We invite you to join a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work workplace that is the perfect blend of friendliness, support, and professionalism, not to mention fun!

As a Mortgage Specialist , you will partner with members to develop personalized borrowing strategies that support home ownership, financial wellbeing, and life's important milestones. The Mortgage Specialist serves members across all SASCU branch locations, ensuring members have access to specialized borrowing expertise and a consistent advisory experience.

What you’ll do:

Provide education and advice on residential mortgage and personal lending solutions (e.g., mortgages, home equity financing, personal loans, lines of credit, credit insurance, and related products) to help members make informed borrowing decisions and achieve their financial goals.

Manage an assigned mortgage portfolio with regular reviews and personalized contact to build trusted relationships and ensure members' borrowing needs continue to be met.

Interview applicants, analyze financial information, assess creditworthiness, and approve loans within delegated lending authority or prepare recommendations for Central Credit.

Identify opportunities and refer members to colleagues when appropriate to ensure members receive comprehensive financial solutions that meet their evolving needs.

Represent SASCU at community events, seminars, and educational sessions by delivering presentations that build financial literacy, promote borrowing solutions, and strengthen community relationships.

Complete lending documentation and mortgage transactions in compliance with internal policies, regulatory requirements,



and established lending standards.

Provide peer coaching and back-up to Financial Advisors across SASCU’s branch network.

What you’ll bring:

2 years of post-secondary education or equivalent.

6–7 years of progressive banking or financial services experience, including 1-2 years of experience assessing lending application using sound underwriting practices.

Completion of CCUA Introduction to Business Financial Statements within six months of attaining the position.

Access to reliable transportation, and willingness to travel to any SASCU related business location as required.

Proven sales skills and a passion for member education and advice.

Strong communication, analytical, and organizational skills.

Comfort with digital tools and financial systems.

We invest in our employees by offering:

A competitive base salary ($68,800 – $86,000 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.

Comprehensive group benefits coverage including extended health and dental care, life and disability insurance, and an Employee Assistance Program.

Flexible spending account for additional health and personal wellness activities and expenses.

Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.

Opportunities for career growth,



financial assistance for training and development, and rewards and recognition.

Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday-Friday position, with flexibility to work Saturdays as required. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization.

Our Commitment to Diversity and Inclusion:
SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment based solely on their qualifications, training, and experience as they relate to the position, with emphasis on selecting the best-qualified person for the job. We support an inclusive setting where employees feel empowered to share their experiences, ideas, and perspectives.

A bit about SASCU:
SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. In addition, SASCU stewards $290 million in client investments and serves more than 5,000 insurance customers. Learn more at sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of reference, criminal record, and credit checks.

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📌 Mortgage Specialist (British Columbia)
🏢 SASCU
📍 British Columbia