Clientele Financial Services Specialist: Credit & Docs

Desjardins; Victoriaville; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expenses reimburs.

Telework equipment

Eligibility-based benefits

Job summary

Desjardins is seeking a detail-oriented professional to prepare documentation for member and client meetings, enter data, and update financial statements and profiles. The role includes profitability analyses and identifying sales opportunities for account managers.

The candidate will verify and record various transactions, monitor line of credit coverage, and ensure files are complete and compliant with deadlines and standards. Knowledge of French and financing practices is required.

Qualifications

• Knowledge of French is required.
• Ability to compile financial statements.
• Knowledge of loan and guarantee contracts.
• Ability to enter financial data in the systems.
• Knowledge of financing and credit management practices.
• Familiarity with compliance requirements for regulations on the distribution of financial products and services.
• Understanding of the philosophy and inner workings of a financial services cooperative.

Responsibilities

• Prepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and taking note of sales opportunities for the account managers.
• Follow instructions by the tool: add, verify and record activity and transactions (e.g., payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation).
• Finalize documents after meetings by updating information in files and noting follow-ups and updates to financial statements.
• Perform tasks related to line of credit monitoring and update the system with necessary coverages and changes.
• Process files and reports as needed, including loan and guarantee follow-ups; perform filing and archiving per rules.
• Contact members/clients to obtain missing signatures or documents and ensure deadlines are met.

Skills

French language

Financial statements

Loan contracts knowledge

Data entry

Credit management understanding

Compliance awareness

Communication skills

Adaptability

Education

Attestation of Collegial Studies

Job description

Desjardins is seeking a detail-oriented professional to prepare documentation for member and client meetings, enter data, and update financial statements and profiles. The role includes profitability analyses and identifying sales opportunities for account managers.

The candidate will verify and record various transactions, monitor line of credit coverage, and ensure files are complete and compliant with deadlines and standards. Knowledge of French and financing practices is required.