Occupation Types: Financial Services/Financial Analysis

Financial Specialist

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve?  Would you thrive in an environment committed to providing exceptional service and individualized financial advice?  Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?

__________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the LeRoy branch. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

  • Build value-based relationships with colleagues and members
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
  • Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
  • Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
  • Industry experience preferred, with a demonstrated ability to gather assets
  • Sales-oriented background with a strong understanding of the sales process and business development

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before October 31, 2022, to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Director, Finance

An exciting and immediate new career opportunity is currently available at WFCU Credit Union to support the growth of the credit union for a:

DIRECTOR, FINANCE

As the Director, Finance, you will provide day-to-day support in the area of finance and accounting.   You will be responsible for accurate and timely financial reporting, and preparing materials for management discussion and analysis on a monthly basis.  In addition, you will be required to provide ad-hoc analysis and review of specific accounting or financial information and report on the results.

 In summary, the Director, Finance will:

  • Managing all aspects of the general ledger.
  • Performing month end duties such as account review, variance analysis and statement preparation.
  • Overseeing the accounting function to ensure that all reporting activities are completed in an accurate and timely manner.
  • Monitoring financial and regulatory metrics and reporting trends and status to executive management.
  • Reviewing monthly information reports for regulatory reporting to ensure accuracy and completeness.
  • Assisting in the preparation, analysis and interpretation of monthly financial reports to support decision making.
  • Analyzing accounting and financial records, and systems to ensure compliance with established accounting standards, regulations, procedures, and internal controls.
  • Assisting in the preparation of the annual consolidated financial statements and note disclosures.
  • Supporting the budget and forecasting processes with both preparation and oversight.
  • Providing support during both internal and external audits.
  • Developing and implementing accounting policy changes and procedures to ensure accurate financial reporting; including IFRS research where applicable.
  • Assisting with governance reporting including drafting whitepapers and memorandums as necessary.
  • Mentoring and training the accounting team to optimize departmental effectiveness.
  • Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

  • The successful candidate must be certified as a Chartered Professional Accountant with a minimum of five years of experience in an accounting/finance role.
  • Analytical and problem-solving skills are critical.
  • The applicant must be well-organized with a refined attention to detail.
  • Strong verbal and written communication skills, including the ability to grasp complex issues and effectively report financial results and issues in a clear and concise manner.
  • The ability to analyze data using Excel functionality is vital. The successful applicant will demonstrate excellent proficiency in the MS Office suite of applications, and have the technological flexibility to learn and utilize new software applications unique to the organization.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Elliott Duda
Recruitment Lead – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests.  The accommodation will be based on the individual needs of the job candidate.

About WFCU Credit Union

For the third consecutive year, WFCU Credit Union has been certified as a Great Place to Work® and named to the Best Workplaces in Canada™ list for businesses with 100-999 employees.  It’s an exciting time to join our team.  To find out more, apply today!

WFCU Credit Union is recognized as one of the leading, progressive financial organizations in Southwestern Ontario. Our team is committed to providing our members with a high level of service while making our community the best place to live and work. As a member of our team, you’ll have the opportunity to work in a positive, goal driven and professional environment. You’ll experience the unmatched employment philosophy of an organization that is committed to opportunities for professional and self-development, employee wellness, competitive compensation and a culture of celebration!

Director of Treasury

An exciting and immediate career opportunity is currently available at WFCU Credit Union for a:

DIRECTOR, TREASURY

As the Director, Treasury, you will play a key role by focusing on the planning and management of currencies, interest rate, and foreign exchange exposures.  You will work with the treasury & finance team and stakeholders to ensure cash management, balance sheet, and profitability metrics are being optimized. In addition, the Director will manage market-based trades for hedging interest rate risk, manage credit union investments and liquidity portfolios, and oversee liquidity and margin enhancement strategies.

 In summary, the Director, Treasury will:

  • Oversee the Asset Liability Management (ALM) and Financial Planning and Analysis (FP&A) functions within Treasury, making proactive recommendations for departmental improvement.
  • Review and submit monthly reports and analysis for submission to the Asset Liability Committee (ALCO).
  • Direct and oversee the Credit Union’s securitization strategy and other sources of funding as applicable.
  • Oversee the analysis and forecasting of interest margin, interest rate risk, and liquidity risk by working with analysts and colleagues to distill key price and growth assumptions.
  • Prepare in-depth analysis and reporting for executive management with regards to liquidity metrics performance vs forecast.
  • Develop the annual budget for interest margin and a monthly liquidity forecast reporting on position and ratios.
  • Collaborate effectively with colleagues and executive management to ensure ALM metrics and profitability targets are being met.
  • Remain abreast of regulations applicable to the Credit Union and Treasury department
  • Accurately prepare short- and long-range forecasts of the balance sheet, considering concepts and strategies discussed at senior management committees.
  • Execute market-based trades for hedging interest rate risk including bond forwards and interest rate swaps.
  • Regularly review and update structural, liquidity, and market risk management policies and procedures as they relate to cash and investment management.
  • Any other duties as assigned.

