Senior Financial Services Professional

2 days ago


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

We are seeking a highly skilled Senior Financial Services Representative to join our team at ADI & ADI FINANCIAL INC. The ideal candidate will have excellent communication skills, be able to work in a fast-paced environment, and possess strong analytical skills.

Key Responsibilities:
  • Approve or reject loan applications, or recommend them for approval or rejection
  • Assist clients in achieving their financial objectives, such as business expansion, debt management, investment, and other financial goals
  • Complete credit and loan documentation accurately and efficiently
  • Interview loan applicants to assess their financial status and ability to repay loans
  • Prepare statements on delinquent accounts to ensure timely collection of payments
  • Promote the sale of credit and loan services to attract new customers and increase revenue
  • Research and evaluate loan applicants' financial status, references, credit, and ability to repay loans
  • Review and update credit and loan files regularly to ensure accuracy and compliance with regulations
  • Submit loan applications to management for review and approval
  • Network to develop business relationships, promote loan, investment, and banking services, and attract corporate and individual customers
Requirements:
  • Bachelor's degree in a related field
  • 7 months to less than 1 year of experience in financial services
  • Excellent oral and written communication skills
  • Strong analytical and problem-solving skills
  • Ability to work in a fast-paced environment and meet tight deadlines
  • Team player with excellent interpersonal skills
Benefits:
  • Competitive salary: $45,000 - $55,000 per year
  • Opportunities for career advancement
  • Flexible work schedule (30 hours per week)
  • Work-life balance

Please note that the salary range is an estimate based on industry standards and may vary depending on location and experience.



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