Occupation Types: Mortgage

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

Branch Manager

We invite you to lead a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun!

As the Branch Manager at our Downtown Branch, you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency and deliver on the SASCU Member Experience. The Branch Manager will coach the sales team to achieve results and implement SASCU’s sales and advice strategy and tactics. The Branch Manager will develop a proactive strategy to lead the branch to build a greater membership base and have a positive impact on the community.

What you’ll do:

  • Coach the branch team on branch objectives/goals and ensure teamwork to achieve the desired results.
  • Ensure effective use of campaigns to support achieving annual financial targets.
  • Build relationships with internal partners and keep informed of local market activities to support other business goals.
  • Implement SASCU service standards, processes, and plans.
  • Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs and resolve concerns.
  • Ensure strong and open channel of communication and collaboration within the branch team and across SASCU departments and subsidiaries.
  • Effectively lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.
  • Make staffing decisions (hiring, promotion, and corrective action) and participate in decisions made by the Manager, Member Experience to leverage the talents of the branch team.
  • Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of the credit union are met.
  • Manage and assigned portfolio of members, servicing their investing, lending, and general banking needs.

What you’ll bring:

  • Seven to ten years of financial industry experience, including at least three years at the leadership level.
  • Mutual funds license or willing to be licensed within a three-month period.
  • A degree or diploma in Business Administration is preferred.
  • Access to transportation and willingness to travel within the SASCU community.

You’re perfect for this role if you:

  • Demonstrate a results orientation in both sales and service.
  • Have an aptitude for business development and relationship building.
  • Possess excellent communication and interpersonal skills.

We invest in our employees by offering:

  • A competitive base salary ($93,200 – $116,600 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This position is full-time, Monday to Friday. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com

 

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Mortgage Specialist (Mobile)

Mortgage Specialist (Mobile) – Two Positions – (Yorkton and Area & Emerald Park and Area)

Closes January 12, 2024

Do you value strong business relationships, and do you like to try new things? At Cornerstone Credit Union we are expanding our team by introducing a mobile Mortgage Specialist role, and this could be you! Be the first person to take on a dynamic new role.

We’re looking for a subject matter expert in all areas of mortgage lending, including both construction and ready to move (RTM) financing to join our team at Cornerstone Credit Union! We are looking for a total of two Mortgage Specialists – one will provide service to Yorkton and area, and the other will provide service to Emerald Park and area.

As a Mortgage Specialist 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 goals. As a Mortgage Specialist your main objective will be to grow Cornerstone Credit Union’s residential mortgage lending portfolio. You will do this by delivering flexible mortgage lending solutions, providing professional expertise, and presenting timely mortgage advise all while creating exceptional member experiences for both new and existing members.

Specifically, we are looking for someone who has the ability to provide innovative and creative mortgage lending solutions and advise and who has/is:

  • working knowledge of CHMC and Sagen guidelines
  • a deep understanding of local markets and client base
  • strong working relationships with realtors, home builders and centers of influence
  • a flexible work schedule and location; is mobile and accessible to member needs – to meet when and where the member chooses
  • a self-motivated individual with an aggressive sales and service attitude
  • will work independently and effectively in a remote work environment

Post-secondary education in Business or a related discipline, with 3 to 7 years of progressive sales and service experience managing a diverse lending portfolio in a consumer banking environment and/or agriculture or small business lending (including mortgages) or an equivalent combination of both education and experience is the minimum requirement for this position. Having taken individual lending products & services courses and legislative training would be beneficial and if you know what makes Cornerstone Credit Union different or about the products and services we provide, that’s even better!

You’ll receive competitive compensation (base salary plus commissions), great benefits, and matched pension contributions along with other performance incentives and wellness perks. You have the advantage of working remote from either your own home or other office location of your choice within the community. You will set your own schedule but based upon serving member needs.

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 seventh straight year.

Choose a rewarding career at Cornerstone Credit Union.

~When applying, please select the posting directly related to the area you are interested in working from

Vice President of Credit

The Position:

The Vice President of Credit is responsible for management of all credit functions which includes leading a modern distribution network of financial services to meet members’ expectations, via retail and commercial services, credit functions and loss prevention. This position is also responsible for sound lending, loan growth, policies and procedures in all areas of credit including consumer, commercial, agricultural and collection functions. This position along with the Senior Vice President of Credit, will oversee the Loan Adjudication department to ensure it is functioning to full efficiency.

This position has regular and frequent contact with the CEO, other Vice Presidents, Management, and Branch Staff. External contact and good relations are required with lawyers, accountants, appraisers, members, prospective members, the Credit Union Deposit Guarantee Corporation, CUMIS, CUCA, and other similar sized Credit Unions. Contact with leading edge credit unions is essential for insight into developments in the industry.

