Province: Saskatchewan

Lending Administrator

Exciting Opportunity Alert!

Are you passionate about delivering top-notch member service? Do you thrive in a dynamic and supportive work environment? If so, we want YOU to join our team at Sandhills Credit Union!

We’re on the lookout for a talented individual to fill the role of Lending Administrator. As a key member of our team, you’ll play a vital role in supporting our Lending and Financial Services team and ensuring that our members receive the exceptional service they deserve.

What You’ll Do:

Process loan documentation and administration with precision and efficiency.

Conduct credit file investigations and ensure compliance with regulations.

Communicate with members to provide clear information, assistance and support.

Collaborate with team members to foster a positive and productive work environment.

Qualifications:

High school diploma or equivalent (Business or Finance education preferred).

Previous experience in lending or administrative roles is a plus. Strong attention to detail and organizational skills.

Excellent communication and interpersonal abilities.

Apply Now! If you’re ready to take the next step in your career and become a part of our dedicated team, send your resume to Pam Ristau, Manager of Lending and Financial Services, at pam.ristau@sandhillscu.com.

Don’t miss out on this fantastic opportunity! Deadline to apply is April 22, 24.

#JoinOurTeam #NowHiring #LendingAdministrator #SandhillsCreditUnion #CareerOpportunity

 

Lending Administrator Job Profile

 

SANDHILLS CREDIT UNION MISSION:

“Providing excellence in financial services to enrich our community.”

SANDHILLS CREDIT UNION VISION:

“Built on trust, committed to excellence.”

PURPOSE OF DEPARTMENT/WORK UNIT:

Empowering and engaging the lending team through Seamless Lending Administrative Support

PURPOSE OF POSITION:

As a Lending Administrator, you play a crucial role in providing loan administrative support to the Loans Department, with a primary focus on Consumer, Agriculture & Commercial Lending. Under general supervision, you will ensure that all lending activities are conducted with a member-centric approach and are in compliance with legislations, regulations, policies, and procedures. Your role involves active listening to member needs, promoting credit union products and services, and contributing to a positive and efficient lending environment.

KEY RESPONSIBILITY AREAS:

KRA #1 – Delivery of Lending Support Service:

Efficient Processing: Process loan applications and related documentation, posting loan entries and initiating the generation of various loan reports.

Annual Line of Credit Reviews: Prepare and complete annual Line of Credit Reviews, ensuring compliance and readiness for sign-off by the Credit Manager or designate.

Credit Investigations: Conduct PPSA investigations, handle credit inquiries from other institutions, and collaborate on credit investigations with financial institutions and Credit Bureau.

Reporting and Documentation: Prepare monthly reports such as overdraft reports, monthly loan delinquency reports, and maintain organized loan files and related documentation.

Compliance Adherence: Adhere to legislation and security procedures relevant to the position.

KRA #2 – Member-Centric Solutions, Marketing and Promotion:

Clear Communication: Communicate credit union product and service information clearly and concisely, answering basic questions and referring complex inquiries.

Business Development: Foster business development through service excellence and product knowledge.

Continuous Learning: Maintain up-to-date knowledge of credit union lending products and services through regular literature reviews and attendance at credit union update meetings.

KRA # 3 – Credit Union and Departmental Support:

Training and Support: Train and support team members as required, contributing to a collaborative and supportive work environment.

Relief Support: Provide relief for other positions as required, ensuring continuity of operations.

Active Participation: Actively participate in department/work unit and credit union meetings.

Compliance Training: Complete annual Anti-Money Laundering/PCMLTFA training as required.

EDUCATION AND EXPERIENCE:

Possess a Grade 12 diploma, with four to six years of experience, or an equivalent combination of education and experience.

 

Digital Wealth Specialist

Digital Wealth Specialist

Permanent Full-Time

Closes April 26th

Anywhere in Saskatchewan

Annual Salary: $64,000 – $76,000

Flexible hours, career development opportunities,
exceptional benefits and pension plan!

