Administrative/Clerical/Support – Credit Union Careers

Operations Support Coordinator

WE’RE HIRING!
Operations Support Coordinator
Full‐Time Term

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well‐being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 64% Indigenous employees working at locations across Canada.

About The Role

As Operations Support Coordinator you will provide a high level of administrative support to the Operations Department and assist with managing the front desk. You are a motivated, energetic individual who demonstrates a high level of service and support. You have a keen eye for detail and possess strong organizational skills. You are highly adaptable, professional and efficient. This full‐time term opportunity is based out of Head Office in Saskatoon, Saskatchewan, which is located on First Nations land.

Here’s what you’ll be doing:

• Assist the Operations Support team with day‐to‐day administrative activities
• Provide high quality customer support
• Monitor and maintain inventory levels
• Complete mail merges for client notifications
• Other general administrative tasks

About You:
• Office Administration Certificate
• (2) years of customer service experience (banking is preferred)
• Proven experience as an administrative assistant also preferred
• Able to meet deadlines and manage multiple tasks
• Proficiency in MS Office 365
• Working knowledge of Adobe Acrobat
• Customer‐oriented attitude
• Excellent communication skills

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will close on July 23, 2024.

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

Commercial Banking Analyst

WE’RE HIRING!
Commercial Banking Analyst

Full‐Time Permanent

About Us

About The Role

The Commercial Banking Analyst is accountable for providing support to Commercial Account Managers in the risk management of customers; preparing competitive credit package with a high quality of risk assessment, due diligence and credit presentation; understanding pricing models and applying them effectively; identifying business opportunities amongst existing customers; while adhering to the Bank’s guidelines, policies and procedures.

Here’s what you’ll be doing
• Structure and package competitive solutions to assist the Commercial team to meet customer needs in a timely manner
• Maximize profitability ensuring that FNBC pricing guidelines are utilized and threshold is met/exceeded with each
• Support the Commercial Banking team in identifying business opportunities amongst existing customers
• Develop and maintain an understanding of pricing models/concepts and apply them effectively
• Support the Commercial Banking team in competitive credit packages in the CB segment in a timely manner
• Write credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
• Make recommendations on credit decisions to VP Commercial Banking
• Use Bank guidelines and systems to effectively minimize time spent/writing/monitoring credit while maintaining credit quality (risk assessment, due diligence, etc.)
• Renew credits in a timely manner, meeting targets for expired credits
• Monitor and control the portfolio and provide feedback to the VP Commercial Banking on any accounts that are outside guidelines and/or assigned limits and conditions
• Be knowledgeable of and comply with Bank and Industry Codes of Conduct

You must have:

• Experience related to business lending, financial analysis and administration
• Post‐secondary education in business (BComm, MBA)
• High proficiency with software programs (Excel and MS Word)
• Analytical with ability to pay close attention to detail and prioritize work routine
• Highly motivated and enthusiastic self‐starter who takes an outgoing and enthusiastic approach to their work
• Ability to adjust to changing work priorities and meet time sensitive deadlines
• Highly adaptable, professional and efficient
• A strong desire to learn, grow and succeed

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this
opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until July 19, 2024.

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

Support Services Analyst

The Position:

The Support Services Analyst is responsible for the effective operation of the banking system, digital banking and help desk support across the organization. This individual supports banking system project management, digital banking projects, as well as communication with the team, business unit leaders, and end users. This individual will support and execute banking system-related activities of the organization, as well as provide administrative support for daily operational activities of the support services department. This person will work closely with decision makers in other departments to identify, recommend, develop, implement, and support cost-effective technology solutions that will support corporate goals and objectives. This person will also support banking system policies, procedures, and best practices. Other duties may be assigned as necessary.

This is a full time permanent position.

The Person:

Ability to conduct and direct research into banking system issues and products as required.
Ability to explain technical concepts and theories to non-technical audiences.
Able to stay abreast of current and future technological developments or trends.
Skill in teamwork, communication, innovation, adaptability, and decision making, along with member focus, results orientation, and business sense.
Good overall knowledge of technology and associated tools and platforms (cView, cumulus, SharePoint etc).
Cooperative or Credit Union industry experience is a benefit.

