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Job Purpose
The Commercial Account Manager position is responsible for promoting and selling products and services to current and potential members, with a focus on Small Businesses. Manage an assigned loan portfolio to ensure all loan activities are in compliance with relevant legislation, regulations, policies and procedures. This position is also responsible for cross selling and making referrals of other credit union products and services to credit union specialists.
Working Conditions
This position is expected to operate within a regional service delivery model which may require travel between locations.
Required Qualifications
A minimum of two years lending experience, one of which would ideally be commercial lending.
One year of related post-secondary education. (a combination of education and experience will be considered)
Ability to interpret complex member financial information, assess risk and determine product/service opportunities.
Proven success working in a sales, service and goal oriented environment.
Highly motivated with excellent interpersonal, communication, and time management skills.
A demonstrated commitment to ongoing professional development.
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Additional Skills
- Know and use computer hardware and software
Specific Skills
- Submit credit and loan applications to management
- Review and update credit and loan files
- Promote sale of credit and loan services
- Prepare statements on delinquent accounts
- Interview applicants for loans
- Forward irreconcilable accounts for collector action
- Complete credit and loan documentation
- Approve or reject applications, or recommend applications for approval or rejection
Work Setting
- Credit union
Type of Loan Experience
- Personal
- Business