain confidentiality at all times.
  • Concentration is required when working with computer systems.
  • Regular interruptions by staff and members (unscheduled appointments)
  • Required to assist with branch housekeeping

Please note Ukrainian Credit Union Limited has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please let us know so that arrangements can be made for the appropriate accommodations during the recruitment and selection process.

For consideration, please submit your resume and application, specifying which location in your subject heading (Ottawa-Loans Officer or St. Catharines-Loans Officer) by email to Andrew Rozanec, Human Resources Manager,

We thank you for your interest. Only those selected for further screening or an interview will be contacted.

Mobile Mortgage Specialist

Mobile Mortgage Specialist – Hamilton area

We invest in people.

Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a talented and experienced sales professional to join our retail team.

Are you a self-starter, focused on exceeding sales targets and providing incredible client service?  Do you have proven sales success in the financial services industry? Are you an expert in the specialty areas of lending and mortgages?

This might be the role for you.

This position will be based in our beautiful new corporate office in Burlington, Ontario with a focus on growing the Hamilton area.

Your Work at a Glance

As the Mobile Mortgage Specialist, you will utilize your knowledge as an entrepreneurial mortgage professional to drive new mortgage business to Tandia.  You will prospect new memberships, build relationships and provide customized borrowing advice.

This base plus commission position is key to growing Tandia’s lending portfolio, and achieving Tandia’s annual sales goals.

Your knowledge of the markets and communities we serve, as well as industry knowledge and experience will assist you as you identify and assist in developing opportunities for personal banking solutions and services with branch and wealth partners.

You are able to successfully build and manage internal and external relationships.

You are a self-starter, a sales professional who works independently, with a high-achievement orientation.

Your enthusiasm for the credit union sector and our mission will be evident when you create value for the credit union teams by conducting regular information sessions and holding meetings promoting the mobile mortgage option.

We are looking for someone who:

  • Has completed a degree / diploma in the field of Business/Commerce, Finance, Economics or has equivalent work experience. 
  • Has a minimum of 2 years experience in credit writing and residential mortgage sales in a credit union or other financial institution. 
  • Has a minimum of 2 years of relevant sales experience and a successful track record of working in sales independently.
  • Possesses superior sales abilities, including active listening, identifying business opportunities, influencing and negotiating, asking for the business and more.
  • Is able to work well independently, while enjoying the opportunities to work in a team-based environment.
  • Is detail oriented, with strong planning, organizational and time management skills.
  • Has well developed presentation skills.
  • Is proficient using Windows and very comfortable with Microsoft Office applications such as Excel, Word and Outlook.
  • Is willing to work variable hours, including evenings and weekends to meet with members at their convenience; and is comfortable with the regular travel and a base + commission salary structure.
  • Is aligned with Tandia’s vision and values and demonstrates a desire to be a contributing member of our team, support a positive work environment that promotes service and commitment to the credit union, quality, innovation, integrity, and respect.

As Unique as You

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique – and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.


Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration.  Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce.  Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.


Assistant Controller

We are a thriving credit union, known for extraordinary customer service that has deep roots in the community. The company serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness. The Assistant Controller provides leadership and day-to day direction to the accounting and financial reporting team and works closely with the Controller.

As a key member of the Finance team, assists the Controller in managing the financial accounting cycle for the credit union including preparing monthly and annual financial statements and business analysis and reports for review by Management and for filing with regulatory agencies.

The Assistant Controller will:

  • manage and monitor the day-to-day accounting function including the overall accounts payable and general ledger accounts;
  • oversee the preparation of the monthly financial reporting package, including the variance analysis for review by the Controller;
  • lead, coach and manage the accounting team;
  • be a change champion and lead the team in supporting strategic priorities of the credit union;
  • monitor the accounting systems and procedures, identify shortcomings and introduce new or improved processes; and
  • Lead and/ or assist with automation projects including the implementation of the new financial system platform.

  Our Ideal Candidate:

  • completion of a post-secondary degree with a concentration in Finance and/or Commerce;
  • completion or enrolled in a professional accounting program (i.e. CPA);
  • 5+ years of corporate experience, preferably in the financial services industry, with at least 1 year of leadership/ management experience; and
  • strong interpersonal and communication skills.

What we offer:

  • Our Organization- a growth mandate; stability and profitable; $990M+ in assets; located in Toronto; and Membership owned.
  • The Role- leadership in the financial function of the credit union; management of people and systems; and opportunity to contribute to developing a “Best in class” finance function.
  • The People and Team- reports to an experienced Controller; small dynamic professional team; advancement opportunity; and growth oriented.


