Support business financing teams through financial data entry, document preparation, and credit file administration within Desjardins. French is required for this position.
As a Financial Services Agent supporting business clientele, you will complete operational tasks assigned by sales teams. Your work includes preparing meeting documents, updating financial statements, recording transactions, and monitoring credit lines. You will also maintain complete files and meet applicable quality standards.
Key Responsibilities:
- Prepare client meeting documents and update financial profiles
- Record financing activities, transactions, renewals, and payouts
- Finalize files and document required follow-ups
- Monitor credit lines and assess preliminary coverage needs
- Contact clients about missing or unsigned documents
Requirements:
- Attestation of Collegial Studies
- Minimum two years of relevant experience
- Knowledge of French
- Ability to compile financial statements
- Knowledge of business financing and credit management practices
Bring financial data expertise, document control, and financing knowledge to Desjardins business clientele support operations.
Business Financing Operations Agent in Shawinigan employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
