Commercial Services Advisor

3 weeks ago


Langley, Canada Envision Financial, a division of First West Credit Union Full time

We are currently seeking a Commercial Services Advisor to join our team at our Langley Collaboration Centre.

The Commercial Services Advisor provides day-to-day assistance and support to the commercial and or business banking sales team to enable them to effectively build relationships and engage in business development. The Commercial Services Advisor will provide support and assistance in, but not limited to: financial analysis, collections, reporting, and responding to member enquiries, determining their needs and providing assistance or referring to appropriate expert.

**Here’s what would be included as a part of your typical day**
- **Reports**:Assists with the preparation of reports; reviews and completes assigned tasks on reports, including contacting branch or other stakeholders for follow-up or action, as required; ensures that appropriate action or follow-up is completed; and ensures the timely submission and retention of reports for audit purposes.
- **Annual Reviews**:Assists in completion of annual reviews by following up with members to obtain financial statements and other related documents; and assists with financial statement breakdown, as required.
- **Collections**:Reviews NSF and delinquency reports and with follows-up as required; and assists with documentation to initiate and process collections activities.
- **General Transactional Support**:Support out of order (OOO) collateral and Watch List; overdraft processing; draw documentation and funding advances; generate loan security; register and maintain personal property security act (PPSR) and insurance renewals; and all other duties as required.

**Required Skills, Experience & Qualifications**
- High school diploma and completion of a Certificate (1 year or less) or equivalent combination of education and experience required
- College, Trade or Tech School Diploma (2 years) preferred
- 2 years experience in lending and/or securities administration role required
- Foundational lending experience preferred
- Demonstrates strong interpersonal skills with the ability to develop long-term business relationships
- Effective time management and organizational skills along with the ability to multi-task
- Strong attention to detail and a high degree of accuracy
- Proficient in computer software programs e.g. Microsoft Office
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.



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