Pathwise Is An Innovative Full-service Financial
2 months ago
Department: Commercial Services
Reports To Director, Commercial Services
Posted May 10, 2024, 4:30pm
Position Summary
- This role is responsible for delivering a broad range of commercial services, including- commercial lending portfolio. Cross selling of commercial products and services is required.
- Position Responsibilities- Administers, develops, grows, retains and manages a full-service commercial loan and
- deposit portfolio, including competent management of that portfolio.- Evaluates business proposals together with client financial and business status to assess- Reviews existing credit arrangements to manage risk and identify areas of potential loss or
- liability; initiates actions to minimize risk.- Completes annual reviews involving analysis of financial statements, industry & geography
- and risks, site visits.- Deals with less complex commercial loans below a specified limit, investment mortgages,
- and personal credit for business account members.- Deal with commercial members’ investment opportunities.
- Implements new concepts which may improve the operating efficiencies
- Communicates with third parties ie lawyers, brokers, insurance agents, consultants, etc.
- Reviews commercial lending policies and provides recommendations when necessary.
- Performs a variety of administrative functions, which include but not limited to, credit reports,
administration fees, inputs and manages CRM program and other electronic systems, monitor
fire insurance, property taxes.
- Provides advice and assistance with all relevant business, accounting, taxation laws,
regulations, guidelines, and standards.
- Participates with members of the business community to promote and build relationships and
develops opportunities in support of Pathwise Credit Union’s commercial objectives.
- Monitors operational activities and effectiveness of results and prepares reports as
appropriate.
- Performs miscellaneous job-related duties as assigned.
Position Qualifications
- Knowledge, Skills & Capabilities- Strong interpersonal and communication skills and the ability to work in a fast paced
- environment.- A strong commitment to service excellence, teamwork and ability to self-develop is a must.
- Ability to exhibit good judgement in gathering data, analyzing information and preparing
- reports.- Ability to develop business plans, financial strategies, and business loan proposals with the
- understanding of the principles and practices of business operations.- Ability to communicate effectively & professionally, both orally and in writing, and includes
- interacting with management and owners of small and medium size businesses.- Have excellent problem solving and time management skills.
- Intermediate proficiency in Microsoft office, including word and excel.
- Knowledge of office administration and credit union bylaws and policies.
- Knowledge of financial and tax regulations pertaining to small businesses.
- Ability to develop and present seminars and/or workshops.
- Must hold a valid driver’s licence.
- Position is mobile and may work at all Pathwise locations. Some additional travel is required.
- Subject to extended hours as per Art 5:02(b) of the Collective Agreement
- Education and Experience- Commercial credit accreditation and 1-3 years’ of experience in commercial credit
- Post-secondary degree or diploma, or equivalent, plus a minimum of 8 years of related work
experience with an approved commercial lending course(s).
-
Pathwise Is An Innovative Full-service Financial
2 months ago
Oshawa, Canada Pathwise Credit Union Full timeDepartment: Operations Reports To IT Support Operations Manager Posted January 12th, 2024 Compensation Salary Purpose We are seeking a highly motivated and detail-oriented individual to join our IT team as an excellent problem-solving skills, and a desire to learn and grow within a dynamic and collaborative environment. This is an entry-level position...
-
Customer Service Representative
3 weeks ago
Oshawa, Canada Pathwise Credit Union Full time**Summary** The main focus of this role is to provide a full range of services to members including responding to members’ enquiries, analyzing needs and assisting members in utilizing the product or service that best meets those needs; cross sells credit union products; processes member transactions including deposits, withdrawals, bill payments, loan...
-
Customer Service Representative
1 week ago
Oshawa, Canada Pathwise Credit Union Full time**Summary** The main focus of this role is to provide a full range of services to members including responding to members’ enquiries, analyzing needs and assisting members in utilizing the product or service that best meets those needs; cross sells credit union products; processes member transactions including deposits, withdrawals, bill payments, loan...
-
Member Solutions Advisor
1 month ago
Oshawa, Canada Pathwise Credit Union Full time**Position Summary** The Member Solutions Advisor is responsible for the collection of outstanding accounts receivable dollars from the existing member base and all other aspects of collections, resolving problems, and reducing accounts receivable delinquency. The Member Solutions Advisor initiates collection for funds owing on delinquent retail and...
-
People & Culture (HR) Generalist
2 days ago
Oshawa, Canada Pathwise Credit Union Full time**Position Summary** The Leader, People & Culture is a Human Resources Professional and experienced generalist. They have led the achievement of HR strategies, bring strong labour relations experience and a passion for people to foster an engaging workplace culture. The incumbent will actively participate at the leadership level and provide advice and...
-
Branch Manager
2 months ago
Oshawa, Canada Pathwise Credit Union Full timeBranch Manager Job Title: Branch Manager Department: Retail Banking Sales and Service Reports to: Director of Sales & Member Experience Division: Oshawa Guides, directs, and coaches employees to deliver exceptional service to PCU members and prospects. Understands the needs of PCU members or prospects to provide sales and service in the best interests of...
-
Financial Service Representative
3 hours ago
Oshawa, Canada CURO Financial Technologies Corp Full timeOverview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...
-
Financial Service Representative
1 week ago
Oshawa, Canada CURO Financial Technologies Corp Full timeOverview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...
-
Oshawa, Canada Durham College Full time**About Durham College**: Durham College (DC) is leading the way as a post-secondary institution, offering an innovative and transformative student experience and hands-on learning opportunities. With this focus top of mind for our students and our employees, DC is proud to be one of the fastest-growing colleges in the province and annually ranked as one of...
-
Financial Advisor
1 week ago
Oshawa, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Advisor
1 month ago
Oshawa, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Advisor
2 weeks ago
Oshawa, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Advisor
4 weeks ago
Oshawa, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor / Financial Services Specialist (MFDA) page is loaded Financial Advisor / Financial Services Specialist (MFDA) Apply locations Oshawa, ON time type Full time posted on Posted 10 Days Ago job requisition id 2410596 We’re building a relationship-oriented bank...
-
Financial Advisor
4 weeks ago
Oshawa, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor / Financial Services Specialist (MFDA) page is loaded Financial Advisor / Financial Services Specialist (MFDA) Apply locations Oshawa, ON time type Full time posted on Posted 10 Days Ago job requisition id 2410596 We’re building a relationship-oriented bank...
-
Financial Advisor
4 weeks ago
Oshawa, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor / Financial Services Specialist (MFDA) page is loaded Financial Advisor / Financial Services Specialist (MFDA) Apply locations Oshawa, ON time type Full time posted on Posted 10 Days Ago job requisition id 2410596 We’re building a relationship-oriented bank...
-
Financial Services Representative Ii
22 hours ago
Oshawa, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Advisor
1 month ago
Oshawa, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Advisor
1 month ago
Oshawa, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Advisor
1 month ago
Oshawa, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Customer Service Representative
3 days ago
Oshawa, Canada BMO Financial Group Full time419 King Street West Oshawa Ontario,L1J 2K5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
