Lending Specialist

Altis Technology; Temiskaming Shores; On-site; CAD 43,000 - 50,000; Full time

Job summary

Altis Technology in New Liskeard, ON is seeking a Lending Specialist to join our customer-focused team. You will support customers through the lending process, explain options, and recommend solutions.

No prior lending experience required; strong customer instincts and phone confidence are valued. You will engage with customers face-to-face and by phone, manage applications through completion, and handle a high volume of outbound calls while following lending policies and compliance.

Qualifications

• 13 years of customer service, retail, hospitality, sales, call centre, or other customer-facing experience is preferred.
• Financial services or lending experience is considered an asset but is not required.
• Strong interpersonal skills with a natural ability to build rapport and establish trust with customers.

Responsibilities

• Connect with customers by phone and in person to understand their financial needs and identify appropriate solutions.
• Proactively follow up with customers who have submitted applications and manage applications through to completion.
• Make a high volume of outbound customer calls, which may include 4050+ calls per day.
• Explain lending options, products, coverage, and applicable terms clearly so customers can make informed decisions.
• Identify additional products or services that may appropriately support a customer's needs.
• Maintain timely follow-ups, accurate documentation, and organized customer records.
• Work toward individual and branch performance and sales goals.
• Support customers experiencing payment challenges and work toward practical solutions within established policies.
• Follow lending policies, procedures, and compliance requirements.
• Participate in regular coaching and apply feedback to continuously strengthen your performance.

Skills

Customer service experience

Job description

Location: New Liskeard, ON (On-site)Pay Rate: $22.26/hourSchedule:

• 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 a Lending Specialist to join their customer-focused team in New Liskeard. This is an excellent opportunity for someone early in their career who enjoys connecting with people, solving problems, and working toward measurable goals.

Previous lending or financial services experience is not required. Were looking for someone with strong customer instincts, confidence on the phone, and a natural ability to build rapport. Your experience could come from retail, hospitality, restaurants, telecommunications, automotive, banking, fitness, customer service, or another fast-paced environment.

Youll support customers throughout the lending process, taking the time to understand their financial needs, explain available options, and recommend appropriate solutions. Some conversations may involve customers experiencing financial hardship, so empathy, professionalism, and sound judgment are essential.

Whats in It for You

Youll join a performance-driven environment where coaching, learning, and continuous improvement are encouraged. Youll receive support as you develop your knowledge of lending products, policies, and customer solutions.

This is an opportunity to build valuable experience within financial services while developing your sales, relationship management, and customer advisory skills.

Your Responsibilities

• Youll connect with customers by phone and in person to understand their financial needs and identify appropriate solutions
• Youll proactively follow up with customers who have submitted applications and manage applications through to completion
• Youll make a high volume of outbound customer calls, which may include 4050+ calls per day
• Youll ask thoughtful questions about customers financial circumstances while handling sensitive conversations with empathy and professionalism
• Youll explain lending options, products, coverage, and applicable terms clearly so customers can make informed decisions
• Youll identify additional products or services that may appropriately support a customers needs
• Youll maintain timely follow-ups, accurate documentation, and organized customer records
• Youll work toward individual and branch performance and sales goals
• Youll support customers experiencing payment challenges and work toward practical solutions within established policies
• Youll consistently follow lending policies, procedures, and compliance requirements
• Youll participate in regular coaching and apply feedback to continuously strengthen your performance

Skills and Qualifications

• 13 years of customer service, retail, hospitality, sales, call centre, or other customer-facing experience is preferred
• Financial services or lending experience is considered an asset but is not required
• Strong interpersonal skills with a natural ability to 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, follow-ups, and priorities in a fast-paced environment
• Coachable, adaptable, and willing to apply feedback
• Demonstrated integrity, accountability, and sound judgment when handling confidential customer information

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. Whats most important is that youre 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.

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.