financial services officer

Education

• College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
• or equivalent experience

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
• Prepare statements on delinquent accounts
• Review and update credit and loan files
• Submit credit and loan applications to management

Work conditions and physical capabilities

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

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Team player
• Integrity
• Quick learner

Experience

• 1 year to less than 2 years
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 30 to 44 hours per week