financial services officer

Overview

Languages

English

Education

• College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
• or equivalent experience

Experience

2 years to less than 3 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

Tasks

• Approve or reject applications, or recommend applications for approval or rejection
• Complete credit and loan documentation
• Interview applicants for loans
• 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

Experience and specialization

Type of loan experience

• Mortgage
• Personal

Additional information

Work conditions and physical capabilities

• Attention to detail
• Fast-paced environment
• Large caseload
• 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