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- Employment type
- Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- College diploma
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level
Job summary
Compile records of deposit, loan, and mortgage payments; process claims and other financial transactions; and store, update, and retrieve financial data. Provide clients with information and customer service, verify transactions, and notify customers about account discrepancies.
Job details
Overview Languages English Education College/CEGEP Experience 3 years to less than 5 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 Provide clients with information Sort, verify and process financial transactions Notify customers regarding account discrepancies Provide customer service Additional information 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 Organized Team player Benefits Health benefits Dental plan Health care plan Vision care benefits Other Benefits Other benefits
What you’ll do
Compile records of deposit, loan, and mortgage payments; process claims and other financial transactions; and store, update, and retrieve financial data. Provide clients with information and customer service, verify transactions, and notify customers about account discrepancies.
Requirements
Requires a College/CEGEP education and 3 to less than 5 years of experience. The role calls for accuracy, client focus, organization, effective communication and interpersonal skills, teamwork, and the ability to work in a fast-paced environment under pressure and tight deadlines.
Benefits
- Dental Plan
- Health Care Plan
- Vision Care Benefits
- Other Benefits
Listed skills
- Time management · Preferred
- Customer service · Preferred
- Teamwork · Preferred
- written communication · Preferred
- Organization · Preferred
- interpersonal skills · Preferred
- Attention to detail · Preferred
- Accuracy · Preferred
- working under pressure. · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial Transaction Processing
- Financial Data Management
- Deposit, Loan, and Mortgage Payment Records
- Claims Processing
- Customer Service
- Client Communication
- Account Discrepancy Resolution
- Accuracy
- Attention to Detail
- Organization
- Oral Communication
- Written Communication
- Interpersonal Skills
- Teamwork
- Working Under Pressure
- Time Management
Job areas
- Finance & Accounting
- Customer Service & Support
- Administrative