Occupation Types: Mortgage

Director, Commercial and Retail Credit Risk

At ABCU Credit Union Ltd. (ABCU) our culture is based on our passion to be financial professionals that are dedicated to doing what is right for our credit union and our members. We embrace employee strengths and strive to empower employees to make the right decisions quickly and accurately every day. Ensure your team has the tools to deliver a meaningful member experience in an environment that values and supports their contributions.

The Director, Commercial and Retail Credit Risk is a member of the Senior Leadership team required to supervise and oversee the Credit Risk Strategy, credit policies and execution of ABCU’s overall credit risk management processes. This is achieved by full ownership of all aspects of lending including policy, loan origination, forms, procedures, collections, and training programs and indirectly responsible for contributing a seamless credit experience across all touchpoints.

This role attends Board meetings and is required to provide quarterly business updates to the Board of Directors and field any questions they may have.

Credit Risk Management Expertise:

  • Have expert knowledge in credit adjudication and be the subject matter expert in all aspects of credit risk management.
  • As chair of ABCU’s Credit Committee, create a dashboard to provide the Board with an overview of the lending volumes, trends, pricing, delinquency, and other information needed to provide the Board with enough information for governance and oversight.
  • Develop the annual Credit Risk Management Policy (CRMP) policies and risk appetite statement and seek CEO approval prior to Board approval.
  • Be the expert with your knowledge and understanding of ABCU’s CRMP policies as they pertain to all lending.
  • Ensure ABCU’s lending portfolio remains within the CRMP risk tolerance and CUDG Corp guidelines for business mix.
  • Be the key relationship owner with CUDG Corp regarding the lending files.
  • Ensure no credit request submitted to CUDG Corp is without your oversight, comments, and support.
  • Establish appropriate loan pricing based on risk and member relationship with new and renewing loans.
  • Provide direction and expertise to deliver a digital lending platform that supports the evolving needs of the membership.
  • Strive to make the borrowing processes simple and efficient to support improved member access through electronic channels.
  • Ensure the lending handbook is reviewed and updated annually to reflect any changes.
  • Work with the CEO on the niche market strategies specific to commercial and retail services and execute effectively.
  • Create loan training programs to ensure employees have the capability to provide lending advice to members.
  • Work with people leaders to ensure that all loan trainees are meeting expectations through observations and audit processes.
  • Have working knowledge of retail banking and wealth management.

Experience Required:

  • Post secondary degree or diploma required.
  • Comfort and ability to work with a high level of detail/accuracy.
  • This is predominantly a self-managed role.
  • Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
  • The ability to work efficiently without sacrificing accuracy is essential.
  • 10-15 years of job-related/industry experience.
  • Completion of CUIC General Studies Program preferred or working towards (may be waived depending upon position).
  • A combination of post-secondary education and work experience will be considered.

Interested candidates please provide a cover letter, salary expectations and resume to:

Cindy Bennett, COO

ABCU Credit Union

general@abcu.ca

ABCU thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: position will remain vacant until a suitable candidate is identified.

Branch Manager

The Position:

The Branch Manager shall direct and manage all branch activities in order to achieve specific goals and targets. Serve our members to the highest standards so that Vision Credit Union Ltd. can increase brand equity and reputation. Invest time and money in our organization’s personnel to ensure high retention rates, and attract qualified applicants. This position oversees that the staff performs all operational functions while conveying a feeling of trust, security and satisfaction to members and staff.

This is a full time permanent position.

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

The Person:

  • Agriculture Industry experience or 2-3 years of agricultural lending experience.
  • Minimum 5 years of credit granting or other financial institution lending experience.
  • Proven management, coaching and motivational skills including exposure to all areas of lending, banking floor and accounting.
  • Ability to deal with people sensitively, tactfully, diplomatically, and professionally at all times.
  • Superior time management skills, multitasking skills, and the ability to prioritize tasks with minimal supervision.
  • Exceptional conflict resolution, negotiation, and objection handling skills.
  • Cooperative or Credit Union industry experience is a benefit.

Compensation:

  • Salary range $85,000 to $110,000/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 Support Administrator (2 Positions)

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
The Lending Support Administrator processes loan documentation and subsequent loan maintenance in the banking system; researches and resolves operational and credit related issues and service requests; develops and maintains lending procedures; and administers and reviews security and loan parameters. This is a high-paced position which includes time sensitive deadlines, large dollar transactions and attention to detail. These are permanent full-time opportunities and based out of our Saskatoon office, which is located on First Nations land.

