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Financial Solutions Consultant
2 months ago
As a Financial Solutions Consultant at Paul Gupta & Associates, you will play a crucial role in assisting clients with their financial aspirations. Your expertise will guide them in navigating various financial services to achieve their goals.
Key Responsibilities- Application Management: Evaluate and process applications, making informed recommendations for approval or denial.
- Client Assistance: Engage with clients to identify and propose tailored solutions for objectives such as investment strategies, debt management, and business growth.
- Documentation: Ensure accurate completion of credit and loan paperwork, maintaining compliance with company standards.
- Collections: Manage accounts that require further action, forwarding them to collections when necessary.
- Client Interviews: Conduct thorough interviews with loan applicants to assess their financial needs.
- Account Management: Facilitate the opening of new personal and business accounts, ensuring clients have access to all banking services.
- Account Monitoring: Prepare and review statements for accounts that are overdue.
- Sales Promotion: Actively promote credit and loan products to potential clients.
- Financial Assessment: Research and analyze applicants' financial backgrounds, including credit history and repayment capabilities.
- File Management: Regularly update and maintain credit and loan files for accuracy.
- Application Submission: Submit completed credit and loan applications to management for final review.
Basic security clearance is required for this position.
Work EnvironmentThe role demands a high level of attention to detail and the ability to thrive in a fast-paced setting with a substantial caseload and tight deadlines.
Personal AttributesThe ideal candidate will possess:
- Strong accuracy and attention to detail
- Client-focused approach
- Excellent interpersonal and communication skills
- Flexibility and sound judgment
- Organizational skills and a team-oriented mindset
A minimum of 2 years of relevant experience is preferred. This is a permanent position requiring a commitment of 37.5 hours per week, with English as the primary working language.
