Commercial Credit Assistant
Job No:
LCU5
Location:
Bonnyville, AB
About Lakeland Credit Union
Lakeland Credit Union (LCU) is a provider of financial products and services in the Lakeland area. We have been serving our members in Bonnyville, Cold Lake and surrounding rural communities for over 80 years. We believe in community, integrity, excellence, the co-operative system, and our people.
Lakeland Credit Union is an employer who can help you shape your career, right here in the Lakeland. Our team is focused on creating a leading-edge financial institution where everyone works together to achieve our personal and financial goals, at the same time building a better community. It’s simply part of the way we do business, and that’s what earns us loyalty from our members and their families.
Our workplace culture encourages employees to treat each other with respect - happy employees look forward to coming to work each and every day. Employees that have a sense of purpose, feeling valued and engaged are going to pass that along to our members. Our Executive Leadership team is committed to open communication and swift decision-making for the betterment of our work environment. We pride ourselves on having every voice heard and providing our employees with a real chance to make an impact in our healthy, dynamic credit union.
To learn more about us and the services we offer, please visit our website by clicking here.
About the Opportunity
We currently have an exciting opportunity for a Commercial Credit Assistant to join our team on a full-time basis at our branch in Bonnyville, AB.
The Commercial Credit Assistant will show aptitude as a trusted assistant to the Commercial Relationship Managers (“RM”) through the fulfilment of certain portions of the commercial and agriculture credit applications and related documentation, carry out member contact for scheduled reporting, completion of margin reporting, and other sundry administrative support duties. This position will provide a sound training platform for future Commercial RM’s.
More specifically, some of your responsibilities include, but are not limited to:
- In support of the RM, contact members for scheduled reporting and input portions of the credit application to facilitate efficient credit risk analysis by the RM’s.
- Complete draft credit agreements, assist RM with follow-up activity and document sign-off.
- Proactively assess and anticipate member’s needs to identify solutions to meet those needs and the member’s broader business objectives, as it pertains to non-credit matters.
- Foster long term member relationships with follow-ups and identify opportunities for referrals in order to cross-sell credit union products and services.
- Maintain up-to-date knowledge of all Lakeland Credit Union commercial lending products and services credit union lending policy, procedure and documentation.
- Ensure all documentation is complete, accurate and in compliance with relevant legislation, regulation, policies and procedures.
More About You
In order to qualify for this role, you will need to understand and analyze financial statements. Proficiency in Microsoft office is essential. While not required, a Business diploma is an asset.
As our ideal candidate, you have a high level of attention to detail, accurate and consistent data entry with demonstrated ability to offer creative solutions along with a high degree of initiative.
Above all, you are flexible and adaptable, and empowered to positively contribute to the success of the organization while building a long-term career with LCU!
About the Benefits
As a valued member of our independent financial institution, you will be awarded a competitive salary negotiable based on experience, along with a host of benefits, including:
- Extended health, dental and vision benefits
- Flexible spending account
- Vacation negotiable dependent on experience
- Variable bonus and incentives depending on hitting targets and branch performance
- RRSP matching
- Discounted employee financial services benefits
- Relocation assistance
- Opportunities for personal and professional development
- Employee bonding events, Christmas parties, and summer socials!
Move beyond a job with crazy hours and unpredictable schedules. Choose to make a real difference in people's lives and in your community by applying your skills and knowledge at your locally owned financial institution. Join a professional, caring and supportive workplace to move your career forward.
Apply for a role at Lakeland Credit Union today and start changing lives, one member at a time. Live. Grow. THRIVE here!