Commercial Financial Relationship Advisor

6 months ago

Truro, Canada Community Credit Union of Cumberland Colchester Ltd. Full time

**Position Summary**
Reporting to the Manager of Commercial Financial Services, the **Commercial Financial Relationship Advisor** is responsible for overall administrative support to the commercial lending operation. This position does not have lending authority.

**Requirements**:

- Provides administrative support to the commercial lending function.
- Identifies and prepares documentation relating to commercial mortgages, operating lines, term loans, etc.
- Maintains familiarity with all commercial credit forms and documentation.
- Prepares and verifies all commercial loan documentation for completion, ensuring credit union policies and procedures are followed.
- Prepares Promissory Notes, GSA documents, mortgage documentation and repayment schedules as assigned.
- Administers the PPSA system; conducts PPSA searches, registrations, renewals and discharges; pulls Credit Bureau Reports as assigned.
- Maintains diary systems for such items as fire insurance, mortgage renewals, term renewals, etc.
- Assists in the commercial credit annual review process by: maintaining the Annual Review Control list, requesting, collecting and following for documents requested from borrowers for monitoring annual renewals, preparing renewal letters and/or contacting commercial members to arrange for renewals, conducting follow-up and inputting data as required for annual reviews for supervisory approval and collecting fees associated with annual reviews.
- Assists with delinquency control, reviewing 5 and 10-day notices, initiating follow-up and reporting results weekly for supervisory review. Completes other delinquency follow-up duties as assigned.
- Assists in the preparation of delinquency reports including allowance for impaired report; delinquency rate report; loan statistical report and system credit committee report. Prepares report of loans recommended for write-off and following up on written off loans to monitor opportunity for recapture. Prepares monthly reports for the Credit Committee.
- Maintains spreadsheet on receipt of Third Party Demands for all commercial members, places holds on accounts, reviews periodically and remits funds to Revenue Canada.
- Collects preliminary information from existing and prospective commercial borrowers. This includes determining the nature of client’s borrowing needs (nature of the commercial lending request—amount, type, etc.); advises member of documentation required for their commercial loan request; collects documentation from the member and forwards to commercial lender as a referral for follow-up by the commercial lender.
- **Skills**:

- Adaptability to change
- Attention to detail
- Financial accounting
- Customer Service Orientation (internal and external)
- Knowledge of financial principles
- Knowledge of policies, procedures and regulatory environment
- Knowledge of products and services
- Listening, Understanding and Responding
- Knowledge of commercial lending function
- Work planning and management (organizational skills)
- Teamwork and Cooperation
- Written and verbal communication skills
- Knowledge of Commercial Lending Administration processes and procedures

**Qualifications**:
The FSA Commercial will have successfully completed a post-secondary certificate in business administration plus have one to three years relevant experience; or an equivalent combination of training and experience. The CUIC Commercial Loan Administration Accreditation is required.

**Salary**: From $48,360.00 per year

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Day shift
- Monday to Friday

Work Location: In person

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