Overview
Languages
English
Education
Experience
2 years to less than 3 years
Work setting
- Financial institution
- Urban area
Responsibilities
Tasks
- 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
- 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
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
Experience and specialization
Computer and technology knowledge
Type of loan experience
- Business
- Mortgage
- Personal
Type of industry experience
Additional information
Security and safety
Transportation/travel information
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Overtime required
- Tight deadlines
- Work under pressure