financial services representative

ADI & ADI FINANCIAL INC.; Mississauga; On-site; CAD 40,000 - 60,000; Full time

Job summary

A financial services company in Peel Region is looking for a Loan Officer to assist clients in achieving their financial goals. The role involves processing loan applications, networking, and providing exceptional client service. Candidates should have a college education and some related experience. This is a permanent position with 30 hours of work per week, offering a fast-paced environment with tight deadlines.

Qualifications

• 7 months to less than 1 year experience in related field is preferred.
• Must have strong client-focused attitude and excellent communication skills.

Responsibilities

• Approve or reject applications for loans.
• Assist clients with financial goals and documentation.
• Network to promote and sell loan services.

Skills

Attention to detail

Client focus

Excellent oral communication

Excellent written communication

Team player

Education

College / CEGEP

Job description

Overview

• Education : College / CEGEP
• Experience : 7 months to less than 1 year

Responsibilities

• 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
• Interview applicants for loans
• Prepare statements on delinquent accounts
• Promote sale of credit and loan services
• Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
• Review and update credit and loan files
• Submit credit and loan applications to management
• Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers

Work conditions and physical capabilities

• Attention to detail
• Fast-paced environment
• Large caseload
• Tight deadlines
• Work under pressure

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Team player
• Work Term : Permanent
• Work Language : English
• Hours : 30 hours per week