The most important decisions made include those relative to: leadership, personnel selections, credit policies, loan products, services, maintaining a credit sales culture, loan recoveries, productivity and monitoring of corporate results.

The authorities delegated to this position include approvals as outlined in the “Signing Policy and Approval Limits” as determined annually.

The main focus of this position is agriculture, commercial and consumer lending.

It is the responsibility of the Vice President of Credit to create and oversee effective teams to satisfy the above.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/personal/aboutus/careers

The Person:

  • University degree in business discipline or acceptable alternatives.
  • 10 years’ progressively responsible lending experience in financial institutions with a minimum of 5 years in management and a network of financial institutions branches.
  • Excellent management, negotiating and organizational skills.
  • Demonstrated ability to lead a team and achieve results.
  • Experience in budgeting, project management, and supervision of all organizational operations.
  • Strong interpersonal and communication skills.
  • Can relieve the Senior Vice President of Credit or other Vice Presidents on a large number of administrative and managerial duties.
  • Must be comfortable and competent in a range of venues when there is a need to represent the organization at the request, or in the absence, of the Senior Vice President of Credit.

Compensation:

  • Comprehensive benefits package.

Position open until filled.

 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

 

Only those individuals invited for an interview will be contacted.

Manager, System Credit

About Credit Union Central of Manitoba

Credit Union of Manitoba (CUCM) is the trade association and service provider for the province’s 17 autonomous credit unions. CUCM’s purpose is to provide strategic leadership for credit unions, and to deliver high-value solutions that help each credit union achieve its vision.

The role

Reporting to the Vice President, Lending & Compliance, the incumbent plays a lead role managing all aspects of system credit, risk management, and loan adjudication while serving the growth and competitive needs of credit unions. As the Manager, System Credit, your role will encompass the following:

  • Directly manage, lead, guide, engage, develop, and encourage the adjudication team.
  • Form part of the system credit committee, responsible for managing system credit risk.
  • Provide input to strategies that support the Lending Services, Compliance, and Manual Departments business goals and objectives.
  • Provide consulting services to credit unions lending personnel and, where necessary, meet with Central’s legal counsel to discuss options.
  • Play a critical role in delivery of lending conferences and workshops.
  • Demonstrate loan portfolio management and risk mitigation for complex credit applications.
  • Provide input into Lending Services components of CUCM Enterprise Risk Management program.
  • Review and make recommendations to Model Loan Policy and credit union lending policies.
  • Develop industry resources to be available to credit union lending staff and keep apprised of all industry and market developments.
  • Communicate with all lending relationships inclusive of industry partners, credit union personnel, Deposit Guarantee Corporation of Manitoba, and other internal/external stakeholders.
  • Make recommendations to process improvements in Lending Services

The person

You bring strong relationship building skills, sound analysis and decision-making competencies and have a thorough knowledge of legislation pertaining to lending and of the commercial/agricultural marketplace.  You are a strong communicator. You are an expert negotiator with strong interpersonal skills with ability to diplomatically manage and attempt to reconcile conflicting demands and viewpoints, combined with personable and effective client management skills.

You a natural collaborator; driven by the challenge of change, with the ability to adapt your focus or approach based on what the situation requires. You are technologically savvy and up to date with technological developments as it relates to financial services.

Education & Experience

Your background includes a minimum of 5 years’ experience working in a similar capacity with a focus on Commercial Credit Adjudication. Experience with Agriculture Lending would be of benefit. Education equivalent to completion of three- or four-year bachelor’s degree, ideally in commerce or business administration, or related experience is required.

The Company

We offer an excellent total compensation and benefits package including an incentive pay program, an extensive community service program, training and development opportunities, and a work environment that engages and enables our employees to serve our members. The salary will relate to qualifications and experience.

We are committed to providing a safe, respectful, and inclusive environment where your unique background, perspectives and talent are valued.

Our office is located in downtown Winnipeg close to the Canada Life Centre.  In the current environment, employees have the ability to work from home.

Credit Union Central of Manitoba (CUCM) is the trade association for Manitoba’s credit unions and as such manages liquidity reserves, monitors credit granting procedures and provides trade services in areas such as corporate governance, government relations, representation, and advocacy. CUCM also provides human resources services, research, communications, planning, lending, compliance, and risk management services to credit unions. Manitoba credit unions jointly own CUCM and it is financed through assessments and fee income derived through its operations.

CUCM welcomes applications from people with disabilities.  Accommodations are available upon request during the assessment and selection process.

The salary will relate to qualifications and experience. The annual base salary range for this position is $115,000-$137,000.

Closing Date: Wednesday, December 31, 2023

To apply please go to: https://cucm.applicantpro.com/jobs/3144605

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.

Loans Officer

Bruno Savings and Credit Union Limited is seeking a lender to work out of our Bruno location. We are a $130M credit union servicing two locations and surrounding areas.
Our credit union credit portfolio is growing and this is a great opportunity for somebody that has 2-3 years of lending experience to become part of our growth story. The position will report directly to the General Manager.

