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About the Role

Reporting to the Director, Team Lead, you will play a key role in the growth of the Syndication Portfolio by supporting the team in underwriting and recommending high-quality transactions that align with Meridian Credit Union's credit policies and risk appetite. You will perform comprehensive financial analysis and due diligence on syndicated financing opportunities, delivering sound credit recommendations and insights. Working closely with Directors, you will help develop and manage client and partner relationships, contributing to portfolio growth while supporting MCU's profitability and risk management objectives. This position is a unique opportunity to broaden your financial skillset, deepen your understanding of various industries and financial structures and gain exposure to capital market deals.

Responsibilities

Assist in preparation of credit applications.
Provide analytical and due diligence support to Directors in assessing financial transactions and securing timely credit approvals.
Build and analyze financial models.
Write a lending proposal detailing both the financial and non-financial parameters important to decision making.
Take execution ownership to ensure credit applications are completed on time and accurately to meet the Borrower’s expectations.
Manage the routing account opening process for the Borrower.
Liaise with other MCU staff to obtain credit approval.
Establish personal goals and action plans to support the Business Banking Centre and Retail branch business objectives, with some community involvement required.
Demonstrate an ongoing willingness to assume higher degrees of accountability and responsibility, leading to assumption of a position as a Relationship Manager, Commercial Services.
Keep abreast of changes within diverse industry sectors and proactively identifies opportunities to improve the growth and development of the assigned portfolio by analyzing member needs, trends, and competitor offerings.

Requirements

Between 1 - 3 years of relevant experience.
Undergraduate degree has academic coursework in finance or accounting.
Analytical and problem-solving strength with a strong aptitude and ability to perform in-depth financial analysis.
Strong verbal and written communication skills.
Demonstrate organizational values through leadership and personal behaviors.
Strong personal commitment to professional development.
Good knowledge of banking system and business account operating procedures.
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.
Demonstrates a high capacity for increasingly complex workloads.

Skills

Embedding & leveraging technology
AI and emerging technologies
Low/no code tools like the Microsoft Power Platform
Generative AI productivity tools like Microsoft Copilot
Critical Thinking
Data Driven
Curiosity & Flexibility

Location

Toronto Corporate Office located at 3280 Bloor St W, Etobicoke, ON.
Business Banking Centre 500 located at 50 Ronson Dr, Etobicoke, ON.

Work Type

Hybrid work opportunity
Hybrid work arrangements

Experience Level

1 - 3 years of relevant experience

Education Level

Undergraduate degree in finance or accounting

Salary/Compensations

CAD $59,800.00 to $89,800.00 annually.

Benefits

Inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success
Tools and technology needed to delight your candidates and clients
Opportunity to work with and learn from diverse industry leaders
Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues

About the Company

Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members.
Meridian has more than 80 years of banking history and is 100% owned by its members.
With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members.
With over 2200 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve.
Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

Equal Opportunity

Meridian 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.