Mortgage officer
JinXi Financial
Overview
Languages
English
Education
- College/CEGEP
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Financial institution
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
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- 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
Experience and specialization
Type of loan experience
- Mortgage
Area of specialization
- Loans and mortgages
Additional information
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Work under pressure
Benefits
Health benefits
- Health care plan