Ukrainian Credit Union Limited has an accommodation process in place that provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please let us know as this ensures that the appropriate accommodations are in place.


Interested candidates should submit their resumes to Andrew Rozanec, Human Resources Manager, Ukrainian Credit Union Limited at

Growth Marketer

Would you like to earn above average pay, maintain a strong work life balance, a flexible schedule and have the security of a career-path supported by your organization? We offer that and so much more.

THE COMPANY – Our purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now That’s Responsible Banking!

Innovation Credit Union has a bold ambition – to be the most digital, member-centric organization in our industry. We are on a journey to modernize our marketing with investments in new platforms like Adobe Experience Manager and a shift to agile ways of working.

How does one do this? Glad you asked!

THE POSITION:  The role of Growth Marketer is an exciting opportunity to help define acquisition, cross sell and engagement strategies that will accelerate growth and support in deepening our relationships with our members. In this role you will be responsible for developing new member acquisition and cross sell plans, identifying optimization opportunities and leading cross sell and engagement programs. All member strategies will be designed to support the broader Innovation Credit Union business strategies, and ensure roadmaps, plans and initiatives are developed and executed in compliance with governing regulations, internal policies, and procedures. This position reports to the Vice-President of Integrated Marketing and Data Analytics.

Visit the CAREERS page or our website to learn more about this position and to apply.  Only those applications received through our job board will be considered.

Director of Credit – Northern Credit Union

Established in 1957 with 28 members as a closed-bond institution, Northern Credit Union has evolved into a full-service, locally operated financial institution offering personal and commercial banking and financial planning expertise to more than 70,000 member shareholders. Holding over $1.6B in assets under administration, Northern now serves over 30 communities in northern and north-eastern Ontario, and is committed to educating members in financial literacy, and providing tools to achieve their financial goals.

As the province’s 10th largest credit union, Northern has been making a series of significant, strategic investments over the past few years – by investing heavily in its operations, IT, people, culture, and brand, as well as establishing partnerships that have propelled it to be a key player in the financial services marketplace of Northern Ontario. It is within this exciting context that Northern is currently seeking its next Director of Credit.

Reporting to the Senior Vice President and CFO, the Director is an important member of Northern’s Management Team responsible for the overall operation of Credit Services including adjudication and recovery. The Director provides leadership and innovation in developing strategies to balance the organization’s credit risk with the needs of its members and the growth objectives of the organization. Collaborating with Northern’s Executive Team and various internal and external stakeholders, the Director leads, directs, and guides a skilled credit services and recovery team consisting of six individuals.

As an ideal candidate, you bring a minimum of 12 years of progressive experience in sales/service managing a diverse portfolio, preferably in a commercial banking environment. You have demonstrated expertise in analyzing financial statements and in all aspects of lending, market analysis and industry trends, and cash management. You have sound program, policy and project development experience combined with demonstrable knowledge of credit adjudication and recovery and a proven ability to balance innovation and risk. A leader with a minimum of five years of management experience, you are open, transparent, creative and solutions-oriented and deeply respected for your outstanding interpersonal skills and ability to steward a cohesive and high performing culture across a remote team. Any of the following professional designations would be considered an asset: CPA, IFIC, CSC, CFP.

To apply for this exciting credit union leadership position, please submit your application and related materials to Cameron Morrison at and state the title of the position in the subject line of your e-mail.

We thank all applicants for their interest, however only those under consideration for the role will be contacted.

Senior Analyst, People Solutions

Company Description

Central 1 is the partner of choice for financial, digital banking and payment products and services – fueling the success of businesses across Canada. With $16.9 billion in assets, we leverage our scale, strength and expertise to power progress for more than 225 credit unions and other financial institutions, enhancing the financial well-being of more than five million customers from coast to coast. For more information, visit

It’s important we succeed, because the banking industry is one where disruption rules and old ways of doing business are quickly becoming a thing of the past. Central 1 is here to keep Canada’s financial marketplace diversified, support Canadians who want a choice when it comes to banking, and do good for the communities we serve.

As Central 1’s HR consulting agency, People Solutions offers a suite of strategic, data-driven, and innovative human resources consulting services.

Because of COVID19, all Central1 offices are currently closed to non-essential employees. This role will see you working remotely until our offices are reopened. The timeline to reopen is still under consideration, as are our future remote working policies.

