Senior Financial Services Professional
1 week ago
At Vertex Insurance and Investments Inc., we're seeking a skilled Senior Financial Services Professional to join our team. This role involves working in a fast-paced environment, handling large caseloads, and meeting tight deadlines.
Job DescriptionThis position requires a strong focus on client satisfaction, with excellent oral communication skills, efficiency in interpersonal interactions, flexibility, and the ability to work under pressure.
Responsibilities- Review and process loan applications, approving or rejecting them based on thorough evaluations of clients' financial situations, references, credit, and repayment capabilities.
- Network with clients to promote banking services, build relationships, and attract new customers.
- Analyze and document clients' financial data for accurate representation in loan applications.
- Maintain comprehensive records of all loan transactions and submit relevant reports to management.
- A College/CEGEP education is mandatory for this role.
- One year of experience in a similar position within an insurance and investments company.
- The ability to adapt to changing market conditions and meet challenging targets.
- Exceptional problem-solving and analytical skills to effectively manage complex cases.
This is an on-site position that requires the employee to be physically present at the office location.
Security and Safety- A thorough background check will be performed before employment commences.
We offer a competitive salary of $55,000 - $65,000 per annum, depending on experience. With your hard work and dedication, there's potential for future growth opportunities within our dynamic organization.
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Executive Support Professional
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Senior Financial Bookkeeper
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Financial Services Professional
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Accounting Professional for Financial Services
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Financial Services Administrator
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Senior Operations Manager
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Brampton, Ontario, Canada Western Financial Group Full timeRole OverviewAs a Senior IA, Commercial Lines at Western Financial Group, you will play a key role in supporting the Account Executive in the administration of their commercial book of business.Assist the Account Executive in meeting and exceeding their sales and retention targets.Develop and present innovative coverage solutions to support our clients'...
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Financial Services Assistant
2 weeks ago
Brampton, Ontario, Canada Pranav Dave Professional Corporation Full timeAbout the RolePranav Dave Professional Corporation is seeking an experienced Financial Services Assistant to join our team. As a key member of our financial services team, you will be responsible for providing administrative support in various aspects of financial management.
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Senior Financial Leadership Position
3 weeks ago
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Senior Administrative Professional
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Senior Human Resources Manager
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