 

Innovation Wealth has a bold ambition. We will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfill Innovation’s purpose?  Glad you asked!

Reporting to the Manager of Wealth Services, this position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. At the same time, establishes and maintains the existing small book relationships. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer Advisors as well as integrate our digital robo advisor platforms. Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

WIIFY (what’s in it for you):

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Attractive variable incentive program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff to help them
  • A purpose-driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviours in every activity and approach
  • A solution mindset that feeds inertia
  • An ambassador willing to promote our team inside and outside the organization.
  • Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
  • Somebody who can work with occasional ambiguity with a focus on process evolution.
  • A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
  • Somebody to sweat the small stuff, but also see the big picture.
  • Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

  • Identify member and potential member investment needs by analyzing investment portfolio, ascertaining their needs, and analyzing investment opportunities and market conditions and trends.
  • Provide a high level of sales and service of Credential Asset Management and Innovation Wealth investment products, and retirement income investment options to existing and potential members by supporting members virtually by phone, using digital channels, etc.
  • Provide members with individual portfolio planning which identifies the specific diversification strategy that fulfills the member’s needs
  • Support corporate strategies by building relationships with all members of the organization in the area of investments and retirement income investment options, including interaction with the Retail Sales area towards achievement of corporate goals.
  • Support development and the achievement of sales targets, marketing plans, and member service standards supporting achievement of targets and plans.
  • Complete annual review and regular client follow-up to ensure member’s needs are continuing to be met
  • Assess risk when making decisions, ensuring compliance with all regulatory requirements

Some things that would impress us:

  • Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
  • Organized and detail oriented
  • Proven results in strong sales and service skills along with refined relationship building skills
  • Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning,
  • IFIC or Canadian Securities Course
  •  The ability to relate well to members and coworkers
  • A passion for learning and growth

Interested?

Apply Today at www.innovationcu.ca.

Innovation Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.   In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people.  We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Manager, Transformation Office

Open to any location in Canada
Innovation Credit Union – Find Branch(innovationcu.ca) or the ability to work from your home office

Apply by April 8

Annual Salary: $99,210 – $136,414

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenets of the digital business model, like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfill Innovation’s purpose?  Glad you asked!

The Manager, Transformation Office will focus on the implementation and ongoing evolution of our organizational transformation from a Project Management Office to a Transformation Office. A transformation office focuses on driving actions and business outcomes. This role will implement Agile Enterprise project management, which includes portfolio kanban’s and value realization. You will coach your team to ensure we do not miss the details – and have the team create and coach measurable value.

WIIFY (what’s in it for you):

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Attractive variable incentive program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff to help them
  • A purpose-driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviours in every activity and approach
  • A solution mindset that feeds inertia
  • An ambassador willing to promote our team inside and outside the organization.
  • Somebody who is digitally capable and wants to dig into new technology with enthusiasm!
  • Somebody who can work with occasional ambiguity with a focus on process evolution.
  • A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
  • Somebody to sweat the small stuff, but also see the big picture.
  • Personality and Energy – a flair for polish, and you bring your personal, creative touch to everything you do!

What will you do?

  • Develop project listing to implement organization-wide processes so that we are adaptively planning and allocating resources across the organization to deliver on our strategy.
  • Lead the delivery of major projects that involve overseeing sub-projects and/or multiple delivery components leveraging tools such as Microsoft Projects and AzureDevOps to paint the picture of resources and project execution on the go.
  • Support service delivery by building and fostering strategic and collaborative relationships with stakeholders and a diverse range of senior leaders to support the organization in meeting its mandate.
  • Champion Innovation’s project management, change management, and agile disciplines/methodologies and provide the processes, structures, and tools for these disciplines.
  • Provide supervision, coaching and mentorship to allow PMO team members to achieve their full potential including on-time delivery of our business plan. Model.coach.care as a leader with your team and cross-functionally with the organization.

Some things that would impress us:

  • Formal education/certification in Lean Six Sigma, Continuous Improvement and Project Management methodologies with a preference for a background in SaFe implementation.
  • Experience transforming an organization’s discipline in execution, including understanding the risks associated with a transformation of a business model from a people, process, and technology perspective.
  • Proven communication and collaboration skills.
  • A passion for learning and growth.

