Lending Specialist

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

• Monday–Wednesday: 9:00 AM–5:30 PM
• Thursday: 9:00 AM–7:00 PM
• Friday: 9:00 AM–5:00 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. We’re looking for someone with strong 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 environment.

You’ll 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.

What’s in It for You

You’ll join a performance-driven environment where coaching, learning, and continuous improvement are encouraged. You’ll 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

• You’ll connect with customers by phone and in person to understand their financial needs and identify appropriate solutions
• You’ll proactively follow up with customers who have submitted applications and manage applications through to completion
