Lending Solutions Agent (Steinbach) - 6 Month Term

Job summary

The Lending Solutions Agent conducts phone interviews for loans and mortgages while promoting and cross-selling credit union products. They are responsible for managing member inquiries, processing loan maintenance requests, and ensuring accurate follow-up on daily reports.

Job details

BUILD A REWARDING CAREER WITH STEINBACH CREDIT UNION Steinbach Credit Union (SCU) is one of Manitoba’s largest credit unions and among the top 10 in Canada, with over $9 billion in assets. For the past 80 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide advice and recommend products and services that are tailored to meet every member’s individual needs. Our member-centric approach is a key driver in everything we do, and our level of service is second to none. We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit our website [https://www.scu.mb.ca/]. AN EXCITING OPPORTUNITY AWAITS! We currently have an opportunity for a Lending Solutions Agent to join our Steinbach team. As a Lending Solutions Agent, you will conduct phone interviews for loans, lines of credit and refinance mortgages for current members and potential members. You'll recognize member needs and promote and cross-sell all credit union products and services to members. SPECIFIC RESPONSIBILITIES * Review and action various daily and monthly reports; ensuring appropriate follow up and action is taken * Conduct meetings via email or telephone with members to identify lending needs * Respond to members' inquiries on lending services by providing information on the features and benefits of products and services; resolve routine member concerns * Effectively prioritize and coordinate daily responsibilities, balancing urgent requests with ongoing projects to achieve departmental objectives. * Process member loan maintenance requests for the Consumer Lending Department accurately and efficiently, providing recommendations and/or obtaining authorization from relevant lending authorities as required * Respond to department referrals and refer cross-selling opportunities to other SCU departments QUALIFICATIONS * Post-Secondary education in business or a combination of education and experience * Base knowledge of lending products * Lending experience in the Credit Union System, bank or other financial environment would be considered an asset * Previous experience with CRM would be considered an asset * Strong sales experience * Ability to assess workload priorities, adapt to changing demands, and ensure critical tasks are completed accurately and on time. * Excellent written and verbal communication skills, interpersonal skills * Demonstrated analytical and decision-making skills * Demonstrated prioritization, organization/ time management skills HOW WE'LL REWARD YOU You can look forward to joining an organization that values teamwork and its membership. You will receive a competitive annual salary based on skills and experience. In addition, you will be eligible for variable compensation and matched pension plan per SCU policies. You will also receive a great host of benefits, including: * Extended medical, dental, vision benefits, plus a health spending account (100% of premiums are paid by SCU) * Critical Illness insurance, Life insurance, AD&D insurance, and Employee Assistance programs * Employee Banking benefits (i.e. free chequing account, low interest MasterCard, bonus rate on deposit and lending products) * Opportunities for professional development * Clothing allowance * Free parking at all locations ACCESSIBILITY AND INCLUSIVITY We believe our employees should represent the diversity of our members and the communities in which we live and serve. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we’ll work with you to meet your needs. CLOSING DATE: OCTOBER 27, 2026 We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We thank all candidates for their interest, however, only those selected for an interview will be contacted.

What you’ll do

The Lending Solutions Agent conducts phone interviews for loans and mortgages while promoting and cross-selling credit union products. They are responsible for managing member inquiries, processing loan maintenance requests, and ensuring accurate follow-up on daily reports.

Requirements

Candidates must have post-secondary education in business or equivalent experience along with strong sales and communication skills. Previous experience in a financial environment and familiarity with CRM systems are considered assets.

Benefits

• Extended medical
• Dental
• Vision benefits
• Health spending account
• Critical illness insurance
• Life insurance
• AD&D insurance
• Employee assistance programs
• Employee banking benefits
• Professional development
• Clothing allowance
• Free parking
• Variable compensation
• Matched pension plan

Listed skills

• Sales · Preferred
• Customer service · Preferred
• Communication · Preferred
• interpersonal skills · Preferred
• Decision Making · Preferred
• Prioritization · Preferred
• Organization · Preferred
• Time management · Preferred
• CRM · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Lending
• Sales
• Cross-selling
• Customer service
• Communication
• Interpersonal skills
• Analytical skills
• Decision-making
• Prioritization
• Organization
• Time management
• CRM
• Financial services
• Phone interviewing
• Consumer Lending
• Cross-Selling
• Customer Relationship Management
• Decision Making
• Mortgage Loans
• Critical Illness Insurance
• Employee Assistance Programs
• Interpersonal Communications
• Loans
• Phone Interviews
• Refinancing
• Time Management
• Verbal Communication Skills
• Balancing (Ledger/Billing)
• Lending Products
• Teamwork

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Talent Solutions Manager
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

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