About You
You must be a team player with exceptional communication skills, a multi-tasker who can manage their time effectively and an individual who can problem solve and actively seek opportunities for improvements. You must have successfully demonstrated the ability to work in high volumes and in fast paced environment; have the ability to make decisions and be accountable for those decisions. You must have excellent PC skills, including: Word, Excel,
DNA; knowledge of ProLender, CUMIS iCLIC, DRVA and cView. A commitment to continuous learning and development is required.

You must have:
• Post-secondary education in business preferred
• Four (4) years’ experience working in a lending or lending support role
• Knowledge of set up of loans within the banking system
• Pro-active response to Advisor requests and issue resolution
• Familiarity with lending reporting and the ability to quickly identify and resolve areas that require action
• Knowledge of or experience with ISC/PPSA and Land Titles/Corporate Registry
• Knowledge of First Canadian Title, CMHC and Genworth as well as Concentra Financial Services Out of Province Mortgage registration/discharge of mortgages system
• Acceptable criminal record and credit checks

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 May 5, 2023.

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

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 Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Financial Services 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 account and deposit products, investments, and consumer lending products and services with some potential for small business/ag loans.

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

As a Financial Services 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 one to four years 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

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

What do we offer?

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

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca by end of day on Sunday, March 12th, referencing competition #233103 in the subject line.

More details:

  • Hours: 37.5 hours weekly.  Permanent full-time. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m.  Flexibility to work outside various hours is required for travel, events, and member meetings.

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we are 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 29,000 members and have reached over $2.5 billion in assets.

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

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 Credit Union 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

Senior Advisor

Create your future with SASCU Credit Union! We invite you to be part of a team where you can feel good about the work you do and the positive impact on 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 a Senior Advisor at SASCU, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

 

What you’ll do:

  • Advise members on a full range of deposit and investment products (including new accounts, mutual funds, registered products, and term deposits).
  • Advise members on personal and small business lending products and services (including mortgages, loans, lines of credit, credit cards, and associated insurance products).
  • Service and manage an assigned portfolio of estate accounts.
  • Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
  • Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.

What you’ll bring:

  • Two years of post-secondary education or equivalent.
  • At least 4-6 years of progressive financial services with demonstrated sales skills.
  • Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.

You’re perfect for this role if you:

  • Have demonstrated sales skills – promoting and selling financial products and services
  • Have strong organizational and time management skills
  • Are an excellent communicator with strong interpersonal skills and demonstrated leadership ability
  • Possess a high level of ownership, accountability, and initiative
  • Are committed to continuous learning and self-development

We invest in our employees by offering:

  • A competitive base salary 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, a flexible “Floater Day”, 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 is a full-time, Monday to Friday position. 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 19,000 members, 150 staff, and $1 billion in assets. Learn more at www.sascu.com

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Advice Coach

This is a great opportunity to contribute to a dynamic and community-minded organization!

We invite you to be part of 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. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)!

The Advice Coach is a subject matter expert and source of support for all aspects of SASCU’s advice/sales programs, skills, and expectations. The Advice Coach reports to the Director, Banking and continually enhances and advances SASCU’s Coaching Program, including being a resource to the Training Department (e.g., classroom training, webinars, supportive communications, job aides). This position leads the ongoing sales management disciplines of coaching (including observational) and on-demand training to sales positions in SASCU’s branches and Contact Centre.

*This is a new position at SASCU, and its accountabilities and the reporting relationship may evolve over the course of an initial one-year pilot. The successful candidate will be integral to the outcome and success of the pilot.

 

What you’ll do:

  • Observe, coach, and develop live interactions to ensure sales staff are following the service program to deliver a consistent experience throughout SASCU branches and the Contact Centre.
  • In collaboration with branch leaders, work to support individual development plans as they relate to sales and service.
  • Support branch leadership through development and provision of ongoing coaching material and ensure alignment with existing sales models.
  • Contribute to the performance review process by providing input into staff performance reviews through regular updates, feedback, and post-coaching debriefs.
  • Collaborate with internal partners (e.g., the Marketing Department) to develop and deliver internal sales campaigns that support business development and growth.
  • Actively and continually seek and identify opportunities for continuous improvement and increased efficiencies; recommend and share ideas for improvements.

