Banking, credit and other investment managers — NOC 10021

What people in this occupation do

• Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activities Ensure the institution’s policies and procedures are followed according to established guidelines and make recommendations for improvement Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers Interview corporate and individual customers and respond to customer enquiries Analyze, review and approve or reject loan and credit applications in accordance with authorized limits Monitor processing of loan applications and credit investigations Oversee preparation of monthly financial and branch progress reports Recruit personnel and identify their training needs. Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organization Administer corporate, commercial and personal loan accounts Advise customers on the commercial and personal financial services corresponding to their needs Evaluate and review loan and credit applications and collateral and make recommendations Approve or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limits Ensure collection of overdue or delinquent accounts Ensure credit policies and procedures are followed according to established guidelines and applicable legislation Prepare credit and loan reports Recruit credit personnel and identify their training needs.

Your NOC comes from the duties you perform, not your job title. Check your NOC