Talent.com
Program Lending Specialist
Program Lending SpecialistMeridian • Etobicoke, ON M8XX3, CAN
Program Lending Specialist

Program Lending Specialist

Meridian • Etobicoke, ON M8XX3, CAN
13 days ago
Job type
  • Full-time
Job description

Description

">

Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Find our story here :

Our Business Banking Practice :

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We take the time to get to know our Members' business, anticipate their needs and provide customized solutions. After all, our obligations are to our Members, not shareholders, and we take to heart the best interests of our Members and communities we serve! We're passionate about what we can do for their business, and we’re empowered to leverage our local autonomy to meet their unique needs.

In addition to building customized solutions for business, we offer full service commercial banking solutions, including a wide selection of daily banking products, complementary lending services, cash management solutions, as well as insurance and investments.

As a Program Lending Specialist :

You will be responsible for help grow key segments in our Meridian For Good (“MFG”) strategy, including professional and franchise banking.  You will also oversee a portfolio of Condominium Corporation loans in conjunction with our third-party service partner, Morrison Financial Services.

You will be part of the Program Lending team, helping to grow the size and profitability of the Program Lending book while minimizing loan risk and maximizing product penetration. You will enjoy a fast-paced exciting environment with a commitment to achieving results.

The successful candidate will have experience in analyzing lending proposals for medium-to-large real estate transactions and in the Professional and Franchising space. Operating in an exciting environment and a high growth segment of Meridian’s MFG strategy will challenge the successful candidate.

What you will do :

Professional & Franchise Banking

  • Actively attend meetings with Franchisors and prospects to assist in growing relationships.
  • Take lead on preparing prospective opportunities for Business Credit Department (BCD) review, including new programs.
  • Work directly with our sales teams to help with prospecting efforts and reviewing new transactions.
  • Assist in completing annual reviews for all franchise programs.
  • Attend franchise shows with Manager, Program Lending.
  • Proactive sales calls to various prospects (Franchisees, professional prospects, BDO prospects, etc.).
  • Assist in program updates and adjustments and participate in communications with BCD and other internal / external partners.

Morrison Financial (Condo Corp Finance)

  • Primary relationship manager with Morrison in our day-to-day dealings, including attending meetings with Morrison at a minimum of once per month.
  • Review financing packages and submit all new loan opportunities for Morrison Financial via iLend software.
  • Proactively work with Morrison through the funding and draw processes.
  • Manage existing Morrison transactions and complete annual reviews, when required, in a timely manner.
  • Maintain current Morrison SLA of 5 business days on Draw requests and 15 business days on new loans, renewals, and annual reviews.
  • Maintain RIL (irregularities tracking) with expectation that all items will be resolved as quickly as possible. Prompt attention is to be given to any file that falls outside of standard RIL guidelines.
  • Team Support

  • Assist with Decision Engine (DE) Applications, which include BDC Accelerator Loans, as requested.
  • Ensure that opportunities are maintaining our service level agreement of 48 hours.
  • Assist with any campaign applications / proactive calling as requested. All calls made are recorded as part of the overall proactive calling goal.
  • Provide centralized support to Small Business and Commercial Delivery creating a "Center of Excellence" to improve the Member experience, when needed.
  • Respond to 3rd party partners & internal partners emails & phone calls in a timely fashion, within 1 business day or less.
  • Other projects that may come up and assistance as requested.
  • Risk Management

  • Ensure the adequacy of, and adherence to, strong business controls, data security and privacy governance and controls, and good risk management practices.
  • Maintain an enterprise view when identifying and assessing risks inherent to operations and strategic decisions.
  • Ensure appropriate protection of all confidential member and employee data, and all confidential corporate information, by evaluating and limiting access to confidential data based upon a “need to know basis” driven by role; creating well defined security roles : and putting in place quarterly security access reviews in each function / business unit.
  • Ensure compliance with all applicable laws and regulations as they pertain to our function / business unit(s).
  • How you will succeed :

