Financial Services Specialist

2 weeks ago


Oakville, Ontario, Canada Paul Gupta & Associates Full time

We are seeking a skilled Financial Services Specialist to join our team at Paul Gupta & Associates. As a key member of our financial services 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 client financial status and creditworthiness
  • Assist clients in achieving their financial goals through personalized solutions
  • Promote the sale of credit and loan services to clients
  • Review and update client credit and loan files
  • Submit loan applications to management for approval
Requirements
  • College/CEGEP education
  • 2 years to less than 3 years of experience in financial services
  • Basic security clearance
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment with tight deadlines
Work Environment

As a Financial Services Specialist at Paul Gupta & Associates, you will work in a dynamic and fast-paced environment with a large caseload. You will be required to work under pressure and meet tight deadlines while maintaining a high level of accuracy and attention to detail.



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