Financial Portfolio Manager

2 weeks ago

Toronto, Ontario, Canada goeasy Ltd. Full time

Job Summary:

We are seeking a highly motivated and results-driven Financial Portfolio Manager to lead our team and drive sales, manage overdue accounts, and maximize portfolio growth through direct engagement with customers.

As a key member of our team, you will be responsible for building superior customer sales experiences, demonstrating compassion and empathy for our customers, and educating and empowering them to achieve their financial goals through building their credit.

Key Responsibilities:

  • Build superior customer sales experiences by welcoming and engaging customers in person, over the phone, and by email
  • Demonstrate compassion and empathy for our customers by understanding their situation and needs and matching them to a suitable financial product
  • Educate and empower customers to achieve their financial goals through building their credit
  • Capitalize on financial cross-sales and add-on products
  • Communicate the terms and conditions of our financial products
  • Review and evaluate prospective loans through financial analysis and other risk assessments
  • Manage collections activities for all past due financial accounts
  • Secure all required information to fulfill customer applications for products and services with strong attention to detail

Requirements:

  • Some experience in a leadership capacity overseeing different functionalities, preferably in a sales environment
  • Excellent communicator who is people and results-oriented, looking to drive sales and increase customer satisfaction
  • Compassionate and operate with integrity on every sale – will care deeply for our customers
  • Able to pass background checks (criminal, employment, and credit)

About Us:

At goeasy Ltd., we believe that we can only be the best when people are able to bring their best selves to work every day. This means that we are committed to cultivating and preserving a work culture where we celebrate who we are, where everyone feels seen and heard, and where every employee can fulfill their potential. As an equal opportunity employer, we are committed to providing accommodations for applicants upon request at any stage of the recruitment process in accordance with all legislative requirements throughout Canada. Please let us know if you require an accommodation during any aspect of the recruitment process, and we will work with you to address your needs.

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