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Coastal Community

Senior Commercial Services Administrator 3 - Union

Nanaimo, BC, V9T 3M6, Canada
Parksville, BC, V9P 2G6, Canada
BC, Canada
Courtenay, BC, V9N 3R6, Canada

Full Time Role Range (Annual Salary) - $49,749.24 to $60,922.68 · Full-time

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Job details

Pay: Full Time Role Range (Annual Salary) - $49,749.24 to $60,922.68
Job type: Full-time
Experience: 1-3 years financial experience or an equivalent combination of education and experience;
Posting language: English
Posted: Oct 29, 2026

Original job description

**Posting Deadline: Please submit your application by 11:59 PM PST, November 4, 2026**

Position Type: Temporary

Duration: Approximately eighteen (18) months

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Senior Commercial Services Administrator, so if you’re passionate about improving people’s financial health and have experience with sales and service, we’d like to hear from you.

What’s the role?

As a Senior Commercial Services Administrator, under general supervision you are responsible for providing support to commercial lending personnel for processing of loan and mortgage documentation. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities" and it is your responsibility as Senior Commercial Services Administrator to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.

Your duties will include:

Obtain, verify and disperse information to/from conventional sources in a timely manner (e.g. income verification, credit bureaus, payouts, margining information, etc.)
Set up and disburse lending products, audit for accuracy, and advise management of deficiencies.
Prepare and verify commercial discharges and obsolete files.
Prepare annual account reviews.
Assist with monitoring the quality of the commercial portfolio.
Open accounts, cross-sell products and services and provide ongoing advisory services to commercial members ensuring portfolio growth.
Prepare and post renewals for credit facilities.
Prepare commercial profitability account assessments.
Provide comprehensive administrative services to the commercial department.
Perform other related duties as required.

What are we looking for?

1-3 years financial experience or an equivalent combination of education and experience;
Successful completion CUIC 185 and/or CUIC 200, and be actively pursuing CUIC Fellow Designation;
Completion of the Level 2 exam;
Proven sales record, above average MSR Lending Level I skills, and demonstrated positive leadership skills are required.

Ideally, you are a flexible, collaborative team player with:

Working knowledge of credit union products and services, and an advanced knowledge of commercial deposit and lending products, documentation requirements for commercial accounts, and the commercial account audit process.
Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications.
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
Effective listening skills to and engage members/team members in conversation to understand and identify their needs to provide resolution through sourcing information and matching an appropriate product/service/support; as well as provide a referral to the appropriate individual to complete the request if required.
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests.
The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
Although primarily engaged in the lending function, incumbents are expected to initiate sales on all Credit Union products and services. The incumbent is required to have a working knowledge of administrative functions including word processing and computer based systems.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally - right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.75% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success!

Full Time Role Range (Annual Salary) - $49,749.24 to $60,922.68

The wage ranges provided are based on the Union collective agreement.

If this role resonates with your passion and skills, we would love to hear from you.

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More about this job

Responsibilities

The Senior Commercial Services Administrator provides administrative support for commercial lending, including processing loan documentation and managing account reviews. They act as a primary point of contact for members to expand relationships and ensure the quality of the commercial portfolio.

Requirements

Candidates must have 1-3 years of financial experience and possess strong knowledge of commercial lending products and documentation. Successful completion of CUIC 185/200 or equivalent, along with proven sales and leadership skills, is required.

Skills

Commercial lending
Loan documentation
Mortgage processing
Account management
Sales
Financial advisory
Credit analysis
Audit
Customer service
Communication
Multitasking
Microsoft Outlook
Microsoft Word
Microsoft Excel
Data entry

Benefits

Extended benefits package
Education and training investment
Banking perks
Work/life balance

Visa sponsorship

Not detected in the job text

Keywords

Commercial Services
Lending
Mortgage
Credit Union
Financial Health
Account Review
Portfolio Management
CUIC
Sales
Administrative Support
Documentation
Audit
Member Relations
Windows
Outlook
Word
Excel
Financial Services
Banking
Commercial Deposits

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