loans adviser

6 months ago

Brampton, Canada LendX 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
  • Forward irreconcilable accounts for collector action
  • Interview applicants for loans
  • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
  • Prepare statements on delinquent accounts
  • Promote sale of credit and loan services
  • Review and update credit and loan files
  • Submit credit and loan applications to managementWork 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
  • 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

  • Loans Adviser

    6 months ago

    Brampton, Canada LendX Financial Inc. Full time

    Education: - Expérience: **Education**: - College/CEGEP **Tasks**: - 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 - Forward irreconcilable accounts for collector action - Interview applicants for loans - Open...

  • Administrative Assistant

    6 months ago

    Brampton, Canada Payday Mart-2 Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years - or equivalent experience **Tasks**: - Schedule and confirm appointments - Answer telephone and relay telephone calls and messages - Answer electronic enquiries - Order office supplies and maintain inventory - Arrange travel, related itineraries and make...

  • Administrative Assistant

    6 months ago

    Brampton, Canada Payday Mart-2 Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years - or equivalent experience **Tasks**: - Schedule and confirm appointments - Manage contracts - Answer telephone and relay telephone calls and messages - Answer electronic enquiries - Advise senior management - Order office supplies and maintain inventory -...

  • Administrative Assistant

    7 months ago

    Brampton, Canada Payday Mart-2 Full time

    Education: - Expérience: **Education**: - Secondary (high) school graduation certificate - or equivalent experience **Tasks**: - Schedule and confirm appointments - Manage contracts - Answer telephone and relay telephone calls and messages - Answer electronic enquiries - Advise senior management - Order office supplies and maintain inventory - Oversee...

  • financial advisor

    5 months ago

    Brampton, Canada CAPTURE ACCOUNTANTS LTD. Full time

    Education: Expérience: EducationBachelor's degree or equivalent experienceTasksAdvise on trust account investmentsIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange...

  • financial advisor

    5 months ago

    Brampton, Canada CAPTURE ACCOUNTANTS LTD. Full time

    Education: Bachelor's degreeExperience: 1 year to less than 2 years or equivalent experienceTasksAdvise on trust account investmentsIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate...