Manager, Program Lending
Meridian Credit Union
- Etobicoke, ON
- Permanent
- Full-time
- Create and maintain (with the appropriate support of partners) targeted Franchise programs for Business banking delivery to proactively pursue in their markets, this includes the creation and ongoing support of program specific campaigns to support the various programs.
- Maintain business relationships with key contacts at each of the approved Franchisees by having regular meetings by phone, virtual or in-person meetings. Targeting quarterly contacts.
- Provide ongoing support to our front-line sales teams as they continue these programs. This includes working closely with the new Senior Manager Professionals.
- Track and report growth in terms of referrals, Member and sales dollar growth, & new Franchisor programs to Director of Small Business for distribution to Meridian’s Management & Executive Leadership Team.
- Represent Meridian at various external events such as tradeshows, conferences, Franchisor and professional events etc.
- Complete periodic intel on competitive business banking offers in both the franchising and professionals’ space and help to maintain and grow our Membership by assisting our partners with delivering exceptional Member experience.
- Maintain weekly discussions with Condo Corp seeking to drive new loans and improving on current procedures to enhance the relationship by removing any unnecessary hurdles.
- Maintain a regular focus on Condo Corp Portfolio with Program Lending Specialist. Have weekly touch-base meetings to ensure all new loan applications, renewal applications and annual reviews are completed within SLA targets. Review irregularity (RIL) items with Program Lending Specialist on a regular basis to ensure compliance is maintained.