Customer Success Representative

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-leading financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless clients experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Customer Success Representative (Full-time Permanent)

This position’s primary purpose is to assist credit unions, commercial clients, internal and direct clients with their service needs within a call centre environment.

Key Outcomes:

The Customer Success Representative is responsible to deliver a positive client experience by answering a diverse range of incoming client inquiries pertaining to financial and trust products including providing information, clarification and interpretation of program agreements, pricing, program requirements, administration instructions, product legislation and regulatory/compliance requirements, and analyzing client needs and providing solutions to meet those needs.

This role proactively support credit unions by managing time frames to most effectively support incoming and outbound service requests and escalating client issues or problems for resolution.

The Customer Success Representative supports the department in the achievement of its business plan by maintaining consistent personal upgrading of required knowledge, providing high quality client service, and providing recommendations for efficiencies.

Qualifications:

  • One year of post-secondary education with 2-4 years comprehensive knowledge and experience working with registered plans and mortgages
  • Resourceful team player with excellent communication and interpersonal skills, complemented by proven time management and problem solving skills
  • Good working knowledge of the Portfolio data system would be an asset

Applications for this opportunity accepted until end of day October 4, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. 

We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Privacy Analyst

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow into a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-best financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth, and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for an innovative, solutions focused privacy professional to join our Legal team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Privacy Analyst (Full-time, Permanent Position)

Key Outcomes:

As a key member of the Legal team, the Privacy Analyst assists the Legal Director and Chief Privacy Officer in the ongoing design and implementation of the Bank’s Privacy Program, training, incident investigation, risk assessment and reporting and champions a privacy culture that promotes best practices in alignment with the Bank’s core values and strategic objectives.

The Privacy Analyst supports and contributes to the overall success of the Privacy Program by ensuring accountabilities are conducted in compliance with applicable regulatory requirements, internal policies and procedures and privacy by design principles. The Privacy Analyst is an advisory to Business teams and assists in responding to inquiries and access requests and supports the Privacy Office in incident and complaints investigation, breach reporting, third party risk assessments, privacy impact assessments and the development of training and awareness campaigns. The Privacy Analyst is an internal resource on privacy law, legislative developments, and industry trends.

Qualifications:

  • Completion of a post-secondary degree in business, finance or risk management, or related field and 2-3 years’ experience in Privacy Program management; a combination of education and experience will be considered
  • Industry certification will be a plus (e.g., PACC-CCAP, IAPP)
  • Advanced knowledge of federal and provincial private sector privacy legislation, regulations, guidance and breach reporting requirements
  • Ability to gather, analyze, organize, document and present information in a succinct and organized manner
  • Ability to use logic and reasoning to identify strengths and weaknesses of alternative resolutions or approaches to problems
  • Advanced written and verbal communication skills
  • Working knowledge of privacy management software and processes
  • Working knowledge of commercial banking, retail banking, and trust activities and practices
  • Advanced Microsoft Office skills
  • Working knowledge of collaboration systems including Microsoft Teams

Applications for this opportunity accepted until end of day October 8, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.

We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Manager Commercial/Agricultural Services

Job Title:      Manager Commercial/Agricultural Services

Reports To:  Chief Executive Officer (CEO)

If you are the right person Southwest Regional Credit Union welcomes applicants to apply for this great job opportunity!

Our History:

Southwest Regional Credit Union is a full service Credit Union meaning we offer a wide variety of products and services to fulfill our membership needs, including several borrowing options and wealth management services. All our member deposits, with the exception of Mutual Funds, Membership Shares and US Accounts are insured through the Financial Services Regulatory Authority of Ontario (FSRA). Southwest remains a strong organization and well positioned to meet both current and future financial needs of our members. The Credit Union aims to return a considerable portion of annual earnings to members via dividends and loan interest rebates.

We have come a long way since 1939 and much has changed – but the Credit Union still believes in its roots of ‘Serving People with People’ and is focused on providing superior service to its membership. Our history shows just how much we have grown, but our future is always focused on providing “Banking Like it Used to Be.”

Job Summary:

The Manager Commercial/Agriculture Services is responsible for building and maintaining a portfolio of commercial and agriculture businesses. The incumbent delivers a broad range of commercial and agriculture services and initiates and/or participates in business development activities to grow the portfolio through consolidation and retention of existing business and by obtaining new business from potential members. The Manager Commercial/Agriculture Services ensures the completion of reviews on portfolio accounts including property site visits as required.

