financial services representative
On-site · Coquitlam
Education: Bachelor's degree. Work setting: Credit union. Business services. Financial services industry. 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'…