Loans Operation Specialist

ABL Employment Inc; Toronto; On-site; CAD 50,000 - 55,000; Full time

Job summary

ABL Employment Inc is seeking a Loans Operations associate to join our client's team for an initial 12-month contract with potential for permanent placement. The role serves as the operational liaison between clients and the client management team, ensuring exceptional service for customers in a fast-paced environment.

The successful candidate will review loan requests, verify information, and provide terms based on risk assessment, while coordinating with internal staff and external vendors.

Qualifications

• 2+ years of experience in loans, banking, or financial customer service.
• Post-secondary degree attained.
• Attention to detail and accuracy in work.
• Strong customer service skills with handling confidential information.
• Ability to commute to downtown Toronto.
• Tech-savvy and comfortable with new technology.

Responsibilities

• Review client loan requests.
• Complete information verification calls as needed.
• Provide terms on approvals based on risk assessment.
• Liaise with internal staff, external vendors and customers regarding lending documentation.
• Ensure documentation is properly entered, received, and updated.
• Answer incoming calls and resolve customer inquiries positively.
• Record accurate details of customer inquiries in the database and escalate issues as needed.

Skills

Customer service

Attention to detail

Loans experience

Tech savvy

Education

Post-secondary degree

Job description

We are looking for a Loans Operations associate to join our client’s team – we have an immediate vacancy. This role is the operational liaison between the clients and their client management team, ensuring exceptional service for the customers.

This is a 1 year contract with potential for permanent.
Immediate Vacancy

Work with a great team who applaud each other’s successes!

Salary:

• – $50,000 – $55,000, based on experience

Key Responsibilities:

• – Review client loan requests
• – Complete information verification calls as needed
• – Provide terms on approvals based on risk assessment
• – Liaise with internal staff, external vendors and customers with regard to lending documentation
• – Ensure documentation is properly entered, received, and updated
• – Answer incoming calls and resolve customer inquiries in a positive manner
• – Record accurate details regarding customer inquiries into database and escalat(e) issues as needed

Requirements:

• – 2 or more years of experience with loans / banks / financial customer service experience
• – Post secondary degree
• – Attention to detail
• – Strong customer service skills – dealing with confidential information
• – Ability to commute to downtown Toronto
• – Tech savvy, comfortable with changing technology

AI (Artificial Intelligence) tools may be used at certain points of the pre-screening and selection process for this role. To learn more about ABL’s AI policy, please visit www.ablemployment.com/how-abl-utilizes-automation-and-ai-technology/