 

The Manager Commercial/Agriculture understands his/her role as brand ambassador and provides a positive brand experiences to all members and industry partners.

 Duties and Responsibilities: 

  • Contribute to and implement strategic action plans and commercial/agriculture business development tactics based on established sales strategies
  • Responsible for the supervision of administration staff within the department
  • Proactively participate in various external activities such as community events
  • Work closely with Branch staff to support existing and new commercial/agriculture member relationships by acting as a key advisor and subject matter expert
  • Respond to all business opportunities in a timely manner and effectively manage any member concerns or issues
  • Collect and compile information and analyze financial statements to assess credit worthiness
  • Provide sound credit approvals within lending limits while balancing the needs of the member and SWCU, making recommendations for approvals/declines to the CEO or designate if outside discretionary limits
  • Process syndicated loan applications as requested
  • Responsible for quality of business generated and achieving expected revenue and growth targets
  • Ensure all assigned commercial/agriculture files are reviewed on a regular schedule and that all required documentation is in order; review loan risk and make short- and long-term recommendations on files posing potential risk problems
  • Review commercial/agriculture overdraft reports and take appropriate action where required
  • Generate and review monthly reports tracking the performance and status of the Commercial and Agricultural portfolio, and any other specific reports as requested for review by the CEO and Board of Directors
  • Develop and maintain a strong business relationship with all members within the portfolio
  • Maintain and contribute to strong business relationships with industry partners including but not limited to Aviso, CUMIS and Central 1, and third-party vendors including but not limited to Collabria and POS Merchant Services
  • Establish and maintain professional relationships and effective communication with realtors, brokers, builders and new members in order to develop commercial/agriculture lending referral opportunities from this business referral network and other referrals including but not limited to merchant services, deposits, insurances and wealth management opportunities
  • Provide excellent client service to internal and external parties
  • Be aware of enterprise risk management issues as they relate to Lending Services and bring forward strategic and risk issues for discussion, review and solutions to the CEO or designate
  • Stay current with general economic indicators and industry sector trends
  • Maintain a thorough knowledge of policies and procedures as they pertain to the operations of Lending Services
  • Work safely in accordance with SWCU’s Health & Safety Policy, procedures and the Occupational Health and Safety Act as amended from time to time
  • Contribute to the development of sales and service goals and objectives for SWCU branches in consultation with the CEO or designate
  • Assist the branches to operate within established and accepted risk management guidelines, Anti-Money Laundering, Privacy and any other applicable legislation in consultation with SWCU policies and procedures
  • Perform any other necessary tasks that may be required, and that have been deemed reasonable for this position. We require full commitment to the sales expectations that may be laid out for the branch and guided by the CEO or their designate

Qualifications:

  • University business degree or equivalent work related experience
  • Minimum 8 years experience as senior lender managing large credits in terms of size and complexity
  • A background in farming, agri-business or commerce an asset
  • Experience in dealing with high risk or watch accounts an asset
  • Proven ability to successfully manage the relationship with existing lending accounts
  • Proven quality of credit analysis including completion of credits, accuracy and sound judgement in credit decisions
  • Proficiency with financial statement analysis and a general understanding of accounting and the various forms of business structure like sole proprietorship, partnership, incorporation and unincorporated associations
  • Member focused experience in the financial services is an asset
  • Possess a thorough understanding of SWCU products, services and banking system
  • Possess an understanding and commitment to the co-operative philosophy within the credit union system

We are an equal opportunity employer values diversity in our workforce, as well as in our members, suppliers and others. We provide equal employment opportunity for all applicants and Employees and do not discriminate on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status, disability or any other characteristic protected by local law.

 

Interested candidates can apply in confidence to the Director of Human Resources to  hr@southwestcu.com

Chief Executive Officer

Pathwise Credit Union first opened its doors on April 2, 1938, offering savings and loan services to 29 amazing members. Over 80 years and nearly 11,000 members later, the credit union originally founded as the Auto Workers Credit Union (AWCU) continues to proudly support the financial needs of auto workers and their families as well as an expanding base of new members in Oshawa and beyond. Pathwise’s assets have grown to over $430 million, and the credit union employs 55 highly engaged staff between its two branches who are united in ensuring that all its members are on their path to financial success.

