loan clerk - financial sector

Education

• College / CEGEP

Tasks

• Compile records of deposit, loan and mortgage payments
• Process claims transactions
• Store, update and retrieve financial data
• Administer policy changes
• Process applications for loans and mortgages
• Provide clients with information
• Sort, verify and process financial transactions
• Verify and balance transactions
• Notify customers regarding account discrepancies
• Provide customer service

Computer and technology knowledge

• MS Excel
• MS Office

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Large caseload
• Attention to detail

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Organized
• Team player

Experience

• 2 years to less than 3 years

Health benefits

• Dental plan
• Disability benefits
• Health care plan

Financial benefits

• Registered Retirement Savings Plan (RRSP)

Other benefits

• Other benefits
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 37.5 hours per week