The ideal candidate will be working directly with the lending team to service our existing membership base and to grow our lending portfolio.

At Bruno Credit Union; we pride ourselves on our dedication to meeting our member’s needs and our financial and volunteer support we provide in our communities.

The experience you bring:
– 2+ years of lending experience
– Understanding of financial statements and assessing risks
– Relationship Management skills
– Self-motivated individual that understands that the measurement of success is measured by the support we provide to our membership.

We offer a competitive compensation and benefits package.

Send submit resume via email to:
General Manager, Marcel Gauthier 
Email: marcel.gauthier@brunocu.com

Credit Adjudicator

The Position:

The Credit Adjudicator is a motivated, career-minded Credit Adjudicator responsible for evaluating and approving credit applications which exceed lender’s or branch limits. Additional responsibilities will include assistance in developing and implementation of credit policies and procedures as well as assisting our training department with lender focused training. Assist with special projects, and new business development tools and programs as required. Provide advice and direction to lenders and credit analyst regarding the analysis, structuring and negotiation of credit applications and related documentation.

Under executive direction, reporting to the Senior Vice President of Credit, the Credit Adjudicator will evaluate and approve credit applications within designated limits. Credit applications which exceed the credit adjudicator limits will be submitted to the Senor Vice President of Credit and/or Credit Committee. The position is responsible for ensuring that the approved applications meet acceptable risk requirements and provide a reasonable, risk‐based return on investment, in accordance with prudent lending practice, corporate lending policy, as well as regulatory and legislative requirements.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/en/about-vision/careers

The Person:

  • Seven to nine years of job-related experience is required for this complex position.
  • Excellent critical analysis and decision making skills are essential for success in this role. In addition, excellent oral and written communication, high attention to technical detail and proven ability to work effectively in a time sensitive and team environment is necessary for this position.
  • Cooperative or Credit Union industry experience is a benefit.

Compensation:

  • 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 Service Representative

Are you committed to helping others while working to grow and develop your own career path? Do you want to work with a great team who is here to support you every step of the way? Are you an energetic team member who is confident in consumer and agricultural lending? We might be biased but we think Radius would be a GREAT place for you to work!

We are seeking two (2) experienced, full-time Lending Service Representative to be based out of our Radville and Avonlea Branches.  Reporting to the Business Development Manager, responsibilities include interviewing members and potential members, analyzing loan applications, granting and/or recommending consumer, agricultural and commercial loans and mortgages and ensuring compliance with relevant legislation, regulations, policies, and procedures. The position is also responsible for cross-selling the full range of Credit Union products.

Preferred/Ideal Qualifications:

  • 2-4+ years of experience in consumer, agricultural, and/or commercial lending.
  • One year of related post-secondary education. (a combination of education and experience will be considered)
  • Ability to interpret complex member financial information, assess risk and determine product/service opportunities.
  • Proven success working in a client (member) service and goal-oriented environment.
  • Highly motivated with excellent interpersonal, communication, and time management skills.
  • A demonstrated commitment to ongoing professional development.

 The Credit Union / Organization: 

Radius Credit Union is a rural based community focused credit union with eight (8) branches, assets over $600 million and nearly 60 employees serving 5700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there are many opportunities for growth for career minded individuals. Our organization has branches in Avonlea, Ceylon, Earl Grey, Ogema, Pangman, Radville, Tribune and Torquay.

The Communities:

Radville: Radville is a small valley town in southern Saskatchewan with a small river, Long Creek running through the north end of the town providing fishing and recreation to the local families. Located only 35 minutes from the city of Weyburn, Radville is a community of close to 1000 and has both an elementary and high school in the community. A Regional Park, a 9-hole sand green golf course just west of town and great recreation facilities allow for local swimming and skating lessons, curling leagues and many hockey and baseball teams. The community also boasts a modern healthcare clinic, hospital, and long-term care facility.

Avonlea: Located in southern Saskatchewan, the charming community of Avonlea is a quick 45-minute drive from Regina or Moose Jaw. A thriving village, Avonlea has a strong local business core, a variety of indoor and outdoor recreational facilities, a K-12 School, grocery store and more. Avonlea features many easy to access local and nearby attractions including the Long Creek Golf & Country Club, Dunnet Regional Park, Claybank Brick Plant National Historic Site, the dirt hills, badlands and much more.

Compensation:

Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

If you are interested in becoming a part of our team, please submit your resume, in confidence, on or before October 11, via email or mail to:


Radius Credit Union
Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, HR & Marketing Coordinator
michelle.leonard@radiuscu.com

Posting will remain open until a suitable candidate has been hired. We appreciate the interest of all applicants; however only those under consideration will be contacted.

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