Operations/Back Office Admin – Page 4

Senior Manager: Commercial Adjudication

KOOTENAY SAVINGS CREDIT UNION

Kootenay Savings, the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues to strive to fulfill our vision:

To be the best provider of financial services and the best place to work in the communities we serve.

Do you… have advanced knowledge and experience in commercial credit and know what it takes to succeed in the competitive financial services market? Are you a natural leader who thrives in an ever-evolving work environment and aspires to make a positive difference each and every day? Are you a motivated self-starter with a proven track record of success in commercial lending oversight, adjudication, and underwriting?

If so… we want to hear from you!

We’re looking for a Senior Manager Commercial Adjudication to join our team.

As Senior Manager Commercial Adjudication you are responsible for the operational control of the credit union’s commercial lending portfolio, commercial adjudication and retail & commercial administration in a manner that supports operational efficiency and ensures compliance with regulatory and organizational practices, policies & procedures, and risk framework.

Your main responsibilities include:

Being accountable for the planning, development, and implementation of policies, programs and strategies in support of commercial lending functions and credit support lending administration
Providing operational oversight of compliance with enterprise risk management (ERM) policies and practices and maintenance of lending operations, risk, and administrative practices, policies, and procedures
Providing managerial and administrative control of the commercial lending portfolio, adjudication and retail and commercial credit support administration
Being accountable for providing managerial direction and leadership to the centralized management team to achieve established organizational performance goals
Being accountable for operational oversight of commercial annual reviews and renewals of credit facilities in the commercial credit portfolio
Providing managerial oversight of the commercial credit collection function and having accountability for identifying areas of potential risk and initiating actions to mitigate potential losses within established controls
Commonly acting as a project lead, as well as supporting the execution of a variety of cross-functional strategic projects

The ideal incumbent will possess:

A Bachelor’s Degree or designation requiring 3 to 4 years’ full-time study or equivalent
A minimum of 10 years’ progressive leadership experience in the financial services industry with a focus on commercial credit execution, oversight, adjudication, underwriting and credit design
Advanced knowledge of commercial credit underwriting policies and procedures
Advanced knowledge and experience in managing commercial credit including underwriting, portfolio quality oversight and compliance with regulatory requirements
Strong knowledge in credit risk management policies and procedures and regulatory requirements relative to credit union credit risk management
Strong knowledge of credit management information reporting infrastructure to further enable overall credit portfolio management
Strong experience in policy and procedure administration, internal controls and auditing systems
Strong understanding of consumer and commercial deposit and lending practices, collection techniques and legislative regulations and statutes as they pertain to consumer and business deposit and lending activities
Strong knowledge of information technology best practices and the ability to keep abreast of new technologies
Knowledge of and commitment to maintaining current knowledge of legislative requirements, best practices, local community and financial industry trends and forecasts as they related to the functional areas of the position
Strong project management and planning skills

Leadership Competencies:

The ability to anticipate strategic business demands and effectively align people, processes, and systems so that the appropriate talent, structure, and operating models are in place
The ability to take a creative approach to opportunities or issues, think “outside the box” and explore unique ways to create value for members, communities, and the organization
The ability to develop breakthrough strategies that clearly differentiate the business within the communities it serves, while operating in an environment of flux, rapid change, and technological disruption
The ability to understand and leverage knowledge of the credit union and financial system including key external relationships, political and economic forces, emerging alliances, competitors, and the regulatory context
The ability to work within and across groups and/or organizations to solve complex issues and create the best solutions that benefit members and our communities
The ability to recognize and moderate one’s effect on others and the organization, building trust by choosing to act with integrity and authenticity
The ability to inspire a sense of direction and shared purpose for employees, while energizing and motivating them to advance the vision

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

Competitive salary of $96K – $121K based on skills and experience
Competitive benefits including extended health, dental and vision coverage
Health care spending account
Paid vacation, sick time and floating holidays
Confidential employee and family assistance program
Continual training, development and coaching
Unique staff benefits on products such as bank accounts, loans & mortgages
The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
Being part of an organization that puts their community and employees first
Being part of a talented and dedicated team who improve our members’ financial lives

Remote work options for this opportunity may be considered.

