Lead a team of underwritersAdjudicate requests outside of policy and make exceptions where warranted to secure business while managing riskReview decline recommendations to determine if a different structure can be applied to approve the requestDiscuss deal presentation with an internal sales force or external brokersIdentify and implement opportunities for process improvementsTriage requests to meet condition of financing or closing dates in a high volume environment

Approve credit applications outside of Branch limitsCoach Branch Managers and Assistant Branch Managers to structure complex deals for approvalWork on projects relating to retail creditWork on producing reporting related to retail credit leveraging Microsoft programs to automate reporting, increasing efficiency and saving the organization moneyGenerate new tools and calculators to support the sales team in the fieldMake recommendations to policy changes to increase competitiveness while managing credit risk

Adjudicate credit applications compiled by a team of financial advisorsProblem solve member issues escalated through direct reportsNegotiate with members and non-members for win-win solutionsUphold Servus Credit Union Member's First philosophy with all internal and external contactsLead team to meet financial performance objectives including referrals to key business partners such as wealth, business banking, home and auto insurance, card solutions, and employee solutionsEnsure policies and procedures are followed to meet guidelinesReward good performance and hold people accountable through performance management where appropriate

Negotiate with members and non-members to reach win-win solutions.Perform site visits where appropriate to foster existing and new relationships.Market the Credit Union in the community.Cross sell credit union products and services to other divisions such as retail banking and wealth management.Approve within lending limits agriculture, and commercial applications and provide sound recommendations for credits outside of personal limits.

Leadership role in a medium volume branch.Negotiate with members and non-members to reach win-win solutions.Perform site visits where appropriate to foster existing and new relationships.Market the Credit Union in the community.Cross sell credit union products and services to other divisions such as wealth management and business banking centre for larger commercial loans.Exceed sales goals.Approve within lending limits consumer, agriculture, and commercial applications and provide sound recommendations for credits outside of personal limits.

Leadership role in a higher volume branch.Negotiate with members and non-members to reach win-win solutions.Perform site visits where appropriate to foster existing and new relationships.Market the Credit Union in the community.Cross sell credit union products and services to other divisions such as wealth management and business banking centre for larger commercial loans.Exceed sales goals.Approve within lending limits consumer, agriculture, and commercial applications and provide sound recommendations for credits outside of personal limits.

Leadership role in a small volume branch.Negotiate with members and non-members to reach win-win solutions.Perform site visits where appropriate to foster existing and new relationships.Market the Credit Union in the community.Cross sell credit union products and services to other divisions such as wealth management and business banking centre for larger commercial loans.Approve within lending limits consumer, agriculture, and commercial applications and provide sound recommendations for credits outside of personal limits.

Primary Ag / Commercial Lender for the branchSenior Financial Advisor type role

Entry level Financial Advisor role