Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience: 3 years to less than 5 years
or equivalent experience
Work setting
Credit union
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 Schedule work of other staff Train other workers Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
Type of loan experience
Mortgage Personal
Security and safety
Basic security clearance Bondable Credit check Criminal record check
Work conditions and physical capabilities
Attention to detail Fast-paced environment
Personal suitability
Client focus Excellent oral communication Excellent written communication Organized
Health benefits
Dental plan Disability benefits Health care plan Paramedical services coverage Vision care benefits
Long term benefits
Group insurance benefits Life insurance Other benefits Pension plan
Other benefits
Free parking available Learning/training paid by employer Parking available Wellness program
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