Job Description

The Senior Analyst provides HR generalist expertise to consulting projects for Canadian credit unions, supporting Consultants on large and complex consulting projects, and managing less complex consulting projects directly. HR analysis and consulting support covers services in compensation, talent and recruitment, organizational design, and board effectiveness. This position may project manage survey processes and reporting and may provide technical guidance and work leadership to junior department staff.

What you’ll be doing:

  • Providing core support on complex consulting projects. This includes proposal and services agreement development, research, discovery documentation, data compilation and analysis, complex report preparation and client follow-ups. Making recommendations based on research and analysis for review by Consultants.
  • Managing consulting projects of a limited scope from end-to-end, involving client need analysis, project plan development (i.e. timelines and cost estimates), compilation and analysis, development and delivery of recommendations.
  • Delivering quality services to meet clients’ needs; building relationships with clients; identifying opportunities and making recommendations to enhance or introduce products and services.
  • May be assigned overall product leadership for one or more products.
  • Upholding organizational and departmental policies, standards and guidelines.
  • Contributing to overall effectiveness and success of the People Solutions team


What you’ll have:

  • Bachelor’s degree in Human Resources and four to six years related experience, or an equivalent combination of education and experience
    An HR designation – or working towards achieving a designation (CPHR, CHRP, SHRM-CP, CCP) would be an asset
  • Strong generalist knowledge and exposure to all aspects of human resources
  • Experience with survey methodology and trend research and reporting
  • Advanced analytical and organizational skills
  • Advanced computer skills using MS suite of products, and aptitude for learning and using technology to build business solutions
  • Solid written and oral communication skills with ability to communicate complex ideas and concepts clearly and concisely
  • Demonstrated project management skills and ability to manage competing priorities and project deadlines
  • Ability to maintain confidentiality of sensitive information.
  • Collaborative team player with strong client service orientation
  • Alignment to the values of the cooperative movement and credit union system

Additional Information

As much as we believe in working hard, we also believe in personal growth and taking time for ourselves. Accordingly, our total rewards philosophy amounts to one of the best compensation and benefits packages in the industry – from performance-based incentives and extended benefits, to training and education reimbursements and ample vacation time.

Central 1 is committed to building a diverse and inclusive workforce by creating an environment where everyone feels like they belong and has the opportunity to be successful. We are welcoming of all applicants and we will provide an accessible candidate experience.

Reporting to: Director, Human Resources
Location: Vancouver, British Columbia, Mississauga or Toronto

Flexibility for travel and work outside of traditional hours (evenings and weekends) will sometimes be required.

Leader, Commercial Services & Business Development

The Leader, Commercial Services supports company growth by seeking out new commercial business opportunities which will promote profitability. This position is responsible for the development and execution of commercial and small business strategies and leadership of the team. Through effective and strategic sales management and leadership, they coach, mentor and develop the team. Supports member satisfaction and increases market share while growing a sales culture through sales and relationship management. This will include but not be limited to development of business for current and potential members, recommending modifications to policies in response to new or changing circumstances; proactively develop a network of relationships and performing other related duties to further growth of Pathwise Credit Union. This role also participates in the strategic planning process for the credit union while providing strong leadership, organizational, impact, influencing and presentation skills.



• Responsible for communicating credit union initiatives and supporting the Commercial Department team to meet their business objectives.
• Directs and is ultimately accountable for the recruitment and development of a team of qualified, professional and capable employees.
• Responsible for creating a respectful environment that stimulates, guides and encourages employees to realize their maximum potential and encourages professional development.
• Provide leadership, management, coaching and clearly defined, measurable goals and expectations to the Commercial Department staff.
• Understands, respects, and supports Pathwise’s commitment to corporate social responsibility.
• Accountable for the oversight leadership for all Pathwise business centres.
• Responsible and accountable for the development and implementation of service standards for Commercial department.
• Accountable for the operations and performance of the Commercial department.

Business Development & Community
• Responsible and accountable for the development and implementation of sales strategies for the Commercial department by contributing sales information, analysis and recommendations to the corporate sales plan.
• Grows and manages a profitable commercial portfolio.
• Works independently to generate credit and deposit opportunities.
• Responsible to represent Pathwise, build relationships and proactively build business in the community.
• Strong and proven track record of business development and origination, relationship building, and portfolio management.

