Financial services representative
ADI & ADI FINANCIAL INC. Mississauga
Overview
Languages
English
Education- College/CEGEP
Experience
7 months to less than 1 year
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks- Approve or reject 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 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
- Submit credit and loan applications to management
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
Additional information
Work conditions and physical capabilities- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressure
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Team player
Mississauga
Money, as a Financial Service Representative. I progressively moved up the ranks, holding roles as a Shift Lead, Assistant Branch Manager, and Branch Manager. The guidance of my mentors and the abundant company resources have been pivotal in my journey...
Toronto, 26 km from Mississauga
Money, as a Financial Service Representative. I progressively moved up the ranks, holding roles as a Shift Lead, Assistant Branch Manager, and Branch Manager. The guidance of my mentors and the abundant company resources have been pivotal in my journey...
Mississauga
Money, as a Financial Service Representative. I progressively moved up the ranks, holding roles as a Shift Lead, Assistant Branch Manager, and Branch Manager. The guidance of my mentors and the abundant company resources have been pivotal in my journey...