Financial Services Specialist
4 weeks ago
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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Financial Services Specialist
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