Compensation:

Salary range $42,000 to $52,800/annually
Comprehensive benefits package.

SUBMIT RESUME AND COVER LETTER TO:

Jennifer Hormann,

Vice President of Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-0569

jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.

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.

Wealth Services Associate

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 Wealth Services Associate, located in Saskatoon at our Stonebridge Advice Centre.

As the Wealth Services Associate you will be….

Responsible for providing professional administrative support and service to the Wealth Team and their clients. This includes:

Reviewing notes from client meetings, gathering data and preparing documentation required for the appointments.
Meeting with clients, via their preferred communication channel, to provide ongoing service and support in a timely and responsive manner.
Communicating with a variety of external organizations in problem-solving client situations.
Performing administrative tasks such as scheduling appointments, inputting client notes, ensuring paperwork processes correctly and assisting with marketing activities.
Supporting and fulfilling all related compliance responsibilities.
Maintaining up-to-date product and industry knowledge.

As the Wealth Services Associate you are ….

An accomplished individual with a thorough understanding of wealth management, financial products and services, and current legislation related to registered plans.
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.
A strong communicator with well-developed skills for interacting with clients and the team in a positive and sincere manner especially during negative and adverse situations.

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

And can demonstrate success through 2-3 years of administrative experience, preferably in a wealth management or financial institution environment, along with a background in customer/client service and support, 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 Tuesday, February 20, 2024.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Executive Assistant

Are you seeking an opportunity where you can make a meaningful impact and be part of an organization that puts their community and employees first? If you possess exceptional communication skills, have a proven track record of success providing administrative assistance, and enjoy working in a professional, confidential, fast-paced environment with a wide variety of tasks and responsibilities, this opportunity might be the perfect fit for you.

THE OPPORTUNITY

Reporting directly to the Chief Executive Officer (CEO), you are responsible for a wide variety of administrative duties supporting the CEO and other members of the Executive Leadership team. This includes but is not limited to coordinating and attending various meetings and events, minute-taking, and distribution, arranging travel plans, and assisting with managing the CEO’s calendar. You are also responsible for ensuring the proper maintenance and organization of essential corporate records, as corporate document custodian.

In addition, you will play a pivotal role in championing and advancing our commitment to diversity, equity, and sustainability (DEI) and Environmental, Social and Governance (ESG) initiatives. This includes leveraging your understanding of DEI principles and collaborating with other team members to develop and implement strategies that support a diverse and inclusive workplace. Working closely with stakeholders, you’ll integrate ESG considerations into our business practices, assisting in the development and implementation of sustainable and responsible banking practices. You will primarily work on-site, providing direct support to the CEO and executive team, fostering collaboration and in-person interactions. However, we recognize the importance of work-life balance and offer flexibility for occasional remote work.

THE AREA

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more. Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities that are within easy commuting distance. Affordable, safe, and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest. For more information about the Greater Trail region, please visit imaginekootenay.com.

KOOTENAY SAVINGS CREDIT UNION

We are the region’s leading credit union with over $1.6 billion in assets, over 30,000 members and over 200 employees. Our Corporate Office is in Trail, BC, along with our Member Service Centre and we have eleven branches throughout the East & West Kootenays offering retail and commercial banking services. We’re community-minded, we donate back to the community, support local non-profits, and provide sponsorships and bursaries for students to help them grow. It’s part of who we are as Kootenay Savings Credit Union and, together as a team, we can make a real difference. For more information about Kootenay Savings, please visit kscu.com. For more information about the Kootenay regions, please visit imaginekootenay.com.

