About Company
Job Info
Job Status: Expired
No of Vacancies: 1
Date Posted: September 1, 2019
Expiry Date: September 30, 2019
Job Type: Full Time
Job Level: Mid level
Years of Experience: 1
Salary Info
Salary Type: Negotiable
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  • Interview loan applicants, collect information, review their financial data, determine financial eligibility, assist them obtain loans, and set up payment plans.
  • Analyze active loan files on a regular basis.
  • Complete loan contracts and educate client on policies and regulations.
  • Ensure adherence to established regulation and law requirements.
  • Assist client with administrative issues.
  • Manage renewal processes by preparing renewal presentation by including marketing analysis, strategic planning initiatives, contribution & network analysis, and benchmark study.
  • Keep managers and executives informed of significant development on accounts.
  • Attend to special projects assigned by the Operations Manager such as analysis of the employee benefits industry, assessment of the insurance marketplace and policy forms.


MINIMUM REQUIREMENTS: Bachelor's degree in Business, Finance, or related field plus one (1) year experience in client relations management, customer service or related experience.

Must have experience in: MS Word, Excel and Outlook; responding to high volume of telephone inquiries from clients; preparing and maintaining reports and files; and reporting on trends and internal issues for resolution.