Financial Services Specialist

4 weeks ago


Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time
Job Summary

We are seeking a skilled Financial Services Specialist to join our team at ADI & ADI FINANCIAL INC. The ideal candidate will have a strong background in financial services and excellent communication skills.

Key Responsibilities
  • Approve or reject loan applications, or recommend applications for approval or rejection
  • Assist clients in achieving their financial objectives, such as business expansion, debt management, and investment
  • Complete credit and loan documentation, ensuring accuracy and attention to detail
  • Interview loan applicants to assess their financial status and creditworthiness
  • Prepare statements on delinquent accounts and promote the sale of credit and loan services
  • Network to develop business relationships and attract corporate and individual customers
Requirements
  • College/CEGEP education
  • 7 months to less than 1 year of experience in financial services
  • Excellent oral and written communication skills
  • Ability to work in a fast-paced environment with tight deadlines
  • Strong attention to detail and organizational skills
Work Environment

The successful candidate will work in a dynamic and fast-paced environment, with a large caseload and tight deadlines. The ability to work under pressure and maintain a high level of accuracy is essential.



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