financial services representative
$36.4 per hourFull-time
Sharons Credit Union
Overview
Languages
English
Education
- Bachelor's degree
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Credit union
- Business services
- Financial services industry
Responsibilities
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
- 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
- Provide job training and support
- Collect and analyze financial records of a business, such as financial statements, budgets, projections and sales data
- Perform general office duties
- Complete administrative duties
Experience and specialization
Type of loan experience
- Business
Additional information
Work conditions and physical capabilities
- Attention to detail
- Work under pressure
Personal suitability
- Accurate
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Organized
- Team player
Benefits
Health benefits
- Health care plan
Financial benefits
- Pension plan
Other benefits
- Other benefits
Vacancy posted 6 hours ago
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