 What you’ll bring:

  • A post-secondary degree or diploma is preferred.
  • 4 to 6 years’ experience within financial services and/or sales leadership.
  • Registered as a mutual funds representative or willing to be licensed within a three-month period.

You’re perfect for this role if you have:

  • Knowledge of the features and benefits of lending and investments, including mutual funds.
  • Demonstrated leadership ability, including experience mentoring, coaching, and change management.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High level of ownership, accountability, and initiative.

We invest in our employees by offering:

  • A competitive base salary 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, a flexible “Floater Day”, 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 is a full-time, Monday to Friday position. It 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.

 

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 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.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.

We thank all candidates for their interest; however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Mortgage Specialist

Mortgage Specialist

Swift Current and Area

Simplifying banking for Canadians – it’s simple but bold. Here at Innovation Credit Union we reward forward thinking, results driven, digital risk takers who are looking to break barriers in traditional banking.  As a Mortgage Specialist you’ll fully immerse yourself in our cloud-based VeriPark environment, offering doorstep banking options with the flexibility to meet your members unique schedules while having access to collaborative tools & training at your fingertips. Our goal for the future is to promote and maximize the development of our residential mortgage portfolio. To do this we need to get creative… 

If we happened to meet you at a community event, how would you catch our attention? Do you consider yourself to be entrepreneurial, an emerging leader in communications and technology, an influencer or someone who lives for a strong company culture?  This fluid position will require you to be more, but trust us, the rewards are there. Our Mortgage Specialists pride themselves on being relationship & rapport experts with proven success in lending. They work as a team, not competing for commission but to do right by our members as we SERVE. SOLVE. SELL. This role is not a job, it’s a career opportunity with a total compensation package!

Here is what’s in it for you: 

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

Visit the CAREERS page of our website www.innovationcu.ca to learn more and apply!

Farm and Business Advisor

Farm & Business Advisor – Emerald Park Branch

Join the Cornerstone Crew!

Be Part of Something . . . .

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Emerald Park branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals.

Reporting to the Manager, Farm & Business, you will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. Through the management of diverse accounts, you will manage an assigned Farm & Business portfolio consisting of medium market commercial enterprise and agriculture accounts.

What We Are Looking For . . . .

To be considered for a Farm & Business Advisor at this level you must have a minimum of 5 to 7 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with professional qualifications by degree or combination of education and experience.

We are seeking a candidate who can handle whatever is thrown their way. We want someone who is driven, sharp, figures out problems and enjoys talking to people. A sense of humor is required. If it sounds like we expect a lot – we do. We’ve created a “MemberFirst” workplace that we are passionate about.

What You will Receive . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!

On top of earning a bi-weekly paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

Formal & informal development opportunities offering challenge and growth.

The opportunity to be an integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.

Opportunity to create connections that will establish you as the go-to-expert in the community.

We Say We Care, and We Mean It ♥

Cornerstone Credit Union has been named one of Saskatchewan’s Top Employers for 2022! This is the 6th consecutive year we have received this recognition.

We serve approximately 39,000 members in 15 branches, employ around 280 people and manage assets of about $2.1 billion.

We are a Cornerstone family; fun, inclusive, supportive and respectful.

Wouldn’t you want to be a part of that!

Check out our website at www.cornerstonecu.com.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/245017-37571.html

Branch Manager Trainee

The Position:

The Branch Manager Trainee is a mobile position and must be willing to relocate to Rural Alberta/East Central Communities.

The Branch Manager Trainee is to train on all aspects to become a Branch Manager. The Branch Manager Trainee shall direct and manage all branch activities in order to achieve specific goals and targets. Serve our members to the highest standards so that Vision Credit Union Ltd. can increase brand equity and reputation. Invest time and money in our personnel to ensure high retention rates, and attract qualified applicants. This position oversees that the staff performs all operational functions while conveying a feeling of trust, security and satisfaction to members and staff.

This is a full time permanent position.

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

The Person:

  • Minimum 5 years of credit granting or other financial institution lending experience.
  • 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:

  • Salary range $60,000 to $80,000/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 780-679-5996

 

Only those individuals invited for an interview will be contacted.

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