Financial Services Consultant
4 weeks ago
We are seeking a highly skilled Financial Services Representative to join our team at Paul Gupta & Associates. As a key member of our financial services team, you will play a critical role in supporting the growth and development of our clients.
Responsibilities:- Client Support
- Analyze client financial data to identify opportunities for business expansion and financial optimization.
- Develop and implement customized financial solutions to meet client objectives.
- Loan Processing
- Review loan applications to ensure accuracy and completeness.
- Process loan documents and ensure timely submission to management.
- Credit Evaluation
- Assess creditworthiness of loan applicants.
- Evaluate applicant's financial status, references, and ability to repay loans.
- Account Management
- Manage client accounts, including account opening, maintenance, and closure.
- Provide exceptional customer service to resolve client inquiries and concerns.
Requirements:
- Bachelor's degree in Finance, Accounting, or related field.
- Minimum 2 years of experience in financial services, preferably in loan processing and credit evaluation.
- Excellent analytical and problem-solving skills.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment with tight deadlines.
What We Offer:
- A competitive salary of $65,000 - $80,000 per year, based on experience.
- Ongoing training and professional development opportunities.
- A collaborative and dynamic work environment.
- A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
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