The “must-have” skills and qualifications that we’re looking for are:

  • The successful candidate must be certified with a related professional designation (CFA, CPA, CA) with a minimum of five years of experience in finance within a treasury role.
  • Strong analytical and problem-solving skills are critical.
  • The applicant must be well-organized with a refined attention to detail.
  • The successful applicant will demonstrate excellent proficiency in the MS Office suite of applications, and have the technological flexibility to learn and utilize new software applications unique to the organization.
  • The ability to thrive in an environment that requires a high degree of multi-tasking and strong time management skills.

If you feel you’re a great fit, let us know why!

We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:

Elliott Duda
Recruitment Lead – WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests.  The accommodation will be based on the individual needs of the job candidate.

About WFCU Credit Union

For the third consecutive year, WFCU Credit Union has been certified as a Great Place to Work® and named to the Best Workplaces in Canada™ list for businesses with 100-999 employees.  It’s an exciting time to join our team.  To find out more, apply today!

WFCU Credit Union is recognized as one of the leading, progressive financial organizations in Southwestern Ontario. Our team is committed to providing our members with a high level of service while making our community the best place to live and work. As a member of our team, you’ll have the opportunity to work in a positive, goal driven and professional environment. You’ll experience the unmatched employment philosophy of an organization that is committed to opportunities for professional and self-development, employee wellness, competitive compensation and a culture of celebration!

Financial Services Advisor

The Synergy Experience – what is it exactly?  Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Associate or Advisor to help us continue our rich tradition of serving our community – since 1943!

What do we offer?

We were named one of Saskatchewan’s Top Employers for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team. We also provide:

  • Competitive salary
  • Benefits and pension
  • Preferred rates on our products and services
  • Investment in your professional development
  • Community involvement opportunities

What do our Financial Services Associates and Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including on accounts and deposit products, consumer investments, and lending products and services (such as consumer and small business/ag loans and mortgages).

If building relationships, problem solving, and meeting challenges interests you…..this dynamic career is what you’re looking for!

As a Financial Services Associate or Advisor, you will:

  • Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
  • Advise on and deliver a variety of products and services to successfully meet members’ needs
  • Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
  • Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you need for this role:

  • Related post-secondary education (such as a Diploma or Degree in Business) and 1 year of job-related experience, or an equivalent combination of education and experience
  • Relationship and business development skills
  • Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
  • Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire

If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca, referencing competition #226408 in the subject line. This position will be posted until a suitable candidate is hired.

More details:

  • Hours: Full-time; 37.5 hours weekly with flexibility to work a Saturday rotation schedule, and various hours as required.

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we’re run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships; and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 25,000 members and have reached over $2.16 billion in assets.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Financial Advisor

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

The bigger picture

We’re looking for an agile and adaptive person with a strategic mindset to come on board as a Financial Advisor. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How you’ll be spending your time

  • Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
  • Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
  • Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
  • Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

  • Experience working in the financial industry
  • Experience working in a customer care/customer service role
  • Experience in portfolio management
  • License and experience in selling Mutual Funds is required; or working towards designation
  • First Canadian Title Training
  • Registered Retirement Consultant designations; or working towards this designation

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives
We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on October 16, 2022 so apply now! If you have questions about this position, please contact Shaulen Lang at shaulen.lang@conexus.ca.

Financial Specialist

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve?  Would you thrive in an environment committed to providing exceptional service and individualized financial advice?  Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?

_______________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the LeRoy branch. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

  • Build value-based relationships with colleagues and members
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
  • Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
  • Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
  • Industry experience preferred, with a demonstrated ability to gather assets
  • Sales-oriented background with a strong understanding of the sales process and business development

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before October 10, 2022, to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Financing Specialist

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a self-motivated individual to come on board as a Financing Specialist in Saskatoon. We are also open to consider candidates in Prince Albert or Humboldt. You must be passionate about helping local businesses succeed and comfortable working both independently and as a part of the team. You will contribute as a key member of our team alongside business advisors by utilizing your strong business, financial and credit analysis skills to identify opportunities for enhanced solutions and providing recommendations that support our members financial well-being.

