Member-Centric Lending Advisor

Steinbach Credit Union

Steinbach

Hybrid

CAD 50,000 - 70,000

Full time

2 days ago
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Benefits offered by this job

Extended medical, dental, vision
Health spending account
Critical Illness insurance
Life insurance
AD&D insurance
Employee Assistance programs
Banking benefits (free chequing, lower
Professional development
Clothing allowance
Free parking

Job summary

Steinbach Credit Union, a leading Manitoban credit union, seeks a Consumer Lending Officer in Steinbach. You will provide lending services to current and prospective members, recognizing needs and promoting credit union products while ensuring compliance with laws and policies.

Responsibilities include interviewing members, evaluating applications, and addressing inquiries with professional, member-centric service. Join a trusted team focused on community and financial well-being.

Qualifications

  • Post-Secondary education in business and/or 2 to 5 years of lending experience, or 5 years sales experience within a financial institution.
  • Proven ability to exceed sales targets in a fast-paced environment while delivering member service.
  • Strong written and verbal communication; build relationships across teams.
  • Analytical mindset to assess lending needs and creditworthiness.
  • Exceptional customer service skills with long-term relationship focus.

Responsibilities

  • Conduct interviews with members to assess lending needs and recommend financial solutions.
  • Evaluate and adjudicate mortgage, loan, and line of credit applications.
  • Provide timely responses to member inquiries about lending services.
  • Identify cross-selling opportunities to support broader financial engagement.
  • Ensure compliance with legislation and internal security protocols in lending activities.

Skills

Lending experience
Sales targets
Customer service
Communication skills
Digital literacy

Education

Post-secondary education in business
2–5 years lending experience or 5 years sales experience in financial institution

Tools

CRM systems

Job description

Steinbach Credit Union, a leading Manitoban credit union, seeks a Consumer Lending Officer in Steinbach. You will provide lending services to current and prospective members, recognizing needs and promoting credit union products while ensuring compliance with laws and policies.

Responsibilities include interviewing members, evaluating applications, and addressing inquiries with professional, member-centric service. Join a trusted team focused on community and financial well-being.

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