Lending Specialist

Altis Technology; Midland; On-site; CAD 29,000 - 33,000; Full time

Job summary

Altis Technology in Midland, ON is hiring a Lending Specialist for a permanent, on-site role. You will engage customers by phone and in person, assess financial needs, and guide them to suitable lending solutions.

No prior lending experience is required; training will be provided. A high-volume call environment, strong English communication, and empathy are key to success in this role.

Qualifications

• Minimum of 13 years of experience in customer-facing roles (customer service, retail, hospitality, restaurants, sales, call centres, or similar) preferred.
• Lending or financial services experience is assets but not required; training provided.
• Strong written and spoken English communication skills are essential.

Responsibilities

• Connect with customers by phone and in person to understand their financial needs and identify appropriate solutions.
• Proactively follow up with applicants from initial conversation through to completion.
• Make a high volume of outbound calls to customers, including 4050+ calls per day.
• Explain lending options, products, coverage, and terms to help customers make informed decisions.
• Recommend lending solutions and identify additional products or services that may benefit customers.
• Maintain timely follow-ups and accurate documentation of customer records.
• Support branch sales and performance goals and ensure compliance with lending policies.
• Participate in coaching and apply feedback to continuously improve performance.

Skills

Customer service

Outbound calling

Empathy

Communication

Problem solving

Time management

Job description

Location:Midland, ON (On-site)
Language:Strong written and spoken English required
Employment Type:Permanent, Full-Time
Pay Rate:$22.26/hour
Schedule:

• MondayWednesday: 9:00 AM5:30 PM
• Thursday: 9:00 AM7:00 PM
• Friday: 9:00 AM5:00 PM

About the Opportunity

Our client is seeking aLending Specialistto join their customer-focused team in Midland. This is a fantastic permanent opportunity for someone who enjoys connecting with people, solving problems, and working toward measurable goals while building a career within financial services.

Previous lending or financial services experience is not required.Were looking for someone who is confident speaking with customers, comfortable picking up the phone, and naturally able to build rapport and trust.

Your experience could come fromretail, restaurants, hospitality, telecommunications, automotive, banking, fitness, sales, customer service, or another fast-paced customer-facing environment.

You’ll support customers throughout the lending process by understanding their financial needs, explaining available options, and recommending appropriate solutions. Some conversations may involve customers experiencing financial hardship, making empathy, professionalism, and sound judgment especially important.

Whats in It for You

This is an opportunity to build along-term career within financial serviceswhile developing valuable experience in lending, sales, customer relationship management, and financial solutions.

You’ll join a performance-driven environment where coaching, learning, and continuous improvement are encouraged. You’ll receive training and support as you develop your knowledge of lending products, policies, and customer solutions, with opportunities to continue growing based on your performance.

Your Responsibilities

• You’ll connect with customers by phone and in person to understand their financial needs and identify appropriate solutions
• You’ll proactively follow up with customers who have submitted applications and manage applications from initial conversation through to completion
• You’ll make a high volume of outbound customer calls, which may include4050+ calls per day
• You’ll ask thoughtful questions about customers financial circumstances while approaching sensitive conversations with empathy and professionalism
• You’ll clearly explain lending options, products, coverage, and applicable terms so customers can make informed decisions
• You’ll recommend appropriate lending solutions and identify additional products or services that may benefit customers
• You’ll maintain timely follow-ups, accurate documentation, and organized customer records
• You’ll work toward individual and branch sales and performance goals
• You’ll support customers experiencing payment challenges and work toward practical solutions within established policies
• You’ll consistently follow lending policies, procedures, and compliance requirements
• You’ll participate in regular coaching and apply feedback to continuously strengthen your performance

Skills and Qualifications

• 13 years of experience in customer service, retail, hospitality, restaurants, sales, call centres, or another customer-facing environmentis preferred
• Financial services, lending, banking, collections, or insurance experience is considered an asset butis not required
• Strong interpersonal skills with the ability to quickly build rapport and establish trust with customers
• Comfortable making frequent outbound calls and proactively following up with customers
• Confident discussing sensitive topics, including customers financial circumstances and payment challenges
• Customer-focused and empathetic while remaining comfortable recommending and selling appropriate products and solutions
• Motivated by goals, targets, measurable performance, and continuous improvement
• Strong listening, questioning, negotiation, and problem-solving skills
• Organized and able to manage multiple applications, customer commitments, follow-ups, and priorities in a fast-paced environment
• Coachable, adaptable, and receptive to feedback
• Demonstrated integrity, accountability, and sound judgement when handling confidential customer information
• Strong written and spoken English communication skills

Note from the Hiring Manager

Were looking for someone who genuinely enjoys connecting with people. You dont need lending experiencewe can teach the products and processes. What's most important is that you're comfortable picking up the phone, asking the right questions, listening to what customers need, and helping them find a solution while staying motivated by goals and results.

Why Partner with Altis

If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals.All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.