Financial Services Professional

1 week ago


Oakville, Ontario, Canada Paul Gupta & Associates Full time

We are seeking a highly skilled Financial Services Professional to join our team at Paul Gupta & Associates. As a key member of our team, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and promoting the sale of credit and loan services.

Key Responsibilities
  • Approve or reject loan applications based on thorough evaluation of financial status, references, and credit history
  • Assist clients in achieving their financial goals through personalized solutions and recommendations
  • Promote the sale of credit and loan services to clients
  • Research and evaluate loan applicants' financial status, references, and credit history
  • Review and update credit and loan files to ensure accuracy and compliance
Requirements
  • 2 years of experience in a related field
  • College/CEGEP education
  • Basic security clearance
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment with tight deadlines
What We Offer
  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment


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