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financial sales and service supervisor Verified
Posted on March 20, 2024 by Employer details Infinity Wealth Solutions Inc.
Job details
Education: College/CEGEP. 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. Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services. 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. 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. Flexibility. Judgement. Organized. Team player. Experience: 1 year to less than 2 years.- LocationHannon, ON
- Salary$30.00HOUR hourly / 37.5 hours per week
- Terms of employment Permanent employmentFull time
- Day, Morning
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Verified
- Source Job Bank #2844894
Overview
Languages
English
Education
- College/CEGEP
Experience
1 year to less than 2 years
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
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- 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
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
- Flexibility
- Judgement
- Organized
- Team player
Employment groups Help - Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
- Indigenous people
- Newcomers to Canada
- Mature workers
- Veterans
- Visible minorities
- Youth
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2024-05-19
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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