Occupation Types: Mortgage

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.

Senior Financial Advisor

Senior Financial Advisor

Location – Fort St John

2 Positions Available

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Senior Financial Advisor for our Fort St John Branch.

Reporting to the Senior Manager Retail Advisory, the Senior Financial Advisor must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities to further deepen the engagement with the member.  The Senior Financial Advisor is able to provide appropriate education, advice, products and services to meet the varied need of Senior Financial Advisor will be responsible for maintaining up to date knowledge on all NPSCU deposit and lending products for appropriate referral opportunities.  In all activities, ensures prudent risk management is followed to protect the Credit Union.

The successful candidate will be an enthusiastic, outgoing individual who works well on their own, takes initiative, is self-motivated, is effective at developing business through relationship building, and has strong communication skills to present ideas and information in a clear and easy to understand manner.

If you are you a goal orientated individual with an aptitude for business development and relationship building, excellent sales and service skills, are detail oriented, and have the ability to work independently with a strong passion for sales and a commitment to superior member service we want to hear from you!

If interested please submit cover letter and resume to careers@npscu.ca

 

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.

Loans Officer – (Ottawa & St. Catharines, ON)

We are a thriving credit union, known for extraordinary customer service that has deep roots in the community. The company serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Loans Officer in each of our Ottawa and St. Catharines branch locations.  You will report directly to the Branch Manager.  As the Loans Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Loans Officer will:

  • Market the credit union’s products and services by promoting, up selling and cross selling a full range of lending and investment vehicles.
  • Actively solicits new sales opportunities through warm and cold calling potential community businesses as well as through staff referrals.
  • Maintains a high profile within the branch trading area and actively seeks out opportunities to build and foster relationships with members, non-members and business contacts.
  • Champions the credit unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions.

 

Duties and Responsibilities:

  •  Identifies opportunities to promote, up sell and cross sell credit union lending products including consumer loans, mortgages, lines of credit and credit cards.
  • Being a product specialist, providing good financial advice by identifying services members need.
  • Qualifies all loan and mortgage opportunities by conducting member interviews, analyzing relevant financial information, verifying loan application information and investigating other variables affecting loan viability.
  • Approves loans and mortgages within discretionary limits; makes recommendations for approvals or declines to next level management if outside discretionary limits.
  • Prepares and processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
  • Develops a process for early identification of problem accounts and promptly takes action to minimize risk; initiates ‘soft’ collection activity by following up delinquent accounts.
  • Develops a process to identify investment, loan and mortgage renewals; initiates contact with member to maintain accounts and relationships.
  • Meet sales targets for non-interest income products.
  • Promote, recommend and explain digital services to members.
  • Represents the credit union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
  • Maintains strict adherence to credit union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.
  • Performs other related duties as assigned by next level management as, and when, required. This may include opening member accounts, producing reports, assisting members with regular transactions and assist Member Service staff.

 

Our Ideal Candidate:

  • Completion of a post-secondary degree with a concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience.
  • Minimum of 2 years experience in credit underwriting; and generating mortgage and loan business in a credit union or other financial institution.
  • Able to demonstrate knowledge of member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills.
  • Excellent communication and negotiation skills.
  • Strong team player; working collaboratively in a small branch setting.
  • Proven experience in sales.
  • Confident, self-starter, proactive
  • Flexible and demonstrates high degree of adaptability, able to organize effectively and manage multiple priorities
  • Computer literate – Word, Excel; PowerPoint, Outlook
  • Embrace learning and utilizing new technologies
  • Bilingual – English, and Ukrainian an asset

 

Job Specifications

Key Relationships

  • This position interacts with credit union members, all branch positions and members of the community, including the business community within the branch trade area.
  • This position plays a role in transferring skills and knowledge to others.

Working Conditions

  • A standard office environment is provided however due to the nature of the business, there is risk of exposure to hold-ups and threats.
  • Travel to various credit union and meeting locations within the province may be required.
  • Works with confidential and/or sensitive information and must maintain confidentiality at all times.
  • Concentration is required when working with computer systems.
  • Regular interruptions by staff and members (unscheduled appointments)
  • Required to assist with branch housekeeping

Please note Ukrainian Credit Union Limited has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please let us know so that arrangements can be made for the appropriate accommodations during the recruitment and selection process.

For consideration, please submit your resume and application, specifying which location in your subject heading (Ottawa-Loans Officer or St. Catharines-Loans Officer) by email to Andrew Rozanec, Human Resources Manager, arozanec@ukrainiancu.com

We thank you for your interest. Only those selected for further screening or an interview will be contacted.

