Associate Account Manager–Vancouver Richmond Branch
Vancouver, Canada, Canada
1d ago

Duties and Responsibilities :

  • Actively seek and approach prospective applicants and collect specified information related to loan or credit application.
  • Responsible for preparing initial credit application and completion of required documentation.
  • Independently review, assess and scrutinize Financial and Borrower information to develop a strong rationale in the adjudication and / or onward recommendation of credit proposals.
  • Coordinates processing of approved loans, ensuring that loans are processed according to agreement, customer needs and conform to Bank lending policies.
  • Solves problems relative to processing and servicing of loans within his or her portfolio.
  • Provide input to maintain up-to-date file on client, including conducting annual reviews.
  • Identify opportunities for business expansion and product enhancements of existing client business based on client feedback and competitive market analysis.
  • Represents the Bank in various community and social events to further enhance the Bank's image and develop additional business.
  • Sells real estate lending products and retail banking services.
  • Proactively contact and engage with third party realtor, lawyer and other related referral sources to create relationships which lead to referrals of customers.
  • Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated.

  • Assist the branch manager in achieving the annual deposit and loan growth goals assigned.
  • Requirements / Qualifications :

  • A minimum of 3 years of residential mortgage experiences.
  • Solid knowledge of commercial, real estate and consumer loan processing.
  • Relevant post-secondary education with Diploma / Degree in Business Administration, Accounting, Finance or Economics.
  • Fluency in both English and Mandarin (or Cantonese) Chinese is essential.
  • Ability to develop marketing and business development skills with customers.
  • High degree of proficiency in Microsoft Office tools and applications, including MS Office Suite.
  • Effective verbal and written communication skills.
  • Strong interpersonal and negotiation skills.
  • Excellent organizational and time management skills with the ability to prioritize and work accurately within deadlines.
  • Adaptability and flexibility to deal with a rapidly changing environment.
  • Accuracy and attention to detail.
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