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Business Finance Consultant
2 months ago
LendX Financial Inc. is seeking a skilled Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing expert advice to clients on financial matters related to loans and credit.
Key Responsibilities- Loan Application Review: Review and analyze loan applications to determine creditworthiness and make recommendations for approval or rejection.
- Client Consultation: Meet with clients to discuss their financial goals and objectives, and provide personalized advice on loan and credit options.
- Documentation and Administration: Prepare and process loan documentation, and maintain accurate records of client interactions and loan activity.
- Credit and Loan Promotion: Promote LendX Financial Inc.'s loan and credit services to clients, and identify opportunities to increase sales and revenue.
- Team Collaboration: Work closely with other members of the LendX Financial Inc. team to achieve business objectives and provide exceptional customer service.
- Education: College or CEGEP diploma in a related field.
- Experience: 7 months to less than 1 year of experience in a related field.
- Skills: Excellent communication and interpersonal skills, attention to detail, and ability to work in a fast-paced environment.