Loans Adviser

2 months ago


Concord, Canada Insightful Accounting Solutions Inc. Full time

Education: College/CEGEP
- Experience: 1 year to less than 2 years
**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
- Work Term: Permanent
- Work Language: English
- Hours: 30 hours per week