Financial Service Representative – Small Business Associate

Financial Service Representative – Small Business Associate – at Sharons Credit Union

Position:
Financial Service Representative (Small Business Associate)

Work hours:

37.5 hours per week (Full time, Permanent)

Wage: $36.40 per hour ($71,000 Annually)

Location:

1-405 North Road, Coquitlam, BC V3K 3V9 Sharons Credit Union

Benefit:
Extended Health Care, Staff Discount Loan Rate, Pension Plan

• Bachelor’s degree required in business administration, Accounting, Finance, or related field.
• Minimum of 3 years of experience in the financial industry or small business lending or financial advisory roles.
• Strong understanding of financial statements and financial ratio analysis, credit risk assessment, and loan structuring.
• CSC (Canadian Securities Course), Business Lending Course, and Business Financial Statement Analysis Course completion or equivalent combination of education and experience is required.
• Excellent communication and relationship-building skills.
• English is required and proficiency in Korean is considered an asset.
• At least 2 reference checks are required.

• Build and maintain relationships with small business members by responding to inquiries and providing information on commercial lending products and processes.
• Support Commercial Account Managers with loan application preparation, credit submissions, renewals, and annual reviews by gathering financial and business information.
• Process commercial loan applications and maintain accurate loan documentation, reports, and system records in compliance with internal policies and regulatory requirements.
• Recommend and structure financing solutions based on clients’ business needs, cash flow, and risk considerations.
• Participate in member relationship-building and business development activities, including outreach and networking initiatives.
• Collaborate with internal teams to deliver efficient lending service and ensure a positive member experience.
• Monitor outstanding and delinquent accounts and assist with collection and recovery activities in accordance with established procedures.
• Maintain loan files and support internal and external audits by ensuring ongoing documentation accuracy and compliance.
• Provide operational support and training to staff and perform other administrative duties as assigned.

How to apply:

Please submit your resume by email at

Only selected candidates will be contacted for an interview.

Sharons Credit Union

1-405 North Road, Coquitlam, BC V3K 3V9