financial services representative

Pride Group Logistics; Mississauga; On-site; CAD 30,000 - 60,000; Full time

Job summary

A logistics and financial services provider located in Peel Region, Mississauga is seeking a qualified individual to manage loan applications and assist clients in achieving their financial goals. The ideal candidate will have a secondary school graduation certificate and relevant experience, along with a commitment to customer service in a fast-paced environment. This permanent role requires attention to detail and involves managing a large caseload.

Qualifications

• 1 year to less than 2 years of experience in a related field.

Responsibilities

• Approve or reject applications for loans.
• Assist clients in meeting financial objectives.
• Open new personal and non-personal accounts.
• Promote the sale of credit and loan services.

Education

Secondary (high) school graduation certificate

Job description

Qualifications

• Education: Secondary (high) school graduation certificate
• 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 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
• Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
• 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

Security and safety

• Basic security clearance

Work conditions and physical capabilities

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

Work Terms

• Work Term: Permanent
• Work Language: English
• Hours: 30 to 40 hours per week