financial services representative

2 months ago

Mississauga, Canada ADI & ADI FINANCIAL INC. Full time
  • Education:
  • Expérience: Education
  • College/CEGEPTasks
  • 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 customersWork conditions and physical capabilities
  • Attention to detail
  • Fast-paced environment
  • Large caseload
  • Tight deadlines
  • Work under pressurePersonal suitability
  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Judgement
  • Organized
  • Team playerExperience
  • 7 months to less than 1 year
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 30 hours per week

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