Summary
Overview
Work History
Education
Skills
Accomplishments
LEADERSHIP & COMMUNITY
PROFESSIONAL DEVELOPMENT
Timeline
Generic

DREW KIRKUP

Summary

Results-driven financial services professional with leadership experience in lending operations, quality assurance, regulatory compliance, and risk management. Skilled in file review, operational support, and cross-department collaboration to resolve customer concerns. Prepared to leverage expertise in quality standards and employee development in a leadership role at Intact Financial.

Overview

9
9
years of professional experience

Work History

Agriculture Loans Officer

Sunrise Credit Union
08.2025 - Current
  • Led a diverse agricultural lending portfolio while ensuring regulatory compliance and exceptional service.
  • Approve lending applications within delegated authority.
  • Reviewed and interpreted residential and agricultural property appraisals to inform mortgage and lending decisions while ensuring compliance with lending policies.
  • Review documentation and recommendations for quality, completeness, and policy compliance.
  • Train and mentor new lending staff while acting as a technical resource by answering questions and ensuring consistent application of policies and procedures.
  • Supported daily operations by organizing workflow, prioritizing team activities, and upholding service standards during management absences.
  • Built collaborative relationships with members, lawyers, accountants, appraisers, and internal departments to enhance communication and streamline processes.

Consumer Loans Officer

Sunrise Credit Union
06.2024 - 08.2025
  • Managed personal loans, mortgages, lines of credit, and credit cards.
  • Performed detailed financial analysis and independent lending decisions.
  • Assessed residential appraisal reports as part of mortgage underwriting and risk assessment.
  • Cross-sold creditor insurance and protection products, aligning offerings with member needs to enhance financial security.
  • Educated members on insurance products, enabling informed decision-making to safeguard financial obligations.
  • Resolved complex customer concerns, ensuring satisfaction while mitigating organizational risk.

Loans Clerk

Sunrise Credit Union
08.2023 - 06.2024
  • Prepared and maintained loan security documentation to support funding processes.
  • Coordinated with legal professionals and lenders to confirm documentation accuracy and integrity.
  • Conducted quality assurance reviews prior to funding to ensure compliance and accuracy.

Member Service Representative

Sunrise Credit Union
06.2022 - 08.2023
  • Delivered outstanding customer service and mentored new employees.
  • Assisted members with account inquiries and transaction processing.
  • Educated clients on financial products and services available.
  • Resolved member complaints through effective communication and problem-solving.

Senior Retail Associate / Team Lead

RONA Delmar's Hardware
09.2017 - 09.2020
  • Led retail operations, trained staff, managed workflow and inventory, and ensured exceptional customer service.

Education

Business Administration Diploma - Finance Specialization

Assiniboine Community College

Skills

  • Loan Documentation
  • Financial Analysis
  • Risk Assessment
  • Regulatory Compliance
  • Compliance
  • Property Valuation
  • Documentation Accuracy
  • Quality Control
  • Operations
  • Process Improvement
  • Project Management
  • Technology
  • Microsoft Office
  • Excel
  • Customer Relationship Management
  • OnBase
  • Financial Software
  • Lending Platform
  • Leadership
  • Coaching
  • Team Development
  • Collaboration
  • Employee Support
  • Customer Focus
  • Complaint Resolution
  • Relationship Management

Accomplishments

  • Independently approve lending decisions within delegated authority while balancing risk and customer experience.
  • Trusted to review colleagues' lending recommendations and documentation for quality, consistency, and policy compliance.
  • Currently mentor and train a new Consumer Loans Officer while acting as a technical resource for the lending team.
  • Frequently provide operational support during management absences to maintain service levels and workflow.
  • Graduate of Sunrise Credit Union's Emerging Leaders Program focused on leadership, communication, and change management.
  • Project Evolve participant contributing to operational improvement and member experience initiatives.

LEADERSHIP & COMMUNITY

  • Head Coach – Melita U15 Hockey
  • Treasurer – Banana Days Festival Committee
  • Operate family farm alongside my brother
  • Graduate – Sunrise Credit Union Emerging Leaders Program
  • Project Pathfinder – Operational Improvement Initiative

PROFESSIONAL DEVELOPMENT

  • Agriculture Lending
  • Applied Consumer Lending
  • Applied Residential Mortgage Lending
  • Consumer & Residential Mortgage Lending
  • Different by Design

Timeline

Agriculture Loans Officer

Sunrise Credit Union
08.2025 - Current

Consumer Loans Officer

Sunrise Credit Union
06.2024 - 08.2025

Loans Clerk

Sunrise Credit Union
08.2023 - 06.2024

Member Service Representative

Sunrise Credit Union
06.2022 - 08.2023

Senior Retail Associate / Team Lead

RONA Delmar's Hardware
09.2017 - 09.2020

Business Administration Diploma - Finance Specialization

Assiniboine Community College
DREW KIRKUP