financial services officer

LENDING TREE; Brampton; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading financial services company is seeking a professional to assist clients in achieving their financial goals. The role involves approving loan applications, preparing documentation, and providing solutions for business expansion and debt management. Candidates should have a college diploma and relevant experience in financial services.

Qualifications

• Education: College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year.
• Experience: 1 year to less than 2 years.

Responsibilities

• Approve or reject applications, or recommend applications for approval or rejection.
• Assist clients by proposing solutions to address financial objectives.
• Complete credit and loan documentation.

Skills

Client Assistance

Financial Analysis

Problem Solving

Education

College or CEGEP diploma

Job description

• Education : College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
• Experience : 1 year to less than 2 years

Tasks

• Approve or reject applications, or recommend applications for approval or rejection
• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
• Complete credit and loan documentation
• Forward irreconcilable accounts for collector action
• Interview applicants for loans
• Prepare statements on delinquent accounts
• Review and update credit and loan files
• Submit credit and loan applications to management

Work conditions and physical capabilities