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more. Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

For more information about Kootenay Savings, please visit kscu.com

Please apply online through the careers section of our website at kscu.com to upload your resume and complete the application questions.

Closing date: July 29 2022

We thank all applicants for their interest; however only short-listed applicants will be contacted.

Senior Credit Adjudicator

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Senior Credit Adjudicator. This position may work remotely within Saskatchewan or onsite at our Saskatoon or Regina location.

As the Senior Credit Adjudicator you will be….

Responsible for providing credit analysis and adjudication services, primarily for commercial (small and medium-size business) credit requests, in adherence to the credit management framework. You will participate in the management of the syndicated loan portfolio and contribute to the success of TCU through the management of credit risk.

As the Senior Credit Adjudicator you are ….

An accomplished, motivated professional with a thorough understanding of credit analysis and adjudication, particularly as it pertains to commercial lending.
A credible, knowledgeable specialist with strong inter-personal skills necessary to develop and maintain foundational relationships with TCU’s internal and external partners.
An adept negotiator, capable of protecting TCU’s interests and margins while maintaining positive relationships with our partners.
An analytical thinker, proficient in objectively analyzing data, research and financial statements to substantiate decisions.
A highly ethical decision maker, with the ability to remain objective and independent when making decisions.
A positive and driven self -starter, with clear determination to ensure both personal and departmental success.

If you are motivated by the thought of this challenge ….

And can demonstrate success through a minimum of 3-5 years of experience in the commercial lending field along with a post-secondary degree in Commerce or Business Administration and formal training related to general lending/commercial lending, this position may be for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and 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 Friday, June 3, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Estate & Trust Representative

Closes March 24

Any Advice Centre Location

Annual Salary: $46,470 – $58,087

THE COMPANY: Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

THE POSITION: This position is part of a centralized unit and the primary contact for all estate needs: working with deceased members executors and/or family, providing accurate and timely advice, consultation, options and completing the documentation of the member’s accounts with care, empathy and precision. How does one do this? Glad you asked!

An Estate & Trust Representative does the following:

Provide accurate information to all parties involved in the estate, answer inquiries from staff on estates, power of attorneys, and trust situations; perform all meetings with executors and provide guidance and options
Oversee opening estate accounts (and any changes that may occur) as well as statement and account reporting
Maintain estate accounts, bill payments and distribution of funds once probate has been completed
Document registered plans and estates and process centralized transactions and forms
Ensure all appropriate documentation has been obtained for transfer of bonds, safety deposit boxes, payments of bills, and submitting insurance claims
Spot opportunities to cross-refer to other areas of the organization
Maintain up-to-date knowledge of regulations and legislation pertaining to registered products and loans

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have 3-5 years’ experience in dealing with estates and/or retail relationship building; achievement of a Certified Executor Advisor (CEA) designation would be an asset
You have a solid understanding of the duties and functions of the estate process including registered tax details/estate tax slips, and administration
You are empathetic and compassionate in handling difficult and delicate situations
You have strong communication skills with a high comfort level in using electronic means to communicate with executors and staff
You have experience working with Microsoft Office Suite and knowledge of Account Opening Software

Operations Coordinator, Risk-Based Supervision

We are seeking a confident, highly motivated professional who enjoys working in a fast-paced co-operative environment.

What you’ll do:

As Operations Coordinator – Risk-Based Supervision, you will provide administrative support and contribute to the coordination of workflows required by team members to ensure ongoing operations and initiatives are met in a timely, accurate, and efficient manner. This position is responsible to:

Provide administrative support including the coordination, development, formatting, editing/proofreading, and distribution of materials and reports
Support corporate process such as, records management, purchasing supplies, and coordinating meeting logistics
Compile meeting packages and record minutes for internal and external stakeholder engagements
Provide back-up support to the Executive Assistant and other Operations Coordinators

What you’ll need:

Office Education or Business Administration and/or administrative experience
Intermediate to advanced proficiency with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
Exceptional proofreading and editing skills with a high degree of attention to detail
Ability to set priorities and manage multiple assignments within deadlines
Excellent communication and interpersonal skills
Ability to understand and execute oral and written instruction

The core competencies for these positions focus on initiative, analytical thinking, concern for quality, teamwork, communication, and relationship building.

