About this role
Education: College/CEGEP. or equivalent experience. Work setting: Credit union. Rural area.
Tasks
- Approve or reject applications, or recommend applications for approval or rejection.
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals.
- Complete credit and loan documentation.
- Forward irreconcilable accounts for collector action.
- Interview applicants for loans.
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services.
- Prepare statements on delinquent accounts.
- Promote sale of credit and loan services.
- Research and evaluate loan applicant's financial status, references, credit and ability to repay loan.
- Review and update credit and loan files.
- Submit credit and loan applications to management.
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers.
- Certificates, licences, memberships, and courses : Investment Funds Institute of Canada (IFIC) Accreditation.
- Type of loan experience: Automobile.
- Farm.
- Mortgage.
- Personal.
- Student.
- Security and safety: Basic security clearance.
- Bondable.
- Credit check.
- Criminal record check.
- Transportation/travel information: Own transportation.
- Valid driver's licence.
- Willing to travel.
- Work conditions and physical capabilities: Attention to detail.
- Fast-paced environment.
- Large caseload.
- Tight deadlines.
- Work under pressure.
- Experience: 2 years to less than 3 years.
- Employment terms options: Flexible hours.
- Day.
- Health benefits: Dental plan.
- Disability benefits.
- Health care plan.
- Vision care benefits.
- Financial benefits: Bonus.
- Pension plan.
- Long term benefits: Long-term care insurance.
- Other benefits: Paid time off (volunteering or personal days).