financial customer service representative
Posted on
September 12, 2024
by
Employer details
Sheaves Capital
Job details
*About us*
Our goal is to provide working capital solutions to Canadian businesses.
*Job Overview*
We are seeking a detail-oriented Financial Customer Service Representative to join our team. The ideal candidate will assist with the underwriting process, ensuring accuracy and compliance with company policies and industry regulations.
*Duties*
* Assist in risk analysis and evaluation of potential clients' financial backgrounds
* Enter, track, and update loan data related to pricing models and deal structures in internal systems
* Maintain accurate loan pricing records and assist in generating pricing reports
* Work closely with the underwriting team to assess accounts and determine appropriate financing
* Assist in preparing quotes and negotiating terms with clients
* Review and input changes to client profiles
* Conduct research on industry trends and regulations to stay informed on market changes
*Requirements*
* Post-secondary education in Math, Finance, Business, or related field
* Strong mathematical skills for data analysis and risk assessment
* Knowledge of financial services and underwriting principles
* Excellent communication skills to interact with clients and team members effectively
* Ability to work collaboratively in a fast-paced environment
* Proficiency in data entry and accuracy in maintaining financial records
* Detail-oriented with strong organizational skills
*Nice-to-have Skills*
* Experience in risk analysis or underwriting
* Proficiency in data collection and interpretation
* Experience with loan pricing software or financial data entry systems
* Negotiation skills for client interactions
Job Types: Full-time, Permanent
Pay: $50,000.00 per year
Benefits:
* Casual dress
* Company events
* On-site parking
Schedule:
* 8 hour shift
* Day shift
* Monday to Friday
* No weekends
Ability to commute/relocate:
* North York, ON M3J 2G9: reliably commute or plan to relocate before starting work (required)
Experience:
* underwriting: 1 year (preferred)
* Financial services: 1 year (preferred)
Work Location: In person
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LocationNorth York, ON
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Workplace information
On site
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Salary$50,000YEAR annually
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Terms of employment
Permanent employmentFull time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
indeed.com
#9444464185
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