Who are we?

Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system.

What we offer:

The salary range for this position is $43,852 – $54,816. We also offer competitive benefits including immediate coverage of health and dental insurance, matched pension contributions, an employee wellness program, and education, training and development opportunities. For more information on the Corporation, please visit our website www.cudgc.sk.ca.

Ready to apply?

Please submit your resume and cover letter stating competition OCRBS-CUDGC by March 25, 2022 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted. The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives make our organization stronger.

Service Delivery Manager & Fraud Specialist – Prairie Payments Joint Venture (PPJV)

About PPJV:

In response to the rapidly changing payments landscape and the multiyear Payments Canada modernization initiative, the Centrals of Alberta, Manitoba (CUCM) and Saskatchewan formed a joint venture known as PPJV on behalf of all prairie credit unions. PPJV resources are in year two of a multi-year project to move to a payments as a service model with IBM. They are also intent upon streamlining the payments functions between the three Centrals. The goal is to ensure prairie credit unions are competitive in payments and have access to efficient, cost-effective, modernized payments processing infrastructure.

Service Delivery Manager

The Service Delivery Manager oversees a number of key functions to enable the delivery of high quality service to credit unions by ensuring service support and processes are in place to meet business needs. You will oversee, monitor and report on work performed and act as first point contact on escalation for incident, problem and service requests. You will review and respond to trending and analysis for problem management. With a primary focus on quality of service and user satisfaction, you play a key role on the PPJV Operations Team.

Skills & Experience Required

Minimum of five years of experience in service delivery/customer support
Post-secondary education
Release Management experience
Understanding of payments industry and payments processing is considered an asset

Active listener, relationship builder, and client centric
You enjoy working in a fast-paced, changing environment
Documentation and Knowledge Base Documentation
Intermediate to advanced PC skills (MS Word, Excel, PowerPoint)
Intermediate business analysis and project coordination skills

Must-have skills

Proven interpersonal, communication and problem resolution skills
Proven ability to build rapport while effectively analyzing and identifying solutions to mitigate risk and protect our clients
Process Driven
Desire to build exceptional client experiences, and is passionate and curious to help clients meet their needs and solve their concerns, has the ability to influence others
Writing skills for documentation, process flows, Knowledge Articles, client communications

Nice-to-have

Ability to bridge technical aspects and components to business needs and client facing communications
Organization Change Management

Fraud Specialist

Acting as the subject matter expert you are responsible for developing awareness, strategy and policies to mitigate fraud losses for credit unions. You will act as the client advocate on behalf of credit unions bringing new information and awareness on managing fraud. You will participate with industry partners to understand existing and new policy and operational regulations that impact client, business and operations for PPJV systems and fraud modelling.

You will collaborate with your PPJV colleagues in providing insights for the strategic fraud roadmap. In addition, you lead change management deliverables and activities resulting from operational initiatives. You will spend the majority of your day involved in breaking down problems, analyzing data and providing insights and recommendations.

Skills & Experience Required

Previous experience in fraud monitoring, fraud detection or fraud investigations within a financial institutions of fintech
Post-secondary education
Fraud related certification would be an asset
Working knowledge of Consortium Models, industry tools and software
Hands on experience with Fraud Operations
Demonstrated active listening, questioning and analytical skills
Proven ability to interpret and communicate complex data
Understanding of payments industry and payments processing is considered an asset

You enjoy working in a fast-paced, changing environment
Documentation and Knowledge Base Documentation
Intermediate to advanced PC skills (MS Word, Excel, PowerPoint)
Intermediate business analysis and project coordination skills

Ability to bridge technical aspects and components to business needs and client facing communications

The Environment

PPJV is a fast paced and focused environment where employees and contractors share the mission to deliver efficient, cost effective, modernized payments processing to prairie credit unions.
This position is currently designated as a remote position. Ideally, candidates will be located in our current customer areas of Alberta, Saskatchewan or Manitoba.

