Loan Consultant

Altis Technology; Stratford; On-site; CAD 42,000 - 45,000; Full time

Benefits offered by this job

Free on-site parking

Comprehensive training

Career growth opportunities

Job summary

Altis Technology in Lindsay, ON, is seeking a Loan Consultant to join permanently. You will support customers, understand needs, and present lending solutions in a fast-paced branch environment.

No prior lending experience required; receive comprehensive training and coaching. This role offers an entry path into financial services with a Monday–Friday schedule and on-site work, plus opportunities for development and growth.

Qualifications

• Experience in customer service, sales, retail, telecommunications, automotive services, hospitality, banking or a related environment.
• Natural ability to build trust quickly with different types of customers.
• Ability to ask effective questions, listen actively and recommend solutions based on identified needs.
• Motivation to work toward goals and contribute to team results.
• Openness to feedback and demonstrated ability to apply coaching.
• Integrity, discretion and sound judgment when handling confidential information.
• Resilience, initiative and a consistent approach to customer follow-up.
• Ability to learn new products, processes and computer systems.
• Ability to explain potentially complex information clearly and confidently.
• Availability to work fully on-site during all branch operating hours.
• Mandatory availability from 9:00 a.m. to 7:00 p.m. on Thursdays.
• Daily access to a reliable vehicle.
• Legal authorization to work in Canada at the time of hire and throughout employment.
• Previous financial-services or banking experience is considered an asset but is not required

Responsibilities

• Welcome customers to the branch and provide a warm, professional and respectful experience.
• Ask thoughtful questions to understand their circumstances, priorities and needs.
• Clearly present lending solutions and available options.
• Explain products, terms and next steps in clear and accessible language.
• Collect and verify information and documentation required to process applications.
• Maintain accurate files and complete timely customer follow-up.
• Develop lasting customer relationships through active listening, trust and quality service.
• Follow all policies, confidentiality requirements and standards.
• Participate actively in training, coaching sessions and team discussions.
• Apply feedback to continuously improve approach and results

Skills

Customer service

Sales

Retail

Communication

Active listening

Job description

Location: Stradford, ON; fully on-site, five days per week
Language: Advanced written and verbal communication skills in English
Schedule: 37.540 hours per week, Monday to Friday; availability until 7:00 p.m. on Thursdays is mandatory
Background Check Requirement: Successful completion of a criminal background check, credit check and employment verification is required.

About the Opportunity

Our client, a well-established organization in the financial-services industry, is seeking a Loan Consultant to join its Lindsay team permanently.

This opportunity is ideal for a warm, motivated and results-oriented individual who enjoys supporting customers, understanding their needs and recommending appropriate solutions. The position combines customer service, consultative sales, file follow-up and daily branch operations.

Previous lending or financial-services experience is not required. We are primarily looking for someone who can build trust with customers, is comfortable working toward goals, learns quickly and responds positively to coaching. Experience in retail, telecommunications, automotive services, hospitality, banking or another customer-focused environment could transfer very well to this position.

You will join a small, collaborative team led by an experienced manager whose approach focuses on training, coaching and developing each team member.

Whats In It for You

• Enter the financial-services industry without needing previous lending experience
• Earn $22.26 per hour
• Receive comprehensive training on the organizations products, processes and systems
• Benefit from regular support and a management approach centred on coaching
• Take on a varied role combining customer service, consultative sales, file follow-up and branch operations
• Develop valuable skills in needs analysis, communication and financial services
• Join a small team where your contribution will be visible and valued
• Work a stable Monday-to-Friday schedule
• Benefit from reasonable flexibility for family responsibilities when branch coverage permits
• Receive free on-site parking
• Access opportunities for continued learning, professional development and career growth

Your Responsibilities

• Youll welcome customers to the branch and provide a warm, professional and respectful experience
• Youll ask thoughtful questions to understand their circumstances, priorities and needs
• Youll clearly present relevant lending solutions and available options
• Youll explain products, terms and next steps in clear and accessible language
• Youll collect and verify the information and documentation required to process applications
• Youll maintain accurate files and complete timely customer follow-up
• Youll contribute to individual and branch performance objectives
• Youll support the daily activities required to keep the branch operating effectively
• Youll develop lasting customer relationships through active listening, trust and quality service
• Youll follow all applicable policies, procedures, confidentiality requirements and standards
• Youll participate actively in training, coaching sessions and team discussions
• Youll apply feedback to continuously improve your approach and results

Skills and Qualifications

• Experience in customer service, sales, retail, telecommunications, automotive services, hospitality, banking or a related environment
• Natural ability to build trust quickly with different types of customers
• Ability to ask effective questions, listen actively and recommend solutions based on identified needs
• Motivation to work toward goals and contribute to team results
• Openness to feedback and demonstrated ability to apply coaching
• Integrity, discretion and sound judgment when handling confidential information
• Resilience, initiative and a consistent approach to customer follow-up
• Ability to learn new products, processes and computer systems
• Ability to explain potentially complex information clearly and confidently
• Availability to work fully on-site during all branch operating hours
• Mandatory availability from 9:00 a.m. to 7:00 p.m. on Thursdays
• Daily access to a reliable vehicle
• Legal authorization to work in Canada at the time of hire and throughout employment
• Previous financial-services or banking experience is considered an asset but is not required

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.