What you bring:

Bachelor’s degree in business administration, office management, or a related field.
A minimum of three years’ experience as an Executive Assistant or in a similar administrative role. Credit Union or Financial Institution experience would be an asset.
Exceptional organizational skills, attention to detail and multitasking abilities.
Excellent written and verbal communication skills and ability to apply correct Business English practices and business writing skills.
Familiarity with accounting terminology or a foundational understanding of basic accounting principles.
Highly competent in software applications, specifically Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook as well as video conference tools (including Zoom and MS Teams).
Demonstrated professionalism, discretion, and ability to handle sensitive information with the utmost confidentiality.
Strong understanding of Diversity, Equity, and Inclusion principles.
Familiarity with Environmental, Social, and Governance concepts.
Proactive problem-solving skills.
Team player with a positive attitude.
Ability to work extended hours of work and travel as needed (e.g., Board meetings, Planning sessions, etc.).
Familiarity with the Financial Institutions Act (FIA) and Credit Union Incorporations Act (CUIA).
Ability to build/maintain effective relationships with stakeholders.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return, we offer a total rewards package that includes:

Competitive salary of $68K – $80K based on skills and experience
Competitive benefits including extended health, dental and vision coverage
Health care and Personal spending account
Paid vacation, sick time and floating holidays
Confidential employee and family assistance program
Continual training, development and coaching
Unique staff benefits on products such as bank accounts, loans and mortgages
The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
Being part of an organization that puts their community and employees first
Being part of a talented and dedicated team who improve our members’ financial lives

If you are a team player ready to take on an exciting challenge in a progressive, employee-focused environment, we’d like to hear from you!

Please apply online through the careers section of our website at kscu.com to upload your resume and complete the application questions.

Closing date: February 1, 2024

We thank all applicants for their interest; however, only short-listed applicants will be contacted.

Supervisor, Member Services

The Supervisor, Member Services supports Interior Savings’ vision of sales & service excellence by developing and facilitating a professional team that is efficient and effective in serving member needs and achieving branch goals & objectives.

Through personal strengths in communication, leadership, and initiative you will assist the Branch Manager in fostering a positive team environment of employee performance excellence by coaching, training and mentoring Member Service Advisors. You possess the ability to work under pressure with a keen attention to detail and accuracy and will ensure high service standards are achieved by all staff.

Through your coaching and leadership, you will assist your Branch Manager in leading the team to increase member participation levels and ensure Interior Savings is their primary financial institution. You are responsible for assisting with sales and services strategies in support of your branch business goals. As a coach and leader, you are actively engaged with your team on strategies to meet the immediate needs of the members while looking for additional opportunities to grow the business and to educate members on alternative channels. You foster a positive team environment through proactive participation in providing assistance to your staff and take an active role in their career development activities.

You will assist the Branch Manager in maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success of the Credit Union by demonstrating behaviours that are consistent with Interior Savings’ Vision, Mission, and Values.

You will participate in the interviewing and hiring process for new staff, as required while ensuring proper scheduling of employees in order to provide excellent member service. You will coach to and follow the organizational business model when referring members, preparing for meetings and uncovering needs. You will work in conjunction with the Branch Manager to develop performance standards and conduct performance appraisals and address member complaints and inquiries as required. You will also perform other duties as assigned.

What we offer:

Employer paid vacation
Benefits Program
Retirement Plan
Employee Assistance Program
Employer paid training/education
Special banking perks
Work-life balance

The salary range for this position is $62,549 to $74,266 and starting salary will be based on related education, training and experience. This position will work 37 hours per week.

Qualifications

Education

Required

High School Diploma or better.

Experience

Required

Knowledgeable in a full range of investment products.

Comprehensive understanding of credit products and procedures.

4-6 years: Job-related experience in a financial sales & services environment.

Preferred

Supervisory experience considered an asset.

Wealth Services Associate

CUSO Wealth Strategies

Position Description

Title: Wealth Services Associate

Reports to: Vice President of Business Development

Date created: November 2023

Salary range: Between $25.60 to $28.00 per hour

About CUSO Wealth Strategies Inc.

Its Head Office is in Kelowna, BC. CUSO Wealth Strategies Inc. provides wealth management strategic and best practices support to credit unions. CUSO was established in 2012 with the purpose of assisting small to mid-sized credit unions create, maintain, and assist with the day-to-day management of a sustainable, profitable, and compliant wealth management subsidiary. CUSO works with 7 BC and Alberta credit unions partners with combined assets of more than $1 billion.

