Loan Consultant

3 days ago

Stratford ON, Perth County, ON; Ontario, Canada Altis Technology Full-time €22

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