About connectFirst Credit Union

As a credit union, we're different than a bank - and we like it that way.

At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that’s true to our co-operative principles. You’re our member, not a number. We’re your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years, we’ve grown to become one of Alberta’s leading financial institutions through a desire to connect the dots between your dreams, your goals, your community, and your financial wellness and we echo these desires through our new, consolidated connectFirst brand.

We believe that banking is about more than money - it’s a cornerstone of every vibrant community and that our members should expect us to positively impact the financial success and viability of the communities that we call home. We invest meaningfully in the potential and well-being of our employees, and what matters most to our members. We have honest conversations about real things, as real people. Our members are owners, they have a say in how we operate, they earn dividends on common shares and investment shares, and they have access to an extensive array of financial products and services.

• Our mission: Make money make a difference.
• Our vision: Do what's right for every member.
• Our values: Think big, act local, take charge, and make it easy.

We’re committed to providing remarkable experiences to our members, our communities, and our employees, and we’re proud to be regarded as one of the best:

• Named among Canada’s Most Admired Corporate Cultures™ by Waterstone Human Capital
• Recipient of Canada’s Best Managed Companies award for 21 consecutive years
• $12.3 billion book of business (Deposits=45%, Loans=43%, Wealth Management=10%, Syndicated Loans=2%)
• 750 employees
• $585 million in Member's equity

Position Overview:

The Credit Support Coordinator/Specialist is part of the Operational Support Services Department and as a team member is responsible for accurate processing, data quality, and timely funding and servicing for several credit facilities and administration tasks. The Credit Support Coordinator/Specialist is responsible for precisely processing, and thoroughly responding to a variety of complex inquiries, acting as a go to resource within this team, ensuring that the needs and expectations of our Consumer & Concierge and ComAg teams are met or exceeded. They are part of a team that is known for leaning in as volumes require to aid all credit support functions in achieving SLA’s and success. The Credit Support Coordinator/Specialist thrives in a fast-paced and regulated environment while acting as a subject matter expert for the department and supports the learning and growth of all team members and the business as it relates to their duties.

Key Accountabilities:

• Provides remarkable and high-quality credit support services to our branch network and internal & external partners, through effective execution, accuracy, and attention to detail.
• Demonstrates the expertise required to understand a member’s unique circumstances and using critical thinking skills, helps us to deliver on our vision to do what is right for every member while ensuring we balance the interests and responsibilities of the credit union.
• Confirms loan set-up is compliant with the terms of credit approval and disburses loan proceeds upon approval.
• Reviews, process & update all loan, security, and insurance renewals for loan files while performing loan maintenance in the banking system including funding in accordance with cFCU guidelines.
• Reviews cFCU internal reports for errors & discrepancies; resolves identified discrepancies in a timely manner.
• Supports the design and implementation of processes which lead to consistent and remarkable support service that builds trust within the business, with our partners, and our members; conducts research and provides recommendations to support business decisions and improve procedures.
• Maintains loan and line of credit administration and maintenance such as reviews, renewal agreements, monitors and manages for outstanding security documentation deficiencies, and more.
• Liaises with lawyers and external partners in a professional manner, representing the credit union and themselves well; accurately prepares documentation and supports in the preparation of internal security documentation as required.
• Responds to complex process inquiries and provides technical support to the department and the branch network including providing specialized and dedicated support to each line of business assigned.
• Identifies and resolves compliance queries and processing errors while troubleshooting and mitigating any impact to the member experience; ensures errors and concerns are reported to leadership to aid in process and training enhancements.
• Follows all controls and risk management processes and practices which are in place; identifies and recommends to management potential improvements or immediate risk concerns.
• Supports the implementation of the established annual business plan and initiatives for the department including leading and participating in departmental projects as assigned.
• Remains current on organizational practices, policies, procedures, and legislative requirements; identifies areas requiring clarification or improvement and refers to management for further action.
• Builds collaborative working relationships with staff external to the department and external networks within area of specialization to facilitate and continually improve member journey.
• Assists management team by providing daily supervision to the team members as required.
• Builds collaborative working relationships with staff external to the department and external networks within area of specialization to facilitate and continually improve member journey.
• Partners actively with internal and external colleagues to provide the right service or expertise to deliver on a remarkable member experience.
• Proactively identifies and addresses process and procedure challenge and makes recommendations on process improvements to innovate and elevate our business best practice.
• Job duties as otherwise assigned.

Experience and/or Educational Requirements:

• 4 - 6 years’ experience in retail or commercial banking or lending.
• Strong knowledge pertaining to all credit facilities including product knowledge and supporting credit processes, regulations and banking policies and procedures; working knowledge of Consumer, Independent Business, Agriculture and Commercial loan policies and procedures considered an asset.
• Completed a relevant certificate, diploma, degree, or designation program.
• An equivalent combination of education and experience may also be considered.

Skills and Competencies:

• Strong computer skills in Microsoft Office applications and ability to learn other programs.
• Excellent communications skills: both written and verbal.
• Strong critical thinking and analytical skills.
• Excellent organizational and multi-tasking skills.
• Excellent attention to detail.

Qualified applicants are invited to apply online.

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.