Lending Specialist (Ontario)

Lending Specialist (Ontario)

03 Oct
|
Altis Technology
|
Ontario

03 Oct

Altis Technology

Ontario

Location: New Liskeard, ON (On-site) Pay Rate: $22.26/hour Schedule:

MondayWednesday: 9:00 AM5:30 PM

Thursday: 9:00 AM7:00 PM

Friday: 9:00 AM5:00 PM

About the Opportunity
Our client is seeking a Lending Specialist to join their customer-focused team in New Liskeard. This is an excellent opportunity for someone early in their career who enjoys connecting with people, solving problems, and working toward measurable goals.

Previous lending or financial services experience is not required. Were looking for someone with robust customer instincts, confidence on the phone, and a natural ability to build rapport. Your experience could come from retail, hospitality, restaurants, telecommunications, automotive, banking, fitness, customer service, or another fast-paced workplace.

Youll support customers throughout the lending process, taking the time to understand their financial needs, explain available options, and recommend appropriate solutions. Some conversations may involve customers experiencing financial hardship, so empathy, professionalism, and sound judgment are essential.

Whats in It for You
Youll join a performance-driven environment where coaching, learning, and continuous improvement are encouraged. Youll receive support as you develop your knowledge of lending products, policies, and customer solutions.

This is an opportunity to build valuable experience within financial services while developing your sales, relationship management, and customer advisory skills.

Your Responsibilities

Youll connect with customers by phone and in person to understand their financial needs and identify appropriate solutions

Youll proactively follow up with customers who have submitted applications and manage applications through to completion

Youll make a high volume of outbound customer calls,



which may include 4050+ calls per day

Youll ask thoughtful questions about customers financial circumstances while handling sensitive conversations with empathy and professionalism

Youll explain lending options, products, coverage, and applicable terms clearly so customers can make informed decisions

Youll identify additional products or services that may appropriately support a customers needs

Youll maintain timely follow-ups, accurate documentation, and organized customer records

Youll work toward individual and branch performance and sales goals

Youll support customers experiencing payment challenges and work toward practical solutions within established policies

Youll consistently follow lending policies, procedures, and compliance requirements

Youll participate in regular coaching and apply feedback to continuously strengthen your performance

Skills and Qualifications

13 years of customer service, retail, hospitality, sales, call centre, or other customer-facing experience is preferred

Financial services or lending experience is considered an asset but is not required

Strong interpersonal skills with a natural ability to build rapport and establish trust with customers

Comfortable making frequent outbound calls and proactively following up with customers

Confident discussing sensitive topics, including customers financial circumstances and payment challenges





Customer-focused and empathetic while remaining comfortable recommending and selling appropriate products and solutions

Motivated by goals, targets, measurable performance, and continuous improvement

Strong listening, questioning, negotiation, and problem-solving skills

Organized and able to manage multiple applications, follow-ups, and priorities in a fast-paced environment

Coachable, adaptable, and willing to apply feedback

Demonstrated integrity, accountability, and sound judgment when handling confidential customer information

Note from the Hiring Manager
Were looking for someone who genuinely enjoys connecting with people. You dont need lending experiencewe can teach the products and processes. Whats most important is that youre comfortable picking up the phone, asking the right questions, listening to what customers need, and helping them find a solution while staying motivated by goals and results.

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals.All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.

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📌 Lending Specialist (Ontario)
🏢 Altis Technology
📍 Ontario

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