Financial services officer

apartmentLENDING TREE placeBrampton calendar_month 

Overview

Languages

English

Education
  • College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year

Experience

1 year to less than 2 years

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
  • Forward irreconcilable accounts for collector action
  • Interview applicants for loans
  • Prepare statements on delinquent accounts
  • Review and update credit and loan files
  • Submit credit and loan applications to management

Additional information

Work conditions and physical capabilities
  • Attention to detail
  • Fast-paced environment
  • Large caseload
  • Overtime required
  • Tight deadlines
  • Work under pressure
Personal suitability
  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Judgement
  • Organized
  • Team player
  • Integrity
  • Quick learner
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