Financial Services Representative

3 days ago

Brampton, Canada CASH 'UR' CHECK Full time

**Languages**
- English

**Education**
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.

**Experience**
- 1 year to less than 2 years

**Work setting**
- Financial institution, Willing to relocate

**Personal suitability**
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgment
- Organized
- Team player

**Screening questions**
- Are you available for shift or on-call work?
- Are you currently legally able to work in Canada?
- Are you willing to relocate for this position

**Type of loan experience**
- Business
- Personal

**Tasks**
- 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.
- Forward irreconcilable accounts for collector action, Interview applicants for loans.
- Prepare statements on delinquent accounts.
- Promote sale of credit and loan services.
- Research and evaluate loan applicant's financial status, references, credit and ability to repay loan.
- Review and update credit and loan files.

**Security and safety**
- Credit check
- Criminal record check
- Enhanced reliability security clearance

**Transportation/travel information**
- Own transportation
- Willing to travel

**Work conditions and physical capabilities**
- Attention to detail.
- Fast-paced environment.
- Large caseload.
- Overtime required
- Tight deadlines
- Work under pressure

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