Job Summary: 

• Handle non-routine complex issues about claims complications and claims processes, escalating where necessary
• Ensure application of pertinent policy and action calculation of claims rates.
• Review claim reports of high complexity to ensure accurate records are produced and distributed.
• Distribute new claim notifications and updates to the team to ensure information shared is consistent and clear.
• Ensure incoming documentation from clients and underwriters, guidance, and feedback to colleagues are filed to keep documentation organized.
• Inspect receipt of documentation by mail or phone to ensure operational excellence and to maintain ongoing and professional communication with insurers, clients, and underwriters
• Ensure that client and insurer-related materials are catalogued, distributed, and readily available to the team.
• Review a high volume of claim information on appropriate claim applications and ensure compliance with any local service standards to maintain accurate records for Claims Advisory.
• Create standard templates for insurance claims forms and review templates for effectiveness to ensure that support staff produce consistent deliverables.
• Check claim files and ensure files with missing information are properly flagged, and follow-up correspondence is sent to the insured or other involved persons for missing or supplemental information.
• Identify potential policies and coverages for incoming claims, perform independent research to seek validation or clarification to add value to Claims Advisory, and support claims analysts.

Skills on Resume: 

• Complex Claims Handling (Soft Skills)  
• Claims Policy Application (Hard Skills)  
• Claim Report Review (Hard Skills)  
• Clear Communication (Soft Skills)  
• Documentation Organization (Hard Skills)  
• Professional Communication (Soft Skills)  
• Material Distribution (Hard Skills)  
• Policy Research (Hard Skills)

Job Summary: 

• Remain flexible and work with other Examiners and Analysts to achieve team goals.
• Analyze problems with appropriate logic and fact-finding, identify irregularities or minor issues before major problems appear.
• Exhibit basic understanding of supervisory processes, banking processes, and products
• Have basic knowledge of applicable laws and regulations
• Understand the interrelationship of banking risks
• Apply an integrated risk management approach using supervisory guidance and feedback from senior-level Examiners.
• Manage own workflows with periodic input from Examiner-In-Charge, senior examination staff, and Exam Managers to meet supervisory milestones.
• Present both orally and in written form findings and assessments concerning non-complex supervisory matters to internal and external stakeholders.
• Seek and accept coaching and constructive feedback.
• Participate in team meetings with the risk assessment and risk management teams

Skills on Resume: 

• Team Collaboration (Soft Skills)  
• Problem Analysis (Hard Skills)  
• Supervisory Process Knowledge (Hard Skills)  
• Regulatory Knowledge (Hard Skills)  
• Banking Risk Understanding (Hard Skills)  
• Risk Management Approach (Hard Skills)  
• Workflow Management (Soft Skills)  
• Presentation Skills (Soft Skills)

Job Summary: 

• Leads and conducts risk-focused examinations of credit unions and caisse populaires
• Assess legislative compliance, determine risks, and identify deficiencies in support of FSRA’s prudential regulation of credit unions and caisse populaires, and following the CUP established criteria and standards.
• Collects, reviews, and analyzes financial and other data, including recent risk profiles of the credit union and caisse populaires
• Develop, recommend, and implement an action plan for conducting the examination process based on the size, complexity, and risk profile of the credit union.
• Reviews the sample size of transactions during on-site examinations and any further documents and evidence required to conduct the examination and to assess compliance.
• Examines risks in the areas of corporate governance, legislative compliance, enterprise risk management (ERM), credit, market, structural, liquidity, and operational risk management, through discussions with representatives from the institutions and further review and analysis of documents
• Provides input and recommendations on the scope of examinations and discusses emerging/market events for consideration in the summary of findings and conclusions.
• Develops and maintains relationships with credit unions and other stakeholders (internal and external) concerning examinations and audit issues
• Maintains working papers that document all procedures conducted and provides evidence to support the findings, including assessment of the specific module examined.
• Prepares comprehensive examination reports and the appropriate corrective action for each of the modules reviewed, which set out the overall ratings, major findings, conclusions, and recommendations involving the effectiveness of the credit union’s risk management practices, including their policies, controls, and compliance with procedures
• Works in collaboration with colleagues across CUP on department priorities for FSRA
• Reviews the Credit Union's response to interim examination reports and recommends whether findings are to remain or if the institution has provided adequate support to remove contested findings

Skills on Resume: 

• Risk Examination (Hard Skills)  
• Legislative Compliance (Hard Skills)  
• Data Analysis (Hard Skills)  
• Action Plan Development (Hard Skills)  
• Transaction Review (Hard Skills)  
• Risk Assessment (Hard Skills)  
• Relationship Management (Soft Skills)  
• Report Preparation (Hard Skills)