Closing Date: March 23, 2022

Forward Resume and Cover Letter to: hrcucm@cucm.org

COVID-19 considerations:
This role is fully remote (work from home)

Support Services Specialist – Investments

Permanent Full-Time
Closes March 6
Open to any Advice Centre Location (including Regina & Saskatoon)

Annual Salary: $53,652 – $67,064

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Members and Potential Members simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the Supervisor, Support Services, this position provides expertise in investment administration, registered and non-registered, providing the knowledge of products, tax implications, compliance to internal practices as well as CRA, FCAC and OSFI standards and guidelines. The Support Services Specialist ensures all year-end reporting is accurate and is responsible for the research and/or updates to member reporting and slips. How does one do this? Glad you asked!

A Support Services Specialist does the following:

Develop procedures and provide investment product knowledge training of support and front-line staff to ensure efficient and accurate delivery of products and services
Discover issues or gaps related to processes or procedures and work with internal task forces and other Credit Unions for solutions and train to those solutions
Procedures and forms creation, management, and maintenance
Provide technical direction to support staff on complex investment product-related issues
Act as an SME for various projects or initiatives, including online registered applications being considered
Ensure compliance with organization and department policies, procedures, and processes

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have demonstrated efficiency and accuracy skills in your previous positions, you have the ability to be decisive and results oriented, and can meet deadlines in an ever-changing fast paced environment
You have the ability to work cooperatively with other teams, internally and externally
You have a minimum of one year of related post-secondary education or equivalent (Business Certificate plus additional courses, e.g. CUIC, sales training, lending training); three to five years of credit union operations experience, or equivalent combination of education and experience.
You are proficient and comfortable working in the Microsoft environment (including MS Office, Excel and SharePoint)

Manager Of Operations

Are you looking for an executive opportunity that allows you to have interesting and meaningful work AND a family friendly lifestyle? Prairie Pride Credit Union is currently looking for a Manager of Operations to join our team.

WHAT YOU BRING:

You know how business works and understand how each of the operational areas work together to deliver the best financial solutions for our members. Your combination of post-secondary education and several years working in the financial services industry has prepared you for this opportunity. Experience as a Credit Union leader is a bonus. As one of three senior leaders in the organization, you will provide strategic oversight and direction to the Deposit Services, Human Resources, IT, and Sales functions. This is a hands-on, executive level position that leads a team and reports directly to the General Manager.

ABOUT US:

We think differently at Prairie Pride Credit Union. We believe that each of our members deserves to be treated as individually as they are. Our experience tells us that there is no straight line to helping our members succeed. Because of that, everything we consider is a piece of a puzzle to complete. We work hard to find a way to yes where others say no. It allows us to stay close to our credit union roots.

Prairie Pride Credit Union was founded in 2001 when a collection of Credit Unions situated in the Southeastern region of Saskatchewan knew there was strength in coming together. Our full-service branches are in the communities of Alameda, Gainsborough and Alida. Although our family friendly communities are small, there always seems to be a lot going on. The closest larger centres to Alameda are Estevan, Weyburn, and it’s a short road trip to Regina or Minot, North Dakota

BENEFITS OF WORKING AS A MEMBER OF OUR TEAM:

We choose to pay well because we know that good paying jobs in our community will contribute positively to and grow our community. Your total compensation includes a six-figure salary, a comprehensive group benefits plan, incentive pay and allowances.

HOW TO APPLY:

We thank all who apply and advise that only those selected for further consideration will be contacted. If you have any questions or to submit your resume, email jenn@reframehr.com.

Executive Assistant, Office of the CEO

Who are we?

How you will spend your time:

Reporting to the CEO, the Executive Assistant provides executive, administrative, and development support to the CEO and Board of Directors, as well as the Executive Leadership Team. The Executive Assistant serves as the primary point of contact for internal and external stakeholders on all matters relating to the CEO. You will:

assist with daily administrative duties and tasks that include manage email, calendar, and travel,
develop, edit, proof, and distribute documents and materials,
- plan and organize board meetings and board planning including logistics, recommend meeting dates and dissemination of meeting materials,
- maintain board corporate records,
- communicate with board and executive,
- research, collect, compile, produce and distribute information for executive and senior management in all divisions – policies, practices, business plan,
contribute and participate in team, division, and corporate planning, and,
assist the office administration team in pursuit of an effective and efficient operating environment.

