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Advice on either choosing NOC 6435 or NOC 1434 for PR application

haochau226

Newbie
Jun 11, 2018
8
0
Hello, I am having a difficulty in determining my NOC code. My job title is LOAN MORTGAGE PROCESSOR. I am in between NOC 6435 and NOC 1434. I feel like my job duties are similar to NOC 6435. However, my job title is named as LOAN MORTGAGE PROCESSOR which, according to this post https://www.canadavisa.com/canada-immigration-discussion-board/threads/seeking-advice-about-noc-code.135373/ should be considered in NOC 1434. Anyone has experience in this, please give me some advice. THank you

My previous duties are show below:
  1. Interviewed client to fill out loan application in office, online and/or by phone into the system for faster loan processing.
  2. Helped borrower choose the best mortgage products with the best payment plans that fit the financial goals of the clients whether the property is primary or rental property.
  3. Researched, Verified, and evaluated loan documents including appraisal, tax returns, paystuds, credit reports, appraisals, property profiles to ensure the authenticity of all information and the ability to pay back the loan.
  4. Gathered and organized loan documents.
  5. Reported to management suggesting to either approve or reject the loan application. If approved, notified and provided clients more information about interest rates, payment terms of the loan.
  6. Sent daily notifications updating loan status to borrowers and answered any questions regarding to the loan.
  7. Performed additional office duties assigned by management.
Main duties of NOC 6235 https://noc.esdc.gc.ca/Structure/NocProfile/3ae87494d8094dfaa1a4dac6842b6b18?objectid=hhYaFlrMlcJ+uk9IthBXfsvJaUFn6gxj4oW6f2yQB+0Ax0etnwY6VjVpyC1hTMEe
This group performs some or all of the following duties:
  • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
  • Interview applicants for personal, mortgage, student and business loans
  • Promote the sale of deposit, investment, credit and loan products and services
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
  • Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan
  • Complete credit and loan documentation
  • Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected
  • Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action
  • Review and update credit and loan files
  • Act as joint custodian for cash and securities.
Main duties of NOC 1434 https://noc.esdc.gc.ca/Structure/NocProfile/2b8df165201a489e9a6d3e322cc9a9b9?objectid=FZ9roBpby4paF2kPchThD0NtcmEdpTx8kg7+bk+e5VrZNEXJ4qdj7yolKyjbfx9l
This group performs some or all of the following duties:
Bank clerks

  • Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
  • Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
  • Verify and balance automatic teller machine transactions and ledger entries, calculate service charges and interest payments and notify customers regarding account discrepancies and captured bank cards
  • Answer enquiries and provide information on banking products, policies and services
  • May sell drafts, money orders, travellers' cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.
Insurance clerks
  • Process enrolments, cancellations, claims transactions, policy changes and premium payments
  • Review insurance applications and verify insurance coverage, premiums paid and other insurance information
  • Calculate insurance premiums, pension benefits and annuity payments
  • Compile and maintain claims data, rates and insurance data and records
  • Answer enquiries and provide information on insurance products, policies and services.
Other financial clerks
  • Compile and maintain rental, sale and other real estate listings
  • Compile and maintain stock, bond and other securities listings
  • Sort, verify and process real estate, securities and other financial transactions
  • Answer enquiries and reply to correspondence.
 
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Deleted member 1161112

Guest
Hi everyone. I am looking to take your advice & expertise to determine the exact NOC TEER Code for the job duties that I perform at my place of work as a Loan Processing Specialist. Now, I’m worried if the position qualifies under NOC 63102 or NOC 14201. Your help will save me from a lot of stress and I’ll really appreciate it. Please share your valuable insight.

I most definitely feel it is NOC 63102, as three duties match with it and since it is a loan processing specialist job, just like a loan officer/analyst job.

The duties being:
  • Processors apply detailed knowledge and understanding of company policies and exception approvals.
  • Assess and analyze loan applications; review, evaluate and analyze credit and financial history of applications including capacity to pay to make final processing decision.
  • Grant approvals applications in accordance with company policy or as delegated by the Risk and Analytics department as a loan processor
  • Provide rationale to branch managers in regards to the underwriting process and the analysis that took place where such applications are either approved or refused.
  • Adhere to acceptable review timeframes for analysis of applications and processor best practices
  • Incorporate new (or changes to) policies and procedures in a live environment fluidly so as not to disrupt workflow for the processing unit.
  • Answer queries from sales staff pertaining to applications submitted for analysis and/or exception approval from the processing team.
  • Pinpoint fraudulent documents during analysis and report these to appropriate departments and the processing unit.
  • Match and validate application information such as income, paystubs and credit ratings to make a final processing decision in the approval process