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Loans Advisor

2 months ago

Milton, Ontario, Canada COLD IRON TRUCK CENTER INC. Full time
About the Role

Cold Iron Truck Center Inc. is seeking a skilled Loans Advisor to join our team. As a Loans Advisor, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and promoting the sale of credit and loan services.

Key Responsibilities
  • Loan Application Review: Review and evaluate loan applications, ensuring that all necessary documentation is complete and accurate.
  • Client Support: Assist clients with financial objectives, such as business expansion, debt management, and investment.
  • Credit and Loan Documentation: Complete and process credit and loan documentation, ensuring that all necessary information is accurate and up-to-date.
  • Account Management: Manage client accounts, including opening new accounts, providing access to automated banking services, and resolving any issues that may arise.
  • Financial Analysis: Conduct financial analysis to determine a client's creditworthiness and ability to repay a loan.
  • Marketing and Sales: Promote the sale of credit and loan services to clients, ensuring that all marketing materials are accurate and up-to-date.
Requirements
  • Education: College, CEGEP, or other non-university certificate or diploma from a program of 1 year to 2 years.
  • Experience: 1 to less than 7 months of experience in a related field, or equivalent experience.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
Working Conditions
  • Work Environment: The Loans Advisor will work in a fast-paced environment, with a large caseload and tight deadlines.
  • Physical Demands: The Loans Advisor will be required to work in a office environment, with frequent use of a computer and other office equipment.
Benefits
  • Health Benefits: The Loans Advisor will be eligible for a comprehensive health benefits package, including medical, dental, and vision coverage.
  • Work-Life Balance: The Loans Advisor will be required to work a standard 35-44 hour workweek, with opportunities for overtime as needed.