Financial Services Manager

4 weeks ago

Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full time
Job Title: Financial Sales and Service Supervisor

We are seeking a highly skilled Financial Sales and Service Supervisor to join our team at Infinity Wealth Solutions Inc.

Job Summary:

The Financial Sales and Service Supervisor will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation. The successful candidate will have excellent communication skills, attention to detail, and the ability to work in a fast-paced environment.

Key Responsibilities:
  • Approve or reject loan applications based on client financial status and creditworthiness
  • Assist clients with financial objectives such as business expansion, debt management, and investment
  • Complete credit and loan documentation accurately and efficiently
  • Research and evaluate client financial status, references, and credit history
  • Review and update credit and loan files to ensure accuracy and compliance
  • Submit loan applications to management for approval
  • Network with clients and colleagues to develop business relationships and promote financial services
Requirements:
  • Secondary (high) school graduation certificate
  • 1 to less than 7 months of experience in a related field
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment with tight deadlines
  • Attention to detail and organizational skills
Work Environment:

The Financial Sales and Service Supervisor will work in an urban area with a dynamic and fast-paced team. The successful candidate will be required to work under pressure and meet tight deadlines.

What We Offer:
  • Permanent full-time position
  • 37.5 hours per week
  • English language work environment

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.

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