Financial services representative

Job in Mississauga, Ontario, Canada

Listing for: ADI & ADI FINANCIAL INC.

Full Time, Part Time position
Listed on 2025-12-30

Job specializations:

Finance & Banking
Financial Analyst, Banking & Finance, Financial Sales, Credit Analyst

Education:
Expérience:
College/CEGEP
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
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
7 months to less than 1 year
Durée de l'emploi:
Permanent
Langue de travail:
Anglais
Heures de travail: 30 hours per week

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