Fresh off its corporate rebranding, a new banking system and with a skilled and highly committed senior leadership team seeking to leverage the incredible population growth across the Durham Region, Pathwise is seeking its next Chief Executive Officer.

Reporting to Pathwise’s Board of Directors, as CEO you are responsible for the strategic leadership and management of the credit union. Your strong vision for the future will ensure that Pathwise’s senior leadership are establishing, implementing and overseeing the Credit Union’s long-range goals, strategies, plans, and policies while keeping Pathwise agile and ready for ongoing change and growth. As the public face of the credit union, you will maintain effective and productive relationships with Pathwise’s regulator, business community, fintech partners and within the credit union system.

As an ideal candidate, you are a trusted and forward-looking financial industry leader with at least 10 years of senior leadership experience and a proven record of making sound business decisions that have achieved efficiency, optimization, growth and change. Your outstanding interpersonal and relationship building skills are rooted in openness, transparency, and a willingness to explore creative solutions proactively and collaboratively. A dynamic leader who is passionate about community and member engagement, people value you for your integrity, authenticity and desire to innovate while driving a culture of performance and service excellence. You are an inspiring team leader who is naturally inclusive, passionate about coaching and mentorship, and who empowers staff. Pathwise will benefit significantly from your knowledge and demonstrable experience navigating the continuing impacts of new technology on staff and members. Your sound governance knowledge and previous experience reporting to, or serving on, a board of directors will be of great value, as will your previous experience working within unionized environments. You demonstrate a strong understanding of, and sensitivity to, cooperative values and principles, and can champion growth while remaining respectful of the culture and history that have made Pathwise the credit union it is today.

To apply for this exciting credit union leadership position, please visit: boyden.thriveapp.ly/job/1074. For more information, please contact Andrew Dumont and Cameron Morrison at cmorrision@boyden.com or 613-742-3219.

COMMERCIAL ACCOUNT MANAGER

Commercial Account Manager

We are an engaged, high performing commercial team with exponential growth and lots of untapped potential. We are looking to recruit a dynamic contributor. If you thrive in a fast passed work environment and want to be on the ground floor of something special, with lots of opportunity for career growth you are the right person to join our team. We support work/life balance with competitive salaries, incentive pay, great benefits and a workweek that includes a half workday on Wednesday.

Talka Credit Union is a full-service financial institution with assets of over $180 million. We are financially strong and are on a high growth curve.  It is our Mission to provide a trusted financial environment to our membership wherever they are and whenever they need us, while promoting social and economic support to our community. Our Vision is to stay true to our co-operative heritage and Talka strives to be the preferred choice for our members’ lifetime financial needs.

In the role of Commercial Account Manager, you will use your knowledge and experience to provide value added expertise to our growing commercial portfolio by:

  • Building relationships with both new and existing members and networking with external business organizations and individuals to generate new business supporting the responsible growth of our commercial portfolio.
  • Coordinate/lead our annual review process to proactively manage the risk and profitability of each member’s account including monitoring of problem accounts and working with team to set plans to minimize risk.
  • Coordinating the collection and analysis of financial and personal net worth statements; calculating debt servicing capacity; and, negotiating terms and conditions of loans.
  • Granting commercial loans, mortgages, and operating lines of credit for business purposes within lending limits; submit recommendations for credit above limits to the VP Credit and Compliance.
  • Providing direction to commercial lending admin staff.
  • Assisting with the preparation of the budget and business plan as it relates to commercial lending.

Duties and Responsibilities:

  • Responsible for the growth and business development of the commercial portfolio. Build relationships with existing members; network with external business organizations and individuals to generate new business. Identify and pursue opportunities to promote other business services and non-credit products; review current portfolio to ensure clients have proper banking products. Ensure a proactive approach is taken to retain current business.
  • Monitor the competitive environment for product and delivery trends; stay current with competitive product trends and emerging technologies.
  • Develop and maintain an expert knowledge of commercial lending policies and procedures, lending reports, and related/developing technology.
  • Analyze loan requests using established lending criteria to safeguard member deposits and the viability of the Credit Union while supporting growth objectives. Collect and compile information and analyze financial statements to assess credit worthiness. Ensure necessary regulatory and compliance guidelines and measures are followed. Grant credit within lending limits.
  • Assist with the processing of syndicated loan applications as requested.
  • Review commercial overdraft report daily, and take appropriate action where required and deal effectively with commercial overdrafts and delinquency.
  • Monitor and update the commercial member watch list and make suggestions for action as appropriate.
  • Conduct reviews of commercial accounts, including margining as required.
  • Review lending reports and take corrective action as required.
  • Ensure documentation is in-compliance with commercial loan policies and procedures.
  • Perform other duties as assigned.

