Full-Time

Financial Sales And Service Officer

Posted on May 22

Southwest Regional Cre...

Sarnia, ON

Languages English

Education College/CEGEPor equivalent experience

Credentials (certificates, licences, memberships, courses, etc.)

Investment Funds Institute of Canada (IFIC) Accreditation

Experience 5 years or more

Specific Skills

Submit credit and loan applications to management; Review and update credit and loan files; Promote sale of credit and loan services; Prepare statements on delinquent accounts; Interview applicants for loans; Forward irreconcilable accounts for collector action; Complete credit and loan documentation; Approve or reject applications, or recommend applications for approval or rejection; Research and evaluate loan applicant's financial status, references, credit and ability to repay loan; Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services; Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals

Work Setting Credit union

Type of Loan Experience Student; Mortgage; Automobile; Personal

Security and Safety

Bondable; Credit check; Criminal record check; Basic security clearance

Transportation/Travel Information

Own transportation; Willing to travel; Valid driver's licence

Work Conditions and Physical Capabilities

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

Work Location Information Various locations

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