Financial Services Representative

Work setting

• Financial institution

Responsibilities

Tasks

• Approve or reject applications, or recommend applications for approval or rejection
• Complete credit and loan documentation
• Interview applicants for loans
• Promote sale of credit and loan services
• Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
• Submit credit and loan applications to management

Experience and specialization

Computer and technology knowledge

• Information technology

Type of loan experience

• Business
• Personal

Specialization/experience (business sales and services)

• Negotiation

Additional information

Transportation/travel information

• Own transportation

Work conditions and physical capabilities

• Attention to detail
• Fast-paced environment
• Tight deadlines
• Work under pressure

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Team player
• Integrity
• Quick learner

Benefits

Financial benefits

• Commission

Other benefits

• Free parking available