Financial sales and service supervisor

ResponsibilitiesTasksApprove or reject applications, or recommend applications for approval or rejectionAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsComplete credit and loan documentationForward irreconcilable accounts for collector actionInterview applicants for loansPrepare statements on delinquent accountsReview and update credit and loan filesSubmit credit and loan applications to managementExperience and specializationType of loan experiencePersonalAdditional informationWork conditions and physical capabilitiesAttention to detailFast-paced environmentPersonal suitabilityAccurateClient focusEfficient interpersonal skillsExcellent written communicationOrganizedTeam player

Working for Finvio Investments means more opportunities for you to carve your own career path forward. From our desire to revolutionise the way people get mortgages to addressing challenges, big or small, with outside-the-box solutions, we’re not your typical employer. We’ll provide you with everything you need to ensure you’re successful here.Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals.About Us: At Finivio Investments we believe that securing a mortgage should be a seamless and empowering experience. Our mission is to provide a comprehensive platform where aspiring homeowners can turn their dreams into reality. We strive to redefine the mortgage industry by offering transparency, personalized solutions, and unwavering support.Armed with deep industry knowledge, we guide you through informed decisions. our core values include Empathy, Innovation, Excellence and Communication.Terms of employment: Permanent, full-time Work location: Oakville, Ontario (Hybrid)Language of work: EnglishSalary range: $37.50/hourHours: 37.50/week Start date: As soon as possibleBenefits: Paid Vacation, Group Plan Benefits, Competitive salary Duties and responsibilities:·       As a Financial Analyst, you'll conduct quantitative analyses of information affecting budgets, expenses, investment programs and other financial projects. You'll analyse and forecast financial, economic and other data to provide accurate and timely information for strategic and operational decisions.·       Analyze existing market mortgage products across lenders to make recommendations for action and/or modifications regarding focus on more popular products based on industry needs. ·       Assist in the preparation of monthly, quarterly or annual financial statements ·       Collect, compile, verify and analyze financial information and economic indicators so senior leadership and other sales team has accurate and timely information for making strategic and sales decisions.·       Collect and analyze financial information for assigned accounts, products/product lines or business units in order to track the organization's progress against its financial goals ·       Analyze the financial implications of proposed investments or other transactions so senior leadership can evaluate alternatives against the organization's business objectives ·       Evaluate industry, economic, financial and market trends to forecast the organisation's short-, medium- and long-term financial and competitive position ·       Report current or expected financial performance and create financial models to guide decision-making ·       Client Portfolio Analysis: Analyze client portfolios based on current held mortgage products, renewal dates etc and provide recommendations on mortgage and financing strategies to optimise financial outcomes.·       Market Assessment: Conduct existing housing market trends and analyses, prepare reports based on statistics to assess the viability of certain lenders and their mortgage products.·       Risk and Return Assessment: Support the structuring of loan and mortgage products by assessing risks and returns to meet client-specific needs.·       Market Trend Analysis: Monitor economic trends and analyse their impact on the mortgage market and investment climate for investor group of clients.·       Collaboration and Innovation: Collaborate with senior analysts and other team members to develop innovative financial solutions.·       Regulatory Compliance: Ensure compliance with regulatory standards and internal policies throughout the financial planning and investment process.Benefits And PerksOur team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind.  Qualifications:·       Bachelor of Business Administration or Commerce (Finance, Accounting, or Economics).·       1 year of financial modelling and quantitative analysis experience ·       Proven experience in financial analysis or a similar role.·       Strong understanding of mortgage products and financial planning.·       Excellent analytical skills and attention to detail.·       Ability to work collaboratively in a team environment.·       Strong communication and presentation skills.·       Great computer skills and proficiency in MDM (Master Data Management)·       SAP knowledge in Master data, General Ledger Accounting, Accounts·       Strong understanding of basic financial modelling, including NPV, IRR, and cash flow modelling.·       Expert level of knowledge required to include formulas, pivot tables, charting, etc.·       Expert in tools like powerpoint presentations, graphs, charts to effectively convey analysis results.·       Excellent comprehension and analysis of financial statements.·       Strong interpersonal and communication skills.·       High attention to detail. Contact information: Ph: +1 416-907-5902 Email: kunal@finivioinvestments.ca Business address: 447 Spring Blossom Crescent, Oakville, ON L6H 6Y5, Canada Canada Diversity Statement We are proud equal opportunity employers and committed to providing an inclusive environment based on mutual respect for all candidates and team members. Employment decisions, including hiring decisions, are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. We also provide reasonable accommodation to qualified individuals with disabilities in accordance with state and federal law.