About the Role

This is a permanent part-time position with a minimum of up to three full days (22.5 hours) or 5 part-time days depending on business needs. The work hours and location are flexible within BC or Alberta. CUSO is a “best” hire employer and is fully open to remote work.

Basic Purpose of the Role

The successful candidate will provide administrative support to the VP and Regional Leaders and governance support to the CEO. They will serve as first point of contact for wealth management office admin team members in both a support and mentoring capacity. This will include having a working knowledge of the CRM (Customer Relationship Management) program, currently Maximizer Wealth for our credit union client group. The ideal candidate will have intermediate to advanced skills in the full suite of Microsoft office products.

Major Responsibilities

Assume responsibility for governance related activities to support the CEO and board of directors as the business demands.

Will serve both the VP and Regional Leaders in an administrative capacity which includes but is not limited to the following tasks:

Onboarding and offboarding all registrants at the dealer level – CIRO (MFDA/IIROC) and Insurance
Maintaining an effective record-keeping process of tracking invoices for our accounting team
Downloading and creating management and end user reports.
Onboarding and offboarding all users from various 3^rd party software programs.
Maintaining and administrating our internal member/client experience programs and portals.
Regular day to day duties commonly associated with running a small to mid-size business office.
Other related duties as assigned.

Qualifications

Five years recent related experience preferably in an administration capacity working within the financial industry
Proficiency with the MS Office suite of products especially Excel and database Power BI programs
Background in using and supporting a CRM program (Maximizer)
Experience with, or an interest in learning board governance administration
Strong written, verbal communication, and interpersonal skills
Excellent time management and organization skills
Enjoys using and a desire to keep learning new technology
Strong organizational, time management and problem-solving skills
Must enjoy personal one to one interaction in a business setting to mentor other administrators
Preference will be given to self-starters who require minimum supervision
The use of Adobe and website admin functionality would be welcomed
Current or previous licensing with MFDA, IIROC, and/or Insurance Council is an asset but not required
Current or previous virtual assistant experience is an asset

Other Requirements

If working remotely, a workspace which provides for personal health and safety and ensures the safekeeping and confidentiality of information

Why CUSO Wealth Strategies?

We are a small, dedicated team of professionals committed to doing our best work in an inclusive, respectful, and supportive environment
We encourage work & life integration and offer flexibility with hours and work location tailored to individual needs
We offer comprehensive benefits to support and sustain the mental and physical health of our employees and their families
Our leadership team encourages growth, independence, service excellence and team camaraderie
We believe in the cooperative model and work to support the sustainability and profitability of the credit unions we serve which in turn make a direct economic, social, and cultural impact in our communities

How to Apply:

If you consider this position a match to your skills, please submit your resume and cover letter in confidence to Ann Wong, Vice President, Business Development at awong@cuwealth.ca by December 8, 2023.

We thank all applicants in advance for their interest in this opportunity. All applications under consideration will be contacted.

Accounting Administrator

Turtleford Credit Union is currently seeking an experienced and detail-oriented Accounting Administrator to join our team. This position reports to the General Manager. The primary focus involves looking after day-to-day and month end reconciliations, payments, remittances, maintaining the credit union ledger of accounts and supporting accounting reporting activities.

As the successful candidate you will be involved with processing moderately complex and varied accounting administrative functions. The information within this position is often of a confidential and sensitive nature and requires specialized knowledge of the department and credit union operations. Established practices and procedures guide decision making however knowledge and experience within the area may be applied to resolve moderately complex and varied situations. The successful candidate will work closely with all departments within the credit union and has a passion for building relationships and creating an environment where teamwork and cooperation is a top priority. This position requires three years of job-related experience or an equivalent combination of accounting administration education and experience.

KEY RESPONSIBILITY AREA(S)

The following is intended to illustrate the type and level of work typically performed in this role and is not intended to be a comprehensive description of the duties.