 How you’ll be spending your time

  • Providing high quality business and financial analysis to support the underwriting of member credit needs and annual reviews
  • Demonstrating responsible credit and risk analysis and assessment to provide strong credit recommendations
  • Collaborating with business advisors to identify opportunities to provide enhanced advice that supports and improves the financial well-being of our business members
  • Keeping up-to-date on industry trends

The way people describe you

  • Highly analytical with a proven track record in financial and credit/risk analysis
  • Attentive to detail, strong organizational and multi-tasking skills and ability to deliver on timelines
  • A collaborator who supports individuals, teams, projects and initiatives within our organization to help us build and grow member relationships
  • An ace at details, who’s highly accountable and delivers on expectations

The experience you bring

  • 2+ years in a business lending role
  • Well-developed credit underwriting and risk assessment ability
  • Financial statement analysis including ratio analysis and cash flow
  • CSI Moody’s Certificate in Commercial Credit (CICC) or willingness to obtain this designation
  • Post-secondary education in Business, Finance, or Economics is an asset

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on October 4, 2022 so apply now! If you have questions about this position, please contact Heather Howland at heather.howland@conexus.ca.

Vice President Member Experience

Vice President-Member Experience

 

Valley Credit Union, Nova Scotia, is a full-service financial institution with 7 branch locations, 55 employees, and over $ 220 Million in assets.  Located in Nova Scotia, within the Beautiful Annapolis Valley.  Valley Credit Union has an immediate need for Full Time Vice President of Member Experience.  The position will be based out of Valley Credit Union’s Head Office located in Cambridge N.S.

 

Position Summary:

Reporting to the President and CEO, the Vice-President, Member Experience is responsible for providing executive-level strategic leadership and direction, as well as being accountable for development and prudent management of the credit union’s lending portfolio. The incumbent plans, directs and controls the lending activities including account administration, credit extension, and business development functions in accordance with established policies, procedures, and regulatory requirements.

 

Key Responsibilities:

  • Plans, organizes and directs the asset quality control including, but not limited to, Line of Credit limits; delinquency control; loan loss exposure reduction procedures, and transactional and 3rd party risk. Oversees the completion of credit related reports and ensures quality of applications and documentation.
  • Supervises and coordinates the work of the Regional Manager, Member Experience; Manager, Credit Risk; the Senior Commercial Relationship Manager, and the Marketing Manager. Responsibilities include strategic planning, assigning, and directing work; providing ongoing coaching to reinforce positive behaviours and address performance issues as they arise; conducting performance reviews; addressing complaints and resolving problems. Recommends various personnel actions including, but not limited to, rewarding, promoting, re-assigning, discipline or termination.
  • Develops, recommends, implements, and monitors loan approval procedures including approval of loans, mortgages, and credit lines; establishment of approval limits for lending personnel; reviewing approved loans for quality and adherence to policy; addressing areas of concern; taking corrective action on potentially deteriorating situations.
  • Supervises the activities of the commercial lending function including mentoring senior staff, providing guidance on complex files and key relationships, and engaging with AC Lending Services and CUDIC when necessary. Periodically reviews approved/advanced loans to ensure risk and pricing are appropriate and that adequate security is place and is properly registered and documented
  • Coordinates the creation and implementation of Branch Business Plans. Monitors branch progress against established objectives. Provides ongoing feedback, recommendations, recognition as appropriate and develops and implements corrective measures as required.
  • Monitors credit union procedures and results in the lending services area and initiatives and/or recommends improvements to advance efficiencies and effectiveness.
  • Attends/delegates attendance at Credit Committee meetings and follows-up on items arising from the meetings.
  • Promotes the credit union’s image in the community through attendance and participation in community organizations and events. Makes public presentations at events such as schools, colleges, universities, local service groups, job fairs, etc.
  • Provides substantive input on the operating budget annually and is responsible for ensuring that the required sales and relationship activities required to achieve it are in place. Monitors results and takes corrective action as appropriate.
  • Acts as back-up to the President and CEO in his/her absence, excluding matters of finance and operations.
  • Adhere strictly to Anti-Money Laundering and Terrorism Financing (AMLTF) compliance
  • Completes other projects and duties as assigned.

 

Qualifications and Experience:

The Vice President, Member Experience have successfully completed a Bachelor’s degree with an emphasis in Business or Commerce plus have six to nine years senior management experience in a financial institution with knowledge of Retail and Commercial Lending,  or equivalent combination of training and experience. Must have strong leadership experience.

We Offer:

  • Outstanding culture and opportunity to join an engaged and community-focused team.
  • Tuition reimbursement, training, and personal development.
  • Competitive compensation and benefits with performance-based initiatives.
  • Generous benefit package including Flexible Health and Dental Plan (paid 100% by employer), sick time, personal days and up to 6% contribution with employer match in a Defined Contribution Pension Plan.
  • Additional employee perks including but not limited to: Wellness Credit and reduced rates on employee loans/mortgages and no service fee banking.

