commercial mortgages accounts manager

Work setting

• Bank or caisse populaire
• Credit union
• On-site customer service
• Retail banking

Responsibilities

Tasks

• Identifying and investigating compliance issues
• Plan and control budget and expenditures
• Hire, train, direct and motivate staff
• Establish and implement policies and procedures for accounting and financial control
• Establish and implement policies and procedures for buying and selling of financial products
• Establish policies and procedures for assessing credit and loan applications
• Authorize loan and credit applications
• Oversee the preparation of reports
• Leading/instructing groups
• Address customers' complaints or concerns
• Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
• Variance analysis
• Consult with clients after sale to provide ongoing support

Supervision

• 1 to 2 people

Experience and specialization

Regulatory investigation

• Regulatory reporting

Computer and technology knowledge

• MS Excel

Area of specialization

• Business analysis
• Collections
• Risk management
• Commercial banking
• Consumer banking
• Loans and mortgages
• Investigation
• Financial examination

Specialization/experience (business sales and services)

• Negotiation

Additional information

Security and safety

• Bondable
• Criminal record check
• Credit check
• Eligible for professional liability insurance

Work conditions and physical capabilities

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

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Initiative
• Judgement
• Organized
• Team player
• Values and ethics
• Ability to multitask
• Due diligence
• Analytical

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Paramedical services coverage
• Vision care benefits

Financial benefits

• Bonus
• Group insurance benefits
• Life insurance
• Mileage paid
• Pension plan

Long term benefits

• Long-term care insurance
• Maternity and parental benefits

Other benefits

• Free parking available
• Learning/training paid by employer
• Other benefits
• Paid time off (volunteering or personal days)
• Team building opportunities
• Parking available
• Travel insurance
• Variable or compressed work week
• Wellness program