Risk, Audit and Administration
• Responsible for writing large and complex commercial credit and approving credit written by others.
• Responsible and accountable for the establishment, implementation and continuation of sales management routines in the department that support the sales plan and overall credit union business plan.
• Is the resident expert for all Commercial policies, products and programs. Provides leadership and strategic guidance to the Commercial department.
• Ensures compliance of risk management, cost and pricing in the achievement of sales objectives.
• Minimizes loan risks through diligent, timely and proactive annual financial reviews and ongoing monitoring of changing economic/marketplace influences and applicable industry trends/data.
• Responsible and accountable for the development, implementation and management of the budget including all capital, operating and personnel expenses.
• Accountable for maintaining current and relevant knowledge of industry trends, competitor products and strategies.
• Responsible and accountable to work within the assigned credit limits for lending and approvals.


Knowledge, Skills & Capabilities
• Exceptional leadership and management skills.
• Experience in change management.
• Proven sales experience, sales and pipeline management.
• Experience in commercial business sales management.
• An understanding of marketing and business development.
• Experience in financial management, credit risk management and developing budgets.
• Understanding of corporate tax and financial statements.
• Knowledge of credit union philosophies, principles, legislation, regulations, policies and procedures is an asset.
• Understanding of credit union operations is an asset.
• Experience leading and coaching sales teams.

Education and Experience
• Bachelor’s degree in a related field.
• Ten or more years’ job-related experience, with a minimum five years in a commercial lending role, or an equivalent combination of education and experience.
• Management experience strongly preferred.
• Ability to travel (local) and work flexible hours, as required.
• Must be bondable.


Candidates should submit their application, cover letter and resume to:

Attn: People and Culture



In accordance with the Ontario Human Rights Code, Accessibility for Ontarians with Disabilities Act, 2005, accommodation will be provided in all parts of the hiring process. Applicants need to make their needs known in advance by contacting us at, subject line “accommodation”.

VeriBranch Lead

VeriBranch Lead

Permanent Full-time

Open to any location in Canada

Closes February 24

At Innovation Credit Union, we redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, our communities and our people. Now that’s responsible banking!

THE POSITION: Under the direction of the Manager, Digital & Core Banking, the VeriBranch Lead is responsible for evaluating business processes, anticipating requirements, and uncovering areas for improvement during the implementation of VeriBranch, an omni-channel banking platform. Areas of responsibility include:

  • Work with the vendor to match business processes to vendor workflows
  • Lead ongoing reviews of business processes and developing optimization strategies
  • Collaborate with vendors to establish and document shared testing strategies and processes
  • Lead team members in test planning, test case creation and test execution activities
  • Attend meetings and delivering presentations to share ideas and findings
  • Work closely with vendor, technicians, and business units
  • Ensure vendor solutions meet business needs and requirements
  • Perform functional and user acceptance testing
  • Support the Project Manager on project management activities

Some of the skills and abilities we would prefer to see in your application:

  • Bachelor’s Degree / Master’s Degree preferably in Business, Computer Science, Engineering, or a related field
  • A minimum of 4 years’ experience in business analysis or a related field
  • Advanced project management skills including Agile
  • Exceptional analytical and conceptual thinking skills
  • The ability to influence stakeholders and work closely with them to determine acceptable solutions
  • Advanced technical skills
  • Excellent documentation skills
  • Competency in Microsoft applications
  • History of strong professional development

Compensation will commensurate with qualifications and experience. Innovation Credit Union offers a comprehensive employee benefits package including a 7% company matched pension plan. An attractive variable incentive program is also available.

Salary Range: $75,200 to $94,000


Open to any location in Canada – ability to work REMOTELY

At Innovation Credit Union, we are on the journey to leverage our data as a strategic asset and to deliver better member experiences. We are in the process of modernizing our data warehouse so it can adapt to new data technologies and remain relevant for new data-driven business requirements, such as advanced analytics, multichannel marketing, and other digital enterprise programs.

To help carry us forward, we are searching for an experienced data modeler, a doer, a motivated self-learner, to join our team. The ideal candidate should be able to identify new technologies to solve problems and highly skilled in the development of the data model by providing thought leadership, business analysis and organization skills.  Reporting to the Data Governance & Architecture Lead, the Data Modeler will organize working sessions to gather requirements from various subject matter experts and analyze overall business needs. Serve as a reference and authority on the process of data modeling and ensure consistency with existing data models and data architectures and establish standards and guidelines. This role requires strong technical skills like connecting disparate data sources, as well as business knowledge, interviewing and analytical skills and excellent oral and written communications skills.

If this sounds like what you want out of a career, visit the CAREERS page of our website to learn more about this position and to apply.

Only those applications submitted through our on-line job board will be considered.

Apply by February 23, 2021 via the careers page of our website.  Only those applications submitted through our on-line job board will be considered.

Back to Top