If you are interested in joining a Team that believes in going the extra mile, please submit your cover letter and resume outlining your qualifications to, Nicole Trentelman, at ntrentelman@valleycreditunion.com   quoting job number VCU-VP-2022

 

All offers of employment are condition upon the acceptance of an Individual Fidelity Bond Application, which includes a criminal records and credit checks.

 

Valley Credit Union is an equal opportunity employer, who embraces diversity, all persons regardless of race, colour, sex, age, national origin, religion, sexual orientation, gender identity and/ or expression, are encouraged to apply.   This opportunity is available for candidates legally entitled to work in Canada.

Applications will be accepted until the position is filled, only those selected for an interview will be contacted.

Loans Processor

Do you love providing Member’s with the financial confidence they need to succeed in any direction they choose?  Do you know your individual contributions make a difference and do you love removing complexity and frustration from people’s lives?  We’re seeking a motivated individual who has an energetic and exciting approach to life, that works independently, as well as part of a team, and demonstrates these qualities:

  • Strong focus on members
  • Strong personal commitment to professional development
  • Good analytical, relationship, interpersonal, communication, presentation, and team skills
  • Curiosity and the ability to question the status quo
  • Creative and open minded when looking for solutions
  • Loves to collaborate with diverse teams to solve complex problems
  • Passionate about efficient execution
  • Communication – Build constructive relationships, communicate effectively with internal and external members, and have a great time doing it

Crossroads Credit Union was founded on understanding the real needs of our member-owners, this has been at our core, so our purpose and our value proposition have been developed based on our member-owners voice.  Our members are the center and their needs drive everything we do.  We want to help our members make decisions at each of their personal and financial “CROSSROADS” and help them chapter by chapter.

Some of the key responsibility areas of the Loans Processor are:

  • Reviewing loans submissions, creating security documents, commitment letters, and lawyers’ instructions according to approved terms and conditions.
  • Managing ALL communication with lawyers – reviewing and confirming accuracy of all Lawyer prepared documents & signatures
  • Monitoring security documents, checking documentation for accuracy, and reviewing loans conditions before disbursal.
  • Monitoring and logging completion of conditions precedent, advising lenders/analysts of outstanding conditions in a timely manner.
  • Registering, tracking, and following up on all security documents to ensure accuracy and proper registration/charge.
  • Addressing or directing issues to appropriate resources for resolution, ensuring a seamless member experience.
  • Processing new loans, inputting into system, doing LTO searches, if necessary, and registrations.
  • Setting up facilities, pre-authorized payments, and collateral records on internal banking system.
  • Processing all retail, commercial/agricultural loan dispersals, advances (including progress advances) and fees, according to Crossroads Credit Union policy and guidelines.
  • Following up with Relationship Advisors and Business Analysts regarding incomplete all loan files regularly until completed, using check list.
  • Loan administration and creation of month end and quarterly reports as necessary
  • During various loan audits, providing support and provision of information as necessary.
  • Aid the Associate Manager of Credit Risk as required.

We pledge to know our members better than anyone else to provide the best possible service and advice.  We achieve this through developing meaningful relationships.  We want to ensure our member-owners’ financial lives are better because they entrusted us.

Not everyone will be suited for this role.  To be considered for this role, we are looking for someone with:

Experience:

  • At least 3 years in a similar role with comparable goals and responsibilities

Education:

  • Applicable education or similar field. Knowledge of lending products is an asset.
  • CUIC 210 Consumer Lending and Lending Security Guide and the Law are an asset.

Skills:

  • You must be inquisitive and passionate about cultivating new relationships, a dynamic, advice- driven person who finds satisfaction in developing and recommending solutions to help our members achieve financial confidence and you must appreciate the value received from lifelong learning.

Does it sound like we are describing you?  If you’re not already with us in Crossroads Country, then you need to join us! To us Crossroads Country is not just a place, its a feeling.   A close-knit community of people, regardless of physical location, who through all seasons are united by prairie values.  It’s about grassroots, home towns, and cooperation.   This feeling of belonging to a family that is always willing to lend a helping hand is part of what makes Crossroads a direction worth choosing.

At Crossroads Credit Union, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, medical/dental/vision plan, and one of the best matching pension plans, we’ll provide you with perks, including:

  • Vacation that increases beyond legislated requirements
  • Wellness program
  • Work / Life Balance
  • Flex Time
  • Sick Leave – Duty of Care
  • Volunteer Time
  • Training & development
  • Education Day / Paid Education
  • Credit unions perks / free accounts
  • Service awards and recognition
  • Crossroads Clothing

Please do not delay in submitting your resume to Human Resources at hr@crossroadscu.ca.  We will begin reviewing submissions immediately and continue until we find the right hire. Our employees are very important to us; our staff work hard, and we are committed to making first-rate hires (just like them).

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