Mobile Mortgage Specialist

Mobile Mortgage Specialist – Hamilton area

We invest in people.

Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a talented and experienced sales professional to join our retail team.

Are you a self-starter, focused on exceeding sales targets and providing incredible client service?  Do you have proven sales success in the financial services industry? Are you an expert in the specialty areas of lending and mortgages?

This might be the role for you.

This position will be based in our beautiful new corporate office in Burlington, Ontario with a focus on growing the Hamilton area.

Your Work at a Glance

As the Mobile Mortgage Specialist, you will utilize your knowledge as an entrepreneurial mortgage professional to drive new mortgage business to Tandia.  You will prospect new memberships, build relationships and provide customized borrowing advice.

This base plus commission position is key to growing Tandia’s lending portfolio, and achieving Tandia’s annual sales goals.

Your knowledge of the markets and communities we serve, as well as industry knowledge and experience will assist you as you identify and assist in developing opportunities for personal banking solutions and services with branch and wealth partners.

You are able to successfully build and manage internal and external relationships.

You are a self-starter, a sales professional who works independently, with a high-achievement orientation.

Your enthusiasm for the credit union sector and our mission will be evident when you create value for the credit union teams by conducting regular information sessions and holding meetings promoting the mobile mortgage option.

We are looking for someone who:

  • Has completed a degree / diploma in the field of Business/Commerce, Finance, Economics or has equivalent work experience. 
  • Has a minimum of 2 years experience in credit writing and residential mortgage sales in a credit union or other financial institution. 
  • Has a minimum of 2 years of relevant sales experience and a successful track record of working in sales independently.
  • Possesses superior sales abilities, including active listening, identifying business opportunities, influencing and negotiating, asking for the business and more.
  • Is able to work well independently, while enjoying the opportunities to work in a team-based environment.
  • Is detail oriented, with strong planning, organizational and time management skills.
  • Has well developed presentation skills.
  • Is proficient using Windows and very comfortable with Microsoft Office applications such as Excel, Word and Outlook.
  • Is willing to work variable hours, including evenings and weekends to meet with members at their convenience; and is comfortable with the regular travel and a base + commission salary structure.
  • Is aligned with Tandia’s vision and values and demonstrates a desire to be a contributing member of our team, support a positive work environment that promotes service and commitment to the credit union, quality, innovation, integrity, and respect.

As Unique as You

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique – and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.

 

Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration.  Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce.  Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.

 

Broker Specialist

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.

 

The Broker Specialist is responsible for providing a high level of support to the broker channel at SASCU by thoroughly reviewing, analyzing, and effectively processing mortgage applications received from the broker community. This role is responsible for the proactive management of broker relationships, building business relationships, providing exceptional ongoing service, optimizing this area of service delivery.

 

What you’ll do:

  • Identify and pursue opportunities for profitable growth of the broker channel by developing and proactively managing broker relationships.
  • Review and analyze mortgage applications and makes clear recommendations for higher approval authority that align with guidelines, policies, and practices.
  • Establish and maintain broker program service level agreements and act as contact point for broker questions or inquiries.
  • Prepare commitment letters and ensure subjects are met.
  • Ensure all necessary documentation is prepared and collected with due diligence while reviewing third party documentation and following up with brokers as necessary.
  • Work collaboratively and be accessible for consultation, advice, and support for internal staff.
  • Perform administrative processes for the broker channel to ensure efficiency, service, and quality control is met.
  • Attend meetings with brokers, lawyers, notaries, and appraisers to showcase SASCU as a partner for their clients.
  • Uncover opportunities for referral to other business lines including retail, Commercial, Wealth, and Insurance.
  • Keep current on business information as it pertains to the position and the delivery of informed service and advice to members.

What you’ll bring:

  • Two years of post-secondary education or equivalent and 4 – 6 years in the financial services industry with a strong focus on residential mortgage lending.
  • Previous exposure to the mortgage broker industry and broker generated mortgages.
  • Advanced knowledge of residential mortgages and CMHC products and policies.
  • Advanced skills in the Microsoft Office suite of products, particularly Excel and Word.
  • Demonstrated ability to provide a high level of service to branch staff, brokers, lawyers, appraisers, etc. in order to achieve business results.
  • Ability to handle heavy volumes as they arise while maintaining a high level of accuracy.
  • High level of ownership, accountability, and initiative.
  • A commitment to continuous learning and professional development.
  • Ability to build healthy relationships at all levels within SASCU.

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, we want to hear from you! To apply, please email a résumé and cover letter 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.

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