Financial Sales and Service Manager

1 week ago


Whitby, Canada THE CASH HUT Full time
About The Cash Hut

We are a leading financial institution dedicated to providing exceptional financial services to our clients. As a Financial Sales and Service Supervisor, you will play a crucial role in helping us achieve our mission.

Key Responsibilities
  • Application Review and Approval

Review and approve or reject loan applications, ensuring that they meet our company's guidelines and regulations.

Client Solutions

Assist clients in achieving their financial objectives by proposing tailored solutions for business expansion, debt management, investment, and other financial goals.

Documentation and Administration

Prepare and complete credit and loan documentation, ensuring accuracy and compliance with regulatory requirements.

Account Management

Review and update credit and loan files, ensuring that all information is up-to-date and accurate.

Loan Submission

Submit credit and loan applications to management for review and approval.

Requirements
  • Education

A Bachelor's degree is required for this position.

Experience

At least 1 year of experience in a similar role, or equivalent experience in a related field.

Work Environment

You will be working in a fast-paced environment, requiring strong attention to detail and excellent organizational skills.

Personal Qualities

We are looking for a team player with excellent written communication skills, accurate, client-focused, efficient interpersonal skills, and organized.

Working Conditions
  • Work Hours

35-40 hours per week.

Work Language

English.



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