Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience: 3 years to less than 5 years
or equivalent experience
Work setting
Credit union
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
Interview applicants for loans
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