Financial Services Specialist

4 weeks ago


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

Job Title: Financial Services Specialist

Job Summary: We are seeking a highly skilled Financial Services Specialist to join our team at ADI & ADI FINANCIAL INC. The ideal candidate will have excellent communication skills, a strong understanding of financial services, and the ability to work in a fast-paced environment.

Key Responsibilities:

  • Approve or reject loan applications, or recommend applications for approval or rejection
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment, and other financial goals
  • Complete credit and loan documentation
  • Interview loan applicants
  • Prepare statements on delinquent accounts
  • Promote the sale of credit and loan services
  • Research and evaluate loan applicants' financial status, references, credit, and ability to repay loans
  • Review and update credit and loan files
  • Submit credit and loan applications to management

Requirements:

  • 7 months to less than 1 year of experience in a related field
  • Permanent employment
  • English as the primary language of work
  • 30 hours per week

Work Environment: Our team works in a fast-paced environment with a large caseload and tight deadlines. We require our team members to be accurate, client-focused, efficient, and organized.



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