Occupation Types: Mortgage

Financial Services Officer

Opportunity:              Full-Time Financial Services Officer

 

Osoyoos Credit Union (OCU) is seeking to fill a position for a full-time Financial Services Officer at our Osoyoos/Rock Creek location. Applications will be accepted until filled.

 

Why Us

 

Working at OCU is different than working anywhere else, and we are proud of it. We do not just say it, we live it. We are a co-operative organization owned by our members, so our customers are our owners. We treat our members and our staff like a family. In fact, community is so important that we consider it one of our core values and here is how we show it:

 

  • Annually supporting non-profit organizations through our Community giving fund.
  • Presentation of 3 scholarships and 1 bursary each year to deserving local students.
  • A staff volunteer
  • We are a living wage employer.
  • 75 years of legacy in our community.

 

Qualifications:

 

  • Enjoy meeting new people and are at ease getting to know
  • Understand the importance of community and regularly demonstrating it.
  • Enjoy learning and experimenting to find simpler processes to accomplish tasks in less
  • Can make quick and informed
  • Independent, professional leader with strong problem-solving
  • Ability to focus on needs, while remaining calm and
  • Eye for detail while keeping the big picture in
  • Previous work experience in lending and investing.

Submit your cover letter and resume to Greg Sol, CEO: gsol@ocubc.com

Please include “Full-time FSO” in the subject line. We thank all applicants for their interest; however only those selected for an interview will be contacted.

Fulltime FSO 2021-08-23 OCU Job Description – Financial Services Officer

Lending Service Representative

Job Profile:

We are seeking an experienced, full-time Lending Service Representative to be based out of our Ogema Branch.  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 collection activity and cross-selling the full range of Credit Union products.

Minimum Qualifications:

  • 2-4+ years of experience, 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 sales, 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 seven (7) branches, assets over $440 million and nearly 50 employees serving 4700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there is ample opportunity for growth for career minded individuals.

The Community:

Located in the “Deep South”, Ogema is an energetic and thriving community. Ogema is quickly becoming a destination for tourists coming to “ride the rails” on Southern Prairie Railways tourist train, visit the fully restored CPR Train Station, and the Deep South Pioneer Museum. Ogema has a K-12 school, daycare, a new community hall attached to the skating rink, curling rink, and coming soon a brand new swimming pool, which are all located in the Regional Park.

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, via email or mail to:


Radius Credit Union
Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, Manager of Governance & Communications
michelle.leonard@radius.cu.sk.ca

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.

Mortgage Specialist

Mortgage Specialist

Location – Fort St. John

Looking for a career change? If you are working in the automotive or real-estate market and are looking for a change, North Peace Savings is looking for a sales driven individual to join our team of retail advisory professionals.

The Mortgage Specialist is a residential lending expert with proven sales and service experience within the financial industry generating their own leads for the sale of mortgages and related mortgage life and disability insurance.  You will be responsible to build and maintain a solid referral network within the community, Realtors, Brokers, Builders, Lawyers and Financial Planners.  You will be a highly motivated, dynamic individual that is results orientated with expert follow up skills and the ability to work through various unique applications.

If you are a proven business developer with excellent sales, service and marketing skills, have an expert knowledge of mortgage underwriting including proven expertise in construction mortgage financing, excel in relationship building and negotiations and have the ability to work independently with confidence, we are interested in hearing from you.  Please provide a cover letter and résumé in confidence to:

Olivia Young, Senior Manager, People and Culture
North Peace Savings and Credit Union
10344-100th St
Fort St. John, BC, V1J 3Z1
E-mail: careers@npscu.ca

For a complete role description, visit:  www.npscu.ca

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

Manager Lending Admimistration

Manager Lending Administration

Are you looking for an ambitious new career?

We are seeking an experienced Lending Manager to become part of the FNBC Family!

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide our employees the opportunity to advance in their career.

The Role: 

  • Serve as the subject matter expert for the retail and commercial lending administrators and perform the role of the Lending Administrators as required.
  • Mentor, coach and oversee the Lending Administration staff.  Ensure they have the skills, knowledge and resources to perform all aspects of their job successfully.
  • Construct and manage systems, processes, and procedures to ensure accurate and timely processing.  Monitor efficiencies and continually look for ways to improve processes.
  • Lead and assist with various lending projects from start to finish including the development, testing, and implementation phases.

Location:  This position is based at our head office in Saskatoon for a Monday through Friday work week.

Qualifications:

  • Minimum 5 years of experience in lending administration.
  • Minimum 2 years of management experience.
  • Comprehensive knowledge of related regulations of banking operations, products and services, and documents required for all types of loans.
  • Ability to communicate effectively through speaking, writing, and listening.
  • Excellent leadership skills with the ability to motivate staff.
  • Demonstrate a commitment to accuracy and quality while meeting goals and deadlines.