  • 2-3 years experience in banking / lending, with knowledge of financial accounting and lending principles.
  • Demonstrates a well-developed understanding and solid analytical skills in the areas of balance sheets, cash flow mechanics, and business plans presented by Members.
  • Good knowledge of banking systems and business account operating procedures.
  • Excellent communication / presentation, interpersonal and team skills.
  • Proficient skills in Excel, PowerPoint, Word.
  • Strong commitment to professional development and demonstrates organizational values through leadership and personal behaviors.
  • Ability to work independently with confidence and strong commitment to member service.
  • Willingness to work flexible hours, and train both on / off the job to improve general business and lending skills.
  • This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

    Salary Range : CAD $70,000 - $85,000 annually

    Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

    Join us! This role is hybrid. Office Location :   Toronto Corporate Office located at 3280 Bloor St W, Etobicoke, ON or St. Catharines Corporate Office, located at 75 Corporate Park Drive, St. Catharines, ON.

    Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.

    What's in it for you?

  • We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
  • We provide you with the tools and technology needed to delight your candidates and clients!
  • You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
  • Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
  • This isn't your typical "corporate" job. We work hard and we have fun!
  • Build the Future of Banking with Us

    At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for   sustainable growth ,   community impact , and   future-readiness . As the financial landscape evolves, we’re looking for team members who bring :

  • Embedding & leveraging technology  – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working.  Experience with low / no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
  • Critical Thinking  – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
  • Data Driven – Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
  • Curiosity & Flexibility  – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.
  • Our Commitment to You

    Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

    Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

    Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

    Thank you for your interest in Meridian Credit Union.

    Follow Us on Twitter

    #LI-JZ1

    #LI-HYBRID

    Create a job alert for this search

    Program Specialist • Etobicoke, ON M8XX3, CAN

    Similar jobs
    Accounting Specialist

    Accounting Specialist

    Adventure Canada • Mississauga, ON, Canada
    Full-time
    Adventure Canada is a dynamic leader in regenerative travel, specializing in expedition cruising, meaningful cultural connections, and conservation. With a small but mighty team, we pride ourselves ...Show more
    Last updated: 11 days ago • Promoted
    Program Support Volunteer

    Program Support Volunteer

    Burlington Public Library • Burlington, ON, Canada
    Full-time
    Title : .Program Support Volunteer ...Show more
    Last updated: 1 day ago • Promoted
    Director Specialty Programs

    Director Specialty Programs

    Brunel • mississauga, on, ca
    Full-time
    We are seeking an accomplished.As the Director, you will oversee the strategic and budgetary activities of multiple programs and client portfolios, providing strategic direction and influencing key...Show more
    Last updated: 30+ days ago • Promoted
    Finance Analyst, Commercial Finance & Sales

    Finance Analyst, Commercial Finance & Sales

    Bimbo Canada • Etobicoke, ON, Canada
    Full-time
    As part of the largest baking company in the world, Bimbo Canada is a leading producer and distributor of packaged fresh bread, bakery products and snacks. We produce and distribute more than 1,000 ...Show more
    Last updated: 8 days ago • Promoted
    Accounts Payable Specialist

    Accounts Payable Specialist

    Profound Medical • Mississauga, ON, Canada
    Full-time
    The Accounts Payable (A / P) Specialist is directly responsible for performing data entry and related duties in disbursing non-payroll accounts payable to individuals, suppliers, corporations, and ot...Show more
    Last updated: 1 day ago • Promoted
    Credit & Collections Specialist

    Credit & Collections Specialist

    Kohl & Frisch Ltd • Concord, ON, Canada
    Full-time
    POSITION : Credit & Collections Specialist.STATUS : ...Show more
    Last updated: 15 days ago • Promoted
    Learning & Documentation Specialist

    Learning & Documentation Specialist

    goeasy • Mississauga, ON, Canada
    Full-time
    Join one of Canada’s fastest-growing companies and be part of something extraordinary – welcome to .At goeasy, our people and culture are at the heart of everything we do,...Show more
    Last updated: 30+ days ago • Promoted
    Accounts Payable Specialist, Subcontracts