Qualifications:

  • Achievement of credit union (or equivalent) lending courses in commercial lending
  • University Degree or work equivalency
  • 3 plus years of experience in CAM role
  • Thorough understanding of commercial credit and proven ability to weigh risk
  • Exceptional interpersonal skills including demonstrating approachability, trustworthiness, flexibility and a strong work and service ethic
  • Proven relationship management and sales effectiveness skills – able to identify member needs and match appropriate solutions
  • Understands markets and trends in the industry
  • Demonstrates results orientation in both sales and service
  • Thorough understanding of the Credit Union’s business strategies
  • Thorough understanding of the Credit Union’s products and services
  • Committed to continuous personal improvement

 We offer a caring environment, complete training and opportunity for career satisfaction. 

If you are looking for a rewarding career, please apply in confidence, to: careers@talka.ca.

 

We thank all candidates; however, only those to be interviewed will be contacted.

Talka Credit Union is committed to providing accommodations.

If you require an accommodation, we will work with you to meet your needs.

Systems Architect (ECM)

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra Trust – a wholly-owned subsidiary – has been delivering estate and trust services nationwide for over 65 years.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in one of our Saskatoon, Regina, Surrey or Toronto office locations, or from your home office environment.

Systems Architect (ECM)

(Full-time, Permanent Position)

Key Outcomes:

The Systems Architect (ECM) manages and oversees the strategic and operational demands by leading the support, research, design, development, implementation and long-term governance of the Enterprise Content Management (ECM) solutions at the Bank. This position is responsible for the management of research, design and execution of projects involving Collaboration Portals, Enterprise Search, Enterprise Content Management, Business Process and Forms.

This position is the primary resource to coordinate and manage the organizational Enterprise Content Management strategy and contribute to the organization’s success by maintaining, supporting and enhancing technologies and systems within the ECM practice. It is also responsible to work with business units and manage the delivery of content management strategies, including document management and workflow.

Qualifications:

  • Post-secondary degree or diploma in Computer Science, or related field
  • 5 years in technology roles, including experience working with Cloud Infrastructure services
  • 3-5 years experience working in SharePoint (online or 2016) or other Enterprise Content Management tools
  • Business Analysis experience would be considered an asset
  • Experience working in Agile work environments and projects is preferred

Applications for this opportunity accepted until end of day September 16, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Solutions Architect

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra Trust – a wholly-owned subsidiary – has been delivering estate and trust services nationwide for over 65 years.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in one of our Saskatoon, Regina, Surrey or Toronto office locations, or from your home office environment.

Solutions Architect (Full-time, Permanent Position)

Key Outcomes:

The Solutions Architect ensures that the Bank’s Enterprise Infrastructure Systems are appropriately designed, managed, documented and organized throughout the entire development and maintenance lifecycle. This position is responsible for short to medium term objectives, and conducts in-depth analysis and employs conceptual thinking, working to find unique solutions to problems considering interconnection among applications and/or lines of business.

The Solutions Architect assists other business units in understanding problems and ensuring a holistic perspective and collaborates to resolve issues and architect solutions to either new applications, or for application improvements. This position also provides subject matter expertise and is responsible for the creation, maintenance and management of IT architecture models and their lower-level components.

Qualifications:

  • Post-secondary degree in Computer Science; a comparable combination of education and relevant work experience may be considered
  • 7-10 years of experience with Azure cloud support or development
  • 7-10 years of experience with Data Centre support or development
  • Experience working in Agile work environments and projects is preferred
  • 3 years of experience in the financial services industry with an in-depth understanding of infrastructure architecture

Applications for this opportunity accepted until end of day September 9, 2021. To apply, please visit our Career page at www.concentra.ca.