Put your lending experience and knowledge to use in overseeing our Lending Administration department.

Please submit your cover page and resume to:  hr@fnbc.ca

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

VP Commercial and Retail Credit

Help Improve our Member Centricity and Grow our business!

 

We have an exciting opportunity for someone to oversee the strategic management of our commercial and retail lending portfolio.

 

We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community.  We are open to a remote work arrangement, with travel to the Sunshine Cost as business needs require, or join us on the beautiful Sunshine Coast and get the best of both worlds – a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

 

What You’ll Do

Under executive direction, this role provides the vision and strategic leadership to facilitate the growth and sustainability of SCCU’s credit services with a focus on commercial and small business operations through all business channels. This position is responsible for leading and managing the credit operations to improve commercial and the retail member’s financial wellbeing while providing a rewarding member experience. This role supports the development and implementation of transformational service and drives the achievement of sales and performance targets in the Commercial and Retail team’s credit and investment operations to support the growth and sustainability of the credit union. As a member of the executive team the position has shared accountability for the overall health and effectiveness of the organization.

 

What Does the Ideal Candidate Bring?

The preferred candidate has completed a bachelor’s degree in business or a related field along with a minimum of 10 years of progressive experience in the financial industry including a minimum of 4 years in a senior leadership role, with a minimum of 6 years commercial/sales management.    We are looking for an individual who would like to grow their financial services career with us. The successful candidate will be someone with proven strong leadership and strategic vision.

 

About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.

 

How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to:  yourfuture@sunshineccu.net.  The posting is open until filled.  We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Advisor

Create your future with SASCU. 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)! Add in a competitive salary and benefits package, along with perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As an Advisor beginning at our Sicamous Branch, 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 and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio.
  • Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products).
  • Interview loan applicants, analyze their finances, and make recommendations.
  • Service and manage estate accounts within an assigned portfolio.
  • Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
  • Perform front line duties as required.
  • Take personal responsibility for delivery of the SASCU Member Experience and contribute to the team creation of a warm and welcoming environment.

 

What you’ll bring:

  • One year of post-secondary education.
  • 2-4 years financial services experience with demonstrated sales skills.
  • A solid understanding of financial services policies and procedures, and branch and specialist roles is an asset.

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
  • Possess a high level of ownership, accountability, and initiative
  • Are committed to continuous learning and self-development

This position will be based in the Sicamous Branch for one year. At the end of the year, the Advisor will move to another location within SASCU’s branch network in Salmon Arm, Sicamous, or Sorrento.

This position is full-time, Tuesday to Saturday and working within the operating hours of the branch. 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.

 

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 $900 million in assets. Learn more at www.sascu.com

 

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

 

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

 

Mortgage Relationship Manager

We’re hiring a Mortgage Relationship Manager

​

Role and responsibilities

Aldergrove Credit Union is expanding their Retail Banking team! We are looking for a Mortgage Relationship Manager to help us keep members at the center of everything we do.

The Mortgage Relationship Manager proactively seeks to grow and deepen Aldergrove Credit Union’s relationships with current and future members through outstanding advice and service in mortgages and lending. They will also work collaboratively with their credit union counterparts in retail banking, wealth management, insurance and business/commercial banking to promote the overall financial health of members through referred relationship connections.

​The successful candidate will be driven by a values-based, community and member focus and have strong communication, networking, collaboration, and relationship building skills as well as a desire to serve the needs of the unique membership within the Fraser Valley.

Key responsibilities

Business development Actively identify initiatives and activities that will grow mortgage business and pursue opportunities for growth through a variety of sources
Lending  Structure mortgages, consumer loans and other lending products
Promotion and collaboration Seek opportunities to collaborate with other sales channels and partners within the credit union including retail banking, wealth management, insurance and small business/commercial to offer and promote additional products and services to members as needs are identified
Community involvement Actively promote Aldergrove Credit Union through involvement in community groups and events

Skills and attributes

Networking Actively identify and engage in activities within the community and strategic groups that will grow relationships, heighten our visibility and promote further trust in our brand
Relationship building Build, maintain and seek relationships that support the success of members and Aldergrove Credit Union
Risk assessment Ability to identify and mitigate risk on behalf of the credit union through a strong understanding of the credit process and a demonstrated ability to exercise a high level of due diligence and sound judgement
Communication Strong interpersonal communication skills, both written and verbal

Experience and education

  • 5 years experience in the financial industry with strong lending / credit adjudication experience. Minimum two years retail lending experience
  • Mortgage broker experience an asset
  • Degree or diploma in finance, commerce or business administration or equivalent industry experience
​​

How to apply

If you’re interested in this position, please email your cover letter and resume to careers@aldergrovecu.ca.

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