Financial Services Representative
easyfinancial Services Inc - Hamilton, ON

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easyfinancial services offers personal loan services across Canada. We strive to deliver high-quality service and great customer experiences, all while making financial services more accessible in local communities. We pride ourselves on our commitment to our employees, with competitive wages and benefits and unlimited advancement opportunities.

The Financial Services Representative (FSR) will support the organization by managing inbound calls and online applications for loans at the National Call Centre in Hamilton, Ontario.

As a Financial Service Representative, you will:

  • Review and evaluate online loan applications, assess the applicants’ credit worthiness, and perform financial analysis and other risk assessments
  • Respond to inbound calls and email inquire from customers regarding loan applications
  • Proactively contact new customers to communicate terms/conditions of loan agreements, review the online self-serve application and up-sell additional easyfinancial services

What you need to work with us:

  • A minimum of 1 year experience in a phone-based, customer-facing role (E.g. customer service, inside sales or collections)
  • Secondary school diploma plus commensurate work experience will also be considered
  • Positive attitude, integrity and a keen sense of team spirit
  • Working knowledge of computer applications, proficiency in Microsoft Office Package (Excel, Word, and Outlook) and strong keyboarding skills (45wpm)
  • Excellent written and oral communication skills,
  • Ability to multi-task and adapt to change in a fast-paced environment, and the ability to work independently (self motivated)
  • Post-secondary education with a background in Marketing, Business Administration or Finance is preferred but not required

Additional Requirements:

  • All candidates must successfully pass a credit and criminal and reference background check to be considered for this position

About this company
easyfinancial is making life better for both our employees and the communities we serve. Just as we’re helping our customers create a warm...