Officer, Loans

1 week ago


Surrey, Canada AAR Financial Full time

**Work Setting**:

- Financial institution

**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
- 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

**Type of Loan Experience**:

- Mortgage
- Personal

**Work Conditions and Physical Capabilities**:

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

**Personal Suitability**:

- Accurate
- Client focus
- Effective interpersonal skills
- Excellent oral communication
- Excellent written communication
- Judgement
- Organized
- Team player


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