Business Development Specialist

1 month ago


Winnipeg, Manitoba, Canada Median Credit Union Full time
Business Advisor Role

We're seeking a skilled Business Advisor to collaborate with our team at Median Credit Union. Reporting to the Manager of Business Relationships, the successful candidate will foster strong member relationships through in-depth understanding and analysis of individual members' business connections with the credit union.

Key Responsibilities:
  • Conduct comprehensive financial, management, and security analyses of commercial applications.
  • Collaborate with the Business Development Manager and Business Analyst to draft term sheets, commitment letters, and loan documentation as needed.
  • Monitor commercial delinquencies on a weekly basis, ensuring adherence to delinquency procedures.
  • Interview members and potential members, analyze and approve credit products within set limits, and escalate applications exceeding these limits to management for further review.
  • Address member inquiries about credit products, account and loan activities, service charges, etc.
  • Maintain and organize all commercial paper files to ensure they are up-to-date.
  • Perform additional tasks or projects as assigned to support departmental objectives.
Requirements:
  • Post-Secondary education in Business Administration with a focus on Financial Services OR 5+ years previous professional experience in a financial institution.
  • Community-focused, with a strong commitment to serving members and their business needs.


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