financial services representative

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

Job summary

A local financial services company is seeking a motivated individual to assist clients with financial objectives, process loan applications, and manage credit documentation. The role requires attention to detail, effective communication, and the ability to work under pressure. Ideal candidates will have a college education and relevant experience in financial services.

Qualifications

• Experience of 7 months to less than 1 year in a relevant financial role.
• Proficiency in preparing credit and loan documentation.
• Ability to interview applicants for loans.

Responsibilities

• Approve or reject loan applications and recommend decisions.
• Assist clients with financial objectives such as debt management and investment.
• Research and evaluate loan applicants' financial status.

Skills

Attention to detail

Excellent oral communication

Excellent written communication

Client focus

Team player

Education

College / CEGEP

Job description

Education : College / CEGEP

Experience : 7 months to less than 1 year

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
• 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