 

Interested?

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.   In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people.  We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Implementation Specialist

The Implementation Specialist should demonstrate sound technical knowledge, as well as exceptional analytical, communication, and member service skills.  Responsibilities include gathering and analyzing the organizational needs, developing and configuring systems to meet those needs, providing training, and supporting the organization throughout the implementation process.  The role of the Implementation Specialist is to ensure the smooth and successful implementation of new technology platforms and provide ongoing organizational support for the new systems.

The Position:  The Implementation Specialist is a full-time, permanent position located in the town of Unity, SK.  Experience in technology and/or project management is strongly preferred, and change management and willingness to learn are essential to the success of the role.  Relevant education and financial work experience are required, with a preference for a credit union background.  Unity Credit Union offers a competitive total compensation package, including attractive employee benefits with matched pension contributions.  Salary will be commensurate with experience and qualifications.

Reporting to the Manager of Digital Experience, the Implementation Specialist:

  • Co-ordinates the implementation and adoption of special projects as directed by the management team.
  • Champions change implementation by demonstrating commitment and enthusiasm, while educating and supporting colleagues.
  • Provides user support for computerized systems by training users on system applications; troubleshooting basic problems related to hardware, software, and ancillary equipment.

The Credit Union: Unity Credit Union is a successful rural-based credit union with assets over $350 million and 34 employees serving 5000 members.  Unity Credit Union is dedicated to finding and developing the right people and achieving our strategic intent of being an employer of choice and as such, will consider training the right applicant.

The Community: Unity is a progressive community of approximately 2500 people located in West – Central Saskatchewan.  Services include K-12 schools, full health center facility, skating and curling rinks with artificial ice, a regional park with a 9-hole grass green golf course, camping, and a new swimming pool.  Economic drivers include salt mining, manufacturing, agriculture, inland grain terminals, oil and gas industry and a grain alcohol and spirits plant.  For more information on the town of Unity, visit www.townofunity.com.

The closing date for applicants is March 31, 2024.

Interested?  Submit a cover letter and resume to:
Shannon DeRoo, Manager of Digital Experience
Email: Shannon.DeRoo@unitycu.ca

Financial Services Relationship Manager

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future. We now have a career opportunity for a Full Time Financial Services Relationship Manager, located in Regina.

As the Financial Services Relationship Manager you will be….

Responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

  • Providing lending products including personal and mortgage loans.
  • Providing deposit products such as GIC and RRSP.
  • Managing a growing portfolio of relationships.
  • Providing a holistic approach to services.
  • Developing business through community involvement and networking opportunities.
  • Positively influencing member acceptance of a technology driven approach to banking services.
  • Establishing relationships of trust and confidence with members to ensure retention of existing business and future business.

As the Financial Services Relationship Manager you are ….

  • Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services.
  • Entrepreneurial in your approach to building business, with a proven track record in sales and business development.
  • A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity.
  • A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs.
  • A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating along with post-secondary classes or courses, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Monday, April 8, 2024.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca

Credit Adjudication Specialist

Apply by April 1

Annual Salary: $73,730 – $101,378

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfil Innovation’s purpose?  Glad you asked!

The Credit Specialist – Adjudication will be responsible for providing quality adjudication service to internal customers through use of risk analysis tools and methods, ensuring security for the members and Innovation Federal Credit Union. This position evaluates credit requests, analyzes financial information, and makes recommendations to obtain financing approvals.

WIIFY (what’s in it for you):

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Attractive variable incentive program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff helping them
  • A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviors in every activity and approach
  • A solution mindset that feeds inertia
  • An ambassador who’s willing to promote our team inside and outside organization
  • Somebody who is digitally capable, who wants to dig into new technology with enthusiasm!
  • Somebody who can work with occasional ambiguity with focus on process evolution
  • A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
  • Somebody to sweat the small stuff, but also see the big picture
  • Personality and Energy – a flair for polish, and you bring your own personal, creative touch to everything you do!

