Publié il y a 15 jours
Special Accounts Advisor
@ Libro Credit Union
London, Ontario
En bref
Libro Credit Union is hiring a full-time Special Accounts Advisor in its London Administration team to manage a portfolio of small business and lower-complexity special accounts, including non-performing and watch-list accounts. The role involves owner meetings, credit memos, rehabilitation or exit strategies, and mentoring small business specialists. Salary is determined by skills and experience, and the posting refers to a salary range on the Libro Careers site.
Responsabilités :
- Actively manage a portfolio of special business accounts
- Meet owners and advisors to find root causes and set rehabilitation or exit strategies
- Write credit memos and detailed financial analyses
- Issue demands for payment and assist with forbearance agreements
- Mentor small business specialists and relationship managers
Résumé des exigences :
- University degree with a focus on business
- 3 to 5 years of credit adjudication or special accounts experience
- Knowledge of lending structures, financial information and legislation
- Ability to write credit memos
- Intermediate skill in Word, Excel, Ovation and nCINO
Outils et compétences
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- 2026-10-29
- Première détection par notre source
- 2026-11-14
- Mise à jour du dossier source
- 2026-11-14
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Finance et comptabilité |
| Expérience | 3 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Formation | Baccalauréat (exigé) |
| Domaines d’études | Business |
| Avantages mentionnés | Congés payés généreux, Régime de retraite, Aide aux études, Prime de rendement, Rabais employé, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Libro Credit Union
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 5 |
Libro Credit Union is growing!
Join Libro Credit Union as a full-time Special Accounts Advisor - London Administration
At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
- Empowering people to live their most fulfilled lives.
- Supporting businesses and communities to thrive.
- Caring for the planet and economic growth through sustainable practices.
We are currently hiring a full-time Special Accounts Advisor to support our London Administration team. This job posting is for an existing vacancy.
The base salary will be determined based on skills, experience, qualifications, education/training, and internal equity. Our compensation practices are equitable and transparent, and support progression through the salary range as employees grow in the role.
The Special Accounts Advisor will be responsible for effectively managing a portfolio of special accounts within the business segment, including responding to Owner requests and conducting in-depth reviews of special accounts. The portfolio for this position will primarily consist of small business and lower-complexity business accounts, each requiring tailored attention and strategic management.
The Special Accounts Advisor supports The Advice and Service teams by providing expertise on high-risk accounts, including non-performing and watch-list accounts. This involves working closely with team members to assess potential risks, provide strategic recommendations, and actively engage with clients to mitigate financial exposure.
The Special Accounts Advisor will minimize the risk of loss to the credit union by proactively implementing effective rehabilitation strategies for distressed accounts or, when necessary, executing well-defined exit strategies to protect the organization’s financial interests.
The Role
- Active Management of Special Accounts-Business Segment.
- Meeting with owners and/or their management and/or various professional advisors to determine the root causes of financial issues and then implementing strategies based on the analysis of the owner’s financial situation to rehabilitate or exit.
- Provide detailed financial analysis and write credit memos for lending requests, modifications, annual reviews, write off recommendations, etc. for actively managed accounts.
- Approve transactions within the delegated lending authority or recommend to the appropriate approval authority.
- Issue demands for payment on behalf of the Credit Union and assist the Director of Special Accounts and Collections with issuing forbearance and similar agreements.
- Collaborate with third parties necessary to enforce security including but not limited to lawyers, appraisers, real estate agents and receivers.
- Attending creditor meetings as Libro’s representative when required.
- Analyze and report on account performance, trends, and potential risks, ensuring timely escalation of critical issues.
- Advisor to Business Segment - Special Loans Collaborate with relationship managers and small business specialists to develop tailored strategies for rehabilitating watchlist and special accounts.
- Conduct in-depth reviews of distressed accounts to identify root causes of challenges and opportunities for improvement.
- Recommend actionable solutions, including restructuring, repayment plans, or asset recovery strategies.
- Provide expert advice to small business specialists and relationship managers on mitigating risks and optimizing outcomes for Watchlist account portfolios.
- Mentor and train small business specialists and relationship managers on best practices for handling special accounts.
- Assisting the Director, Special Accounts and Collections with audits, policy and procedures and other Special Accounts related matters Track the progress of rehabilitation plans and adjust strategies based on account performance and market conditions.
- Prepare regular reports and presentations for senior management on the status and outcomes of special accounts.
- Support the Director in reviewing, updating, and implementing policies and procedures related to special accounts and collections. Provide input on policy changes to align with regulatory updates and industry best practices.
- University Degree with a focus on business.
- Minimum of 3-5 years’ experience in Credit Adjudication and/or Special Accounts management capacity at a financial institution.
- Understanding of the financial environment and its impact on special accounts management.
- Skilled in business concepts including lending structures, financial information, and relevant legislation and policies.
- Strong analytical, organizational, and problem-solving skills.
- Ability to write credit memos
- Adept at handling complex situations with a calm and strategic approach.
- Understanding of various legal concepts and strategies relating to non-performing and special loans
- Ability to work at an intermediate level in Microsoft Word, Excel, and the Ovation banking system.
- Ability to work in the nCINO LOS.
- A passion for helping people grow their financial well-being.
- Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.
- Competitive salaries, benefit packages, pension plans, & incentive programs, that value your dedication.
- Generous vacation time.
- Employee wellness program, Employee & Family Assistance Program, fitness club discounts, technology offers, travel and entertainment deals.
- Dedicated staff banking specialists to support strengthening your own financial well-being! Staff accounts and staff rates on products and services.
- We believe in developing internal talent. Unlock your potential with tuition assistance and opportunities for advancement.
Libro Credit Union is committed to a safe, healthy, and inclusive workplace that values differences and treats everyone with respect. We are dedicated to a recruitment process that is fully accessible to all candidates. If you require accommodation or support at any stage, contact us to let us know how we can help.
Please note the expected salary range for this role is available on the Libro Careers site, where candidates are required to apply.
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