Apply credit administration and document management skills supporting Desjardins account managers with business financing transactions. French knowledge is required for this work.

As a Financial Services Agent, you perform operational activities assigned by sales teams for financing products and services. You will verify transactions, update member financial statements, manage loan and guarantee documentation, and maintain complete files. Duties also include preliminary coverage analysis, reporting, archiving, and contacting clients about outstanding documents. Applicants need an Attestation of Collegial Studies and a minimum of two years of relevant experience. Other qualification and experience combinations may be considered. Knowledge of business financing practices, credit management, and compliance requirements supports the work.

Key Responsibilities:





- Verify and record financing activities and transactions
- Update files after member and client meetings
- Process loan and guarantee follow-up reports
- File, purge, and archive documents according to practices
- Ensure files meet deadlines and quality standards

Requirements:

- Attestation of Collegial Studies
- At least two years of relevant experience
- Ability to enter financial data in systems
- Knowledge of business credit management practices
- Familiarity with financial product distribution regulations

Bring transaction verification, credit administration, and compliance knowledge to Desjardins business financing support operations.

📌 Business Credit Operations Agent (Shawinigan)
🏢 Desjardins
📍 Shawinigan