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Our goal is to empower individuals in achieving financial stability. We provide expert guidance and support to our clients, helping them reach their long-term objectives.
Key Responsibilities- Deliver exceptional customer service by establishing strong relationships with clients.
- Process and manage personal loans, credit cards, and mortgage lending.
- Collaborate with the Manager to drive business development and complex loan processing.
- Coordinate loan disbursements and ensure timely payments to clients.
- Contribute to staff training programs to enhance skills and knowledge.
- Manage the retention program for members' mortgage portfolio.
- Proven experience in lending and sales.
- Track record of delivering exceptional customer service.
- Excellent communication and listening skills.
- Attention to detail and accuracy.
- Strong mathematical skills and proficiency in Microsoft Office.
- Knowledge of financial products and services (desired).
