Financial Services Representative
Current• Opening loan accounts for new customers and update existing customer accounts• Interview applicants for personal loans.• Promoting the sale of loan products and loan insurance.• Assisting clients by providing personal loans to address financial objectives such as bil payments, living expenses and debt consolidation.• Completing loan applications and review documentation.• Researching and evaluating loan applicant's financial status, references, credit and ability to repay… Show more • Opening loan accounts for new customers and update existing customer accounts• Interview applicants for personal loans.• Promoting the sale of loan products and loan insurance.• Assisting clients by providing personal loans to address financial objectives such as bil payments, living expenses and debt consolidation.• Completing loan applications and review documentation.• Researching and evaluating loan applicant's financial status, references, credit and ability to repay the loan based on their debt to income ratio.• Submitting credit and loan applications to verifications department with recommendations for approval.• Rejecting applications within authorized limits ensuring that credit standards of the institution are respected• Providing alternative solutions to customers that are not approved.• Reviewing and updating credit and loan files. Show less