Financial Services Specialist

4 weeks ago

Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time
Job Title: Financial Services Representative

We are seeking a highly skilled Financial Services Representative to join our team at ADI & ADI FINANCIAL INC. The ideal candidate will have excellent communication skills, a strong understanding of financial services, and the ability to work in a fast-paced environment.

Key Responsibilities:
  • Approve or reject loan applications, or recommend applications for approval or rejection
  • Assist clients in achieving their financial objectives, such as business expansion, debt management, and investment
  • Complete credit and loan documentation
  • Interview loan applicants and evaluate their financial status, references, credit, and ability to repay loans
  • Prepare statements on delinquent accounts and promote the sale of credit and loan services
  • Network to develop business relationships and attract corporate and individual customers
Requirements:
  • 7 months to less than 1 year of experience in a related field
  • Permanent employment
  • English language proficiency
  • 30 hours per week
Work Environment:

The Financial Services Representative will work in a fast-paced environment with a large caseload and tight deadlines. The ideal candidate will have excellent attention to detail, be able to work under pressure, and have strong interpersonal skills.

Personal Qualities:
  • Accurate and efficient in their work
  • Excellent oral and written communication skills
  • Flexibility and ability to work in a team
  • Judgement and ability to make informed decisions

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