Employment Information
- Post ID: 836727959
- Open Date: November 22, 2024
- Close Date: January 15, 2025
- Organization: Vertex Insurance and Investments Inc.
- Sector: Accounting & Finance
- Business Location:Brampton, Ontario, Canada
- Total Views: 223
- Duration: 18 calendar days (13 business days)
- Last Updated: 3 weeks ago
- Job URL: https://newpeople.ca/jobs/ontario/brampton/836727959/financial-services-representative/
Job Details
- Experience: 1 year - 2 years
- Job Vacancies: 1
- Compensation: $31.50 per hour / 35 hours per week
- Anticipated Start Date: As soon as possible
- Education: College certificate or diploma more than 2 years
Job Description
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
- 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
Security and safety
- Criminal record check
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressure
Personal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Flexibility
- Organized
- Quick learner