What will you do?

  • Assess and identify risk in credit requests and lending portfolios; analyze financial statements, credit reports, and other relevant data to make informed decisions.
  • Adjudicate credit applications and complete loan reviews to ensure acceptable risk are underwritten.
  • Communicate with various levels of management within the credit union to address risk findings and promote the safety and soundness of the credit union.
  • Ensure organized credit flow and adjudication to provide maximum service levels to Consumer Advisors.
  • Mentor and guide staff, providing feedback and encouragement in the development of lending skills.
  • Identify areas of opportunity and efficiency in lending procedures and processes.
  • Develop recommendations for changes to guidelines, procedures, and best practices.

Some things that would impress us:

  • Bachelor’s degree in commerce, Business Administration, or related discipline.
  • 3 – 5 years’ lending and credit experience or an equivalent combination of education and experience.
  • Advanced lending knowledge with strong skills in small business, commercial and agricultural lending.
  • Understanding of credit risk management principles, including portfolio risk, lending to higher risk industries and inherent risks embedded in lending products.
  • Comprehensive knowledge of loan underwriting standards and lending guidelines.
  • Strong interpersonal skills, including excellent oral and written communication abilities.

Interested?

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.  In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.

Collection Specialist

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future. We now have a career opportunity for a Full Time Collection Specialist. This position may work in branch (Saskatoon or Regina) or remotely within Saskatchewan.

As the Collection Specialist you will be….

Responsible for mitigating risk to the credit union through default management and recovery of funds for consumer and commercial loans and mortgages. This includes:

  • Working closely with members to preserve relationships and change behaviors while minimizing defaults.
  • Negotiating payment plans and settlements to facilitate debt repayment to help members get back on track.
  • Managing a portfolio of member relationships.
  • Collaborating with the Credit Team and Finance Department to address complex collection issues and minimize credit loss.

As the Collection Specialist you are ….

  • Highly knowledgeable with a strong background in lending and well-informed on policies, procedures, collection methods and legislation.
  • A strong communicator with solid skills for interacting with members and the team in a professional and courteous manner, especially during negative and adverse situations.
  • An excellent negotiator and problem solver, with the ability to effectively work with retail and business members to find mutually beneficial strategies and solutions to preserve relationships while ensuring timely debt recovery.
  • Able to analyze customer financial situations to assess their capacity to repay debts and determine appropriate collection actions.
  • Highly organized with exemplary time management skills, able to prioritize daily work and plan for deadlines, peak periods and unexpected situations where decisions are extremely time sensitive.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 2-3 years of lending, adjudicating or related collection experience with a degree or diploma in finance or business administration (considered an asset), along with proficient knowledge of Customer Relationship Management software and experience in problem solving and conflict resolution, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca

Financial Services Advisors

Financial Services Advisors – Yorkton, Indian Head and Tisdale Branches

Are you great with numbers, and even better at building relationships? We’re looking for finance-savvy, dedicated Financial Services Advisors to join our teams at the Yorkton, Indian Head or Tisdale Head branches of Cornerstone Credit Union!

As a Financial Services Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals. You will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. You’ll provide insight to our members in areas like accounts, complex consumer investments (terms, registered products, mutual funds) lending products and services (consumer loans and mortgages, including builder mortgages, small farm and business lending) insurance, and estate processing all to help them meet their financial needs. You will develop solid working relationships with our members and work hand in hand with many areas of our organization all in providing excellent member service!

Post-secondary education in Business or a related discipline with at least 2 to 4 years progressive sales and service investment experience managing a diverse portfolio (investments and lending) in a consumer banking environment is the minimum requirement for this position, but you’ll have a leg up if your experience includes mutual funds sales experience or if you are working on obtaining your mutual funds designation. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. Positions located in Yorkton and Tisdale are in-scope positions and union membership is required.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the eighth straight year.

Choose a rewarding career at Cornerstone Credit Union.

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