    Accounts Payable Specialist, Subcontracts

    Plan Group • Vaughan, ON, Canada
    Full-time
    Are you process driven and detail oriented? Does being part of an organization that helps build multi-million dollar projects excite you?. Take the leap and make your mark at Plan Group!.Invoice &am...Show more
    Last updated: 30+ days ago • Promoted
    AP Specialist (temp to perm) 3-month contract

    AP Specialist (temp to perm) 3-month contract

    Vaco by Highspring • Oakville, ON, CA
    Temporary
    Receive, review, and process vendor invoices, ensuring accurate coding to the appropriate general ledger accounts.Perform three-way matching (purchase order, receipt, invoice) to verify accuracy pr...Show more
    Last updated: 5 days ago • Promoted
    Senior Finance Specialist

    Senior Finance Specialist

    SuperAnnotate • Vaughan, Ontario, CA
    Remote
    Full-time
    In this hourly, remote contractor role, you will review AI-generated finance analyses and / or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while pro...Show more
    Last updated: 18 hours ago • Promoted • New!
    Accounts Payable Specialist

    Accounts Payable Specialist

    Express Employment Professionals • Concord, ON, Canada
    Temporary
    This is a long-term opportunity for a reliable and detail-oriented professional who can manage accounts payable functions efficiently. Process and verify vendor invoices accurately and in a timely m...Show more
    Last updated: 6 days ago • Promoted
    Program Specialist II

    Program Specialist II

    Allegis Global Solutions • Mississauga, ON, Canada
    Permanent
    Working at Allegis Global Solutions (AGS) is more than just a job.It’s a community of people who invest in your development and empower you to blaze your own trail. Each of us is here to creat...Show more
    Last updated: 30+ days ago • Promoted
    Program Support Facilitator

    Program Support Facilitator

    ErinoakKids Center for Treatment and Development • Mississauga, ON, Canada
    Part-time +1
    Multiple Positions Available .Mississauga Site : Permanent Part time - 16.Monday, Thursday 3 : 00pm - 7 : 30pm & Saturday 8 : 00am - 4 : 00pm) . Mississauga Site : Temporary ...Show more
    Last updated: 30+ days ago • Promoted
    Credit and Collections Specialist

    Credit and Collections Specialist

    Pivotal HR • Mississauga, ON, Canada
    Full-time
    Credit and Collections Specialist Our client a leader in their industry is currently searching for a Credit and Collections Specialist. This is an onsite role located in Mississauga.This position wi...Show more
    Last updated: 30+ days ago • Promoted
    Field Specialist

    Field Specialist

    Clutch Technologies Inc. • Mississauga, ON, Canada
    Full-time
    Field Specialist – Vehicle Delivery & Inspection.Clutch (Ranked #3 on Deloitte's Enterprise Leaders List 2024).Clutch is Canada's first fully online platform for buying and sellin...Show more
    Last updated: 30+ days ago • Promoted
    Product Specialist

    Product Specialist

    Hoskin Group • Oakville, ON, Canada
    Full-time +1
    Salary : $80,000 - $95,000 CAD per annum.Davis Controls is part of the Hoskin Group and is a leading distributor in Canadian Automation and Process markets. Reporting To : Product Group Manager.As a l...Show more
    Last updated: 5 days ago • Promoted
    Product Manager, Specialty Products

    Product Manager, Specialty Products

    Empire Life • oakville, on, ca
    Full-time
    Product Manager, Specialty Products.Location : Remote - Anywhere in Canada or Hybrid - Kingston, Toronto or Montreal.Empire Life is looking to hire a Product Manager Specialty Products to join our I...Show more
    Last updated: 24 days ago • Promoted
    Learning and leadership development program coordinator

    Learning and leadership development program coordinator

    Quik Hire] • Woodbridge, Ontario, Canada
    Full-time
    Work must be completed at the physical location.There is no option to work remotely.Work conditions and physical capabilities.Show more
    Last updated: 14 days ago • Promoted