Location
ahuntsic north
Posted
June 18, 2026
Commute
Local Area
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Job Description
Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).
Responsibilities
Assists in preparing new business proposals or presentations to clients/prospects.
Assists in preparing for client meetings and account opening documentation.
Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
Determines client needs and ensures timely and accurate completion of transactio...
Responsibilities
Assists in preparing new business proposals or presentations to clients/prospects.
Assists in preparing for client meetings and account opening documentation.
Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
Determines client needs and ensures timely and accurate completion of transactio...