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Director, Risk Governance & Policy

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow into a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-best financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for an experienced Director Risk Governance & Policy to join our Risk Governance team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Director, Risk Governance & Policy

The primary purpose of the Director, Risk Governance & Policy position is to develop risk management frameworks, policy, risk management committee mandates and risk reporting, and to provide support to the management of the Bank’s regulatory affairs.

This position is responsible to develop and maintain the risk management frameworks and policy model by facilitating development, reviews and enhancements to the Risk Governance Framework, Risk Appetite Framework and Corporate Policy Framework, as well as facilitating the ongoing development, reviews and enhancements to Corporate Policies and Management Guidelines. This position is also responsible for providing oversight to the alignment of Risk Appetite and enterprise strategy, and for providing independent challenge to the first line of defense on alignment with Risk Appetite, Corporate Policies and Management Guidelines.

The Director, Risk Governance & Policy develops and maintains the risk management committee mandates and risk reporting by facilitating development, reviews and enhancements to the risk management committee mandates, and providing risk reporting for executive, risk management committees and the Board. This position provides support to regulatory relationships by assisting in the maintenance of a central repository of the Bank’s supervisory communication with all prudential regulators, as well as the coordination of supervisory communications between OSFI and the Bank. This position also assists in the coordination of OSFI supervisory reviews and in the management of responses to recommendations to ensure they are timely and complete, and provides regulatory updates and key messaging to executive and the Board.

Qualifications

  • Undergraduate degree in finance, law, economics, business administration or commerce complemented by a professional designation in finance, accounting or law and 5 years progressive experience in the financial industry
  • Subject matter expert in understanding of financial institution risk management, risk optimization concepts, risk appetite and policy structuring
  • Subject matter expert in understanding of OSFI Guidelines for Banks
  • Subject matter expert in understanding of risk management concepts and good practices in governance reporting
  • Advanced understanding of financial institution credit risk, operational risk, market risk, liquidity and funding risk, legal and regulatory compliance risk, reputation risk, capital management and emerging risks
  • Ability to lead and manage projects and deliver results in a changing environment
  • Ability to understand detailed processes and controls
  • Strong interpersonal skills, including ability to influence senior decision makers
  • Strong analytical skills, including ability to identify and interpret complex issues and see underlying causes, connections and implications
  • Advanced written communication and presentation skills
  • Advanced computer skills with advanced skills in Excel, Word and Powerpoint

Applications for this opportunity will be accepted until end of day August 27, 2021. To apply, please visit our Career page at www.concentra.ca.

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Senior Credit Analyst

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra is the number one partner in commercial equipment leasing and financing.  We work with credit unions large and small to offer competitive deal structures and attractive pricing for members.  Concentra employees enjoy a competitive total rewards package and a flexible work environment.  We are looking for a results-oriented leader to join our team.

Senior Credit Analyst (Full-time, Permanent)

This position provides independent, objective review and adjudication of incoming equipment lease applications. The Senior Credit Analyst evaluates risk implications, approves or declines within credit limit and makes credit recommendations and escalations as required.  As a key member of the front office, the Senior Analyst is responsible for financial analysis, assessment of credit reports, research of equipment and industry and approving and declining applications.

Key Outcomes:

The primary focus of this position is to manage and support in-depth analysis and adjudication of equipment financing applications.  This role will assess and determine appropriate transaction structure and pricing to ensure compliance with the Bank’s policies and guidelines.  The Senior Analyst identifies and advises on terms, conditions, and collateral requirements for the transaction decision, as well as opportunities for cross-selling and/or alternative solutions to meet client’s needs.  This role works with internal groups and clients to assess lease opportunities, and deals with customer inquiries and concerns.

In addition, the Senior Analyst approves credit within designation limits and prepares formal presentations to support lease applications presented to Credit Risk.  As a senior member of the team, the Analyst provides credit risk coaching and advice to the credit team to increase awareness of risk, policy, and knowledge of structuring transactions.

Qualifications:

  • Post-Secondary education in Business Administration/Commerce or equivalent combination of education and experience
  • 3-5 years commercial credit experience; leasing experience an asset

Applications for this opportunity will be accepted until end of day August 20, 2021. To apply, please visit our Career page at www.concentra.ca.

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. We thank all applicants for their interest, however, only those selected for an interview will be contacted

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