loan clerk - financial sector

Government of Canada; Vancouver; On-site; CAD 50,000 - 70,000; Full time

Job summary

A governmental organization in Metro Vancouver is seeking an experienced professional for a role involving compiling financial records, processing claims, and providing customer service. Candidates must have 2-3 years of relevant experience, knowledge of MS Excel and MS Office, and strong communication skills. The position is on-site with a fast-paced environment and offers various health and financial benefits including a dental plan and a Registered Retirement Savings Plan (RRSP).

Benefits

Dental plan

Disability benefits

Health care plan

Registered Retirement Savings Plan (RRSP)

Other benefits

Qualifications

• 2 years to less than 3 years of experience required.
• Ability to work in a fast-paced environment with tight deadlines.

Responsibilities

• Compile records of deposit, loan and mortgage payments.
• Process claims transactions.
• Store, update and retrieve financial data.
• Administer policy changes.
• Process applications for loans and mortgages.
• Provide clients with information.
• Sort, verify and process financial transactions.
• Verify and balance transactions.
• Notify customers regarding account discrepancies.
• Provide customer service.

Skills

Computer and technology knowledge

Client focus

Excellent oral communication

Excellent written communication

Organized

Efficient interpersonal skills

Education

College/CEGEP

Tools

MS Excel

MS Office

Job description

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.

Responsibilities Tasks

• Compile records of deposit, loan and mortgage payments
• Process claims transactions
• Store, update and retrieve financial data
• Administer policy changes
• Process applications for loans and mortgages
• Provide clients with information
• Sort, verify and process financial transactions
• Verify and balance transactions
• Notify customers regarding account discrepancies
• Provide customer service

Experience and specialization

Computer and technology knowledge

• MS Excel
• MS Office

Additional information Work conditions and physical capabilities

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

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Organized
• Team player

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan

Financial benefits

• Registered Retirement Savings Plan (RRSP)

Other benefits

• Other benefits