What you’ll need:

five years in a similar role or advanced administrative position,
strong computer skills, proficiency in the Microsoft Office Suite products and ability to adapt to changing technologies,
strong leadership, organization, governance and time management skills,
ability to maintain confidentiality and integrity, and,
demonstrated success in communicating and facilitating discussions with key stakeholders.

The core competencies for this position focus on decision making, problem solving, impact and influence, leadership, relationship management and conflict resolution.

Knowledge of credit union system and democratic cooperative process would be an asset.

The salary range for this position is $55,281 – $69,101 and offers competitive benefits including immediate coverage of health and dental insurance, matched pension contributions, an employee wellness program, and education, training and development opportunities. For more information on Credit Union Deposit Guarantee Corporation, please visit our website www.cudgc.sk.ca.

Credit Union Deposit Guarantee Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives make our organization stronger.

Please submit your resume by February 4, 2022, to HR@cudgc.sk.ca.

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

Operations Coordinator, Regulatory Policy and Prevention – 12 Month Term

Operations Coordinator, Regulatory Policy and Prevention – 12 Month Term

Credit Union Deposit Guarantee Corporation

Who are we?
Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system.

We are seeking a confident, highly motivated professional who enjoys working in a fast-paced co-operative environment.

How you will spend your time:

As Operations Coordinator – Regulatory Policy and Prevention, you will provide administrative support and contribute to the coordination of workflows required by team members to ensure ongoing operations and initiatives are met in a timely, accurate, and efficient manner. This position is responsible to:
Provide administrative support including the coordination, development, formatting, editing/proofreading, and distribution of materials and reports
Support corporate process such as, records management, purchasing supplies, and coordinating meeting logistics
Compile meeting packages and record minutes for internal and external stakeholder engagements
Provide back-up support to the Executive Assistant and other Operations Coordinators

What you’ll need:

Office Education or Business Administration and/or administrative experience
Intermediate to advanced proficiency with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
Exceptional proofreading and editing skills with a high degree of attention to detail
Ability to set priorities and manage multiple assignments within deadlines
Excellent communication and interpersonal skills
Ability to understand and execute oral and written instruction

The core competencies for these positions focus on initiative, analytical thinking, concern for quality, teamwork, communication, and relationship building.

The salary range for this position is $43,852 – $54,816 and offers competitive benefits including immediate coverage of health and dental insurance, matched pension contributions, an employee wellness program, and education, training and development opportunities. For more information on the Corporation, please visit our website www.cudgc.sk.ca.

To Apply:
Please submit your resume and cover letter stating competition OCRPP-CUDGC by January 21, 2022 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives make our organization stronger.

Banking System Specialist

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the Manager, Digital & Core Banking this position works with the Fiserv DNA banking system and related applications. This role is responsible for day-to-day operations, project work, enhancement implementation, troubleshooting and support to end-users.. How does one do this? Glad you asked!

The Banking System Specialist does the following:

Support and assist all staff in the use of the banking system, providing training and subject matter expertise when required
Works with various project teams as they relate to the banking system
Investigate and solve complex banking system issues
Assist with coordinating all activities necessary for the successful and timely resolution of technology issues as they relate to the banking system and related technologies
Lead the development, testing, implementation and maintenance of the banking system
Make recommendations for enhancements to the banking system and related software to provide needed functionality to end users
Develop and implement Banking System application software administration policy and procedure standards, for access and usage

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have a minimum of one year post-secondary education in a related discipline or equivalent (ie: business certificate plus additional courses through CUIC, lending training etc)
You have a minimum 3 years related experience using Fiserv DNA banking system or an equivalent combination of education and experience
You have demonstrated efficiency and accuracy skills and the ability to meet deadlines in an ever-changing, fast-paced environment
You have a proven high standard of verbal and written communication skills and the ability to relate well to internal members and coworkers
You have demonstrated commitment to continual professional development

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.