Loan Advisor

3 weeks ago


Vancouver, Canada Spring Financial Inc. Full time

**About us**:
Since 2014, Spring Financial has been simplifying the lending process for millions of Canadians facing all types of financial circumstances. Spring offers a growing range of financial products and services which currently include personal loans, mortgages, credit cards and secured loans - all of which are made available to Canadians without having to visit a branch

**NOTE: This is a full-time, permanent, on-site position.**

**What You’ll Be Doing**:

- Conducting outbound calls to develop and maintain new accounts
- Qualifying customers, verifying employment & credit status
- Listening and identifying the customer’s needs before educating and advising the customer on the best personal financing solution tailored to them.
- Collecting, organizing, and delivering all relevant customer information & documentation to our financial partners to expedite the pre-approval process
- Actively listening to customers and driving satisfaction through solution-based relationships
- Acquiring product line knowledge on all of Spring Financial's programs and educating clients on the best use of such programs.

**What You Should Already Have**:

- Entrepreneurial attitude with an ability to work in a fast-paced environment
- Previous experience in a retail or customer service environment an asset
- Prior call center experience a plus, but not required
- Results-oriented, creative and charismatic with the desire to share a laugh or two with your teammates
- A diploma or degree and/or a combination of relevant experience

**What We Will Give You**:

- Compensation: $40,000 base salary + bonuses (projected total earnings of $45,000-100,000+ annually)
- Comprehensive health, dental and vision coverage
- Career growth
- A great work environment in the heart of Downtown Vancouver
- Transit-Friendly Employer (Transit allowance)

**Manager Fast Track & Salary Change to $65,000 Plus Bonus**

**Working in the Loan Advisor position with the goal of being fast tracked into a management position**
**This role will have additional training, **clear defined growth plan to get you into management.

Monthly requirements must be met in order to be eligible (6-9 months)

**Manager Role**:

- Lead and drive a customer focused team while delivering high-output in line with organizational metrics
- Work closely with adjacent Team Managers and the Head of the department to optimize procedures and conflict resolution
- Make all necessary operational adjustments to maximize efficiency
- Review daily, weekly and monthly department performance reports
- Motivate the team by fostering an inclusive work environment, communicating the vision/values and succession/development planning for the team

If you are a highly motivated individual/high achiever or have experience in managing teams, this position is a great opportunity to get started in the Finance Industry as specific licenses or certificates are not required for this role.


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