Prepares and posts journal entries to general ledger; processes invoices and cheque requisitions for payment.
Reconciles general ledger accounts and assists General Manager in month end and year end accounting procedures and other accounting activities.
Runs standardized financial reports for management reporting; follows up on management enquires related to transactions and general ledger activities.
Prepares a variety of reports; coordinates the gathering of information required to support internal and external reporting requirements, such as Board reports and regulatory reporting.
Maintains a variety of records and processes a variety of branch/centralized administration tasks.
Performs a variety of routine and varied administrative functions in support of department operations and record keeping.

REQUIREMENTS

To qualify for this position, the successful candidate must have a minimum of three years of job-related experience. Credit Union experience is an asset.

CORE SKILLS AND BEHAVIOURS

This position is a key position within the Credit Union. Some of the skills required to succeed include a strong understanding of basic accounting principles, proficiency in Microsoft Office (particularly Excel), excellent attention to detail and accuracy, strong organizational and time management skills and strong communication and interpersonal skills. This position is required to interact with all areas of the credit union and to keep up with the ongoing changes within the credit union therefore teamwork, cooperation, adaptability to change and continued learning and development is a top priority.

Turtleford Credit Union offers competitive wages and a full range of employee benefits. If you are interested in this role, we invite you to submit your resume and cover letter in confidence to Ian Heggstrom at Ian.Heggstrom@turtlefordcu.ca. Deadline to apply for this position is November 21, 2023.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

Loans Officer

Are you looking to work for a great organization? Turtleford Credit Union is currently looking to hire a Loans Officer position. This position reports to the Lending Manager and is responsible for oversight of their own lending portfolio with a primary focus on consumer mortgages, loans and credit products and within assigned lending limits. As needed, this position would also assist the lending team with non-consumer credit.

As the successful candidate you will provide an exceptional member experience and expert advice for both new and existing members, you have a desire to learn and have an in depth understanding of lending practices and procedures. The ideal candidate has a passion for building long term relationships with our members, provides financial advice and recommendations on our products and services to help our members meet their financial goals. This position requires three years of job-related experience or an equivalent combination of education and experience.

PRIMARY PURPOSE OF POSITION

Reporting to the Lending Manager, this position supports the credit union’s business strategy by providing consumer and mortgage lending services to existing and potential members. At times, this position may be responsible for less complex agriculture lending under the guidance of a more experienced lender. The position administers and delivers on an assigned loans portfolio; recognizes member needs and promotes and cross-sells credit union lending and deposit services. Performs loan activities in compliance with applicable regulations, policies and procedures.

KEY RESPONSIBILITY AREA(S)

Grants consumer mortgages, loans, and credit products within approved lending limits; receives and analyzes financial and personal net worth statements, calculates debt servicing capacity and evaluates collateral security; negotiates terms and conditions of loan; presents recommendations to more senior lending staff on applications beyond assigned approval authority.
Provides individualized credit advice (e.g. debt consolidations) and information to members on loan and deposit services and products offered through the credit union.
Conducts credit research, security inspections and searches as required; prepares releases of security on paid out loans.
Interprets loan reports and identifies further action required to address problem areas such as pending delinquency; monitors delinquent accounts, works with member to develop remedial plans to mitigate risk of default, and initiates action to collect on delinquent loans as necessary.
Identifies member needs and actively promotes/cross-sells lending and deposit products and services to meet member needs and to gain a greater share of wallet.

REQUIREMENTS

This position requires three years of job-related experience or an equivalent combination of education and experience.

CORE SKILLS AND BEHAVIOURS

This position is a key position within the Lending team. Some of the skills required to succeed in this position include proven business development, sales and communications skills, progressive skills in managing a diverse loan portfolio in consumer and mortgage lending, advising on a variety of products and services to meet our members financial needs, the ability to engage in marketing and proactive outreach to our members, teamwork, cooperation and continued learning and development.

Turtleford Credit Union offers competitive wages and a full range of employee benefits. If you are interested in this role, we invite you to submit your resume and cover letter in confidence to Julie Brendle at Julie.Brendle@turtlefordcu.ca. Deadline to apply for this position is November 13.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.