Responsible for driving the growth of our company by originating residential mortgage and home equity applications according to established policies, procedures and applicable legal and regulatory guidelines.
Compensation
Total Potential Annual Earnings: $33,280 - $220,000
Responsibilities
Originate mortgage loans and participate in related business development activities
Develop plan to achieve sales goals, develop and deliver sales presentations, attend industry networking events and contact realtors, builders and developers to build a network of outside referral sources
Coordinate sales and product training activities with retail branches
Meet with prospects, explain variety of mortgage products and services available and offer recommendations based on evaluation of individual prospect needs
Negotiate terms and conditions of loans within approved authority and finalize sales
Requirements
Associate's degree in business
Nice to have: 2 years mortgage or lending experience
Responsible for originating high-quality mortgage loans and promoting credit union membership, rotating between branch locations and the administrative office.
Responsibilities
Develop and maintain strong referral relationships with real estate agents, homebuilders, financial planners, attorneys, accountants, and other professionals to generate mortgage loan opportunities and grow credit union membership.
Attend local networking events, open houses, homebuyer seminars, and community functions to promote the credit union’s mortgage services.
Interview applicants to understand their financial needs and goals and recommend appropriate mortgage products.
Analyze credit reports, income documentation, and financial statements to assess creditworthiness and structure loans responsibly.
Prepare and submit complete and accurate loan applications, ensuring compliance with secondary market guidelines, mortgage insurance requirements, and internal credit union policies.
Seeking an experienced Direct Lending Specialist to join a high-volume consumer lending team, responsible for reviewing and underwriting consumer loan applications, analyzing financial information, and managing a loan pipeline.
Compensation
The pay range for this position is $27.73 - $38.13/hr.
Responsibilities
Review and underwrite consumer loan applications in accordance with established lending guidelines.
Serve as a trusted ambassador of the organization’s core values, delivering exceptional Member service by processing transactions, answering questions, and resolving account-related issues. Proactively identify financial needs and recommend appropriate solutions.
Responsibilities
Provide prompt, courteous, and accurate service to Members
Respond and resolve member needs and service requests
Open consumer deposit accounts and Certificates of Deposit
Read and review credit reports with members
Process loan applications, financial transactions, and other service requests
Requirements
High School Diploma or GED
Nice to have: Bilingual English/second language
Nice to have: Financial institution experience
Nice to have: Lending experience
Nice to have: Experience in fast-paced, high-volume environment
The Branch Manager leads the branch with an entrepreneurial mindset, driving sales, deposits, and relationships through community engagement.
Responsibilities
Operate the branch as a business owner – driving performance, managing resources, and making decisions that support long-term growth and profitability.
Lead with accountability, driving and achieving sales goals and expectations for your team and consistently measuring results.
Lead branch operations with a strategic focus on deposit growth and wealth management referrals.
Manage all aspects of branch operations, including compliance, security, cash handling, and expense control.
Deliver the Woodforest Experience by ensuring every customer interaction is warm, personalized, and solution oriented.
Responsible for compiling data and preparing credit packages for commercial and small business loan applications, evaluating creditworthiness, and making recommendations to Credit Approvers.
Compensation
competitive compensation in line with work experience
Responsibilities
Compile data for credit packages
Interpret analysis outcomes and prepare summaries
Evaluate and form opinions on loan approvals
Spread financial statements and identify credit strengths and weaknesses
Ensure compliance with bank policies and regulations
Requirements
Bachelor's in Finance, Business, Accounting or related field
A key leader supporting the Branch Manager in driving branch performance, customer relationship growth, and operational excellence through an ownership mindset and frontline coaching.
Responsibilities
Partner with the Branch Manager to operate the branch with a business-owner mindset, supporting retail growth, deposit performance, and customer acquisition.
Drive individual and team contribution to branch sales goals through proactive customer engagements, referrals, and marketing efforts.
Support branch operations by ensuring compliance with policies, procedures, audits, and cash controls.
Deliver the Woodforest Experience by maintaining a strong personal presence in the branch and engaging customers with warmth and professionalism.
Coach and support team members to uncover customer needs and recommend retail banking products and services.
Assisting young entrepreneurs with creating and developing successful applications for Futurpreneur programs and services while maintaining high client satisfaction and ensuring regional targets are met.
Locations (3)
Montreal, Quebec, Canada
Toronto, Ontario, Canada
Vancouver, British Columbia, Canada
Compensation
The starting salary for this role is $69,000 per annum
Responsibilities
Review entrepreneur applications, including business plans and cash flow, to determine eligibility for funding
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