The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. More specifically, you will be required to : Prepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and taking note of sales opportunities for the account managers. Follow the instructions given by the tool. Add, verify and record activity and transactions (e.g., payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, register of personal and movable real rights registration). Finalize documents following member and client meetings by updating information in their files, taking no
Postuler chez l'employeur (offre originale)
Autres offres d'emploi à Sainte-Marie
Toutes les offres d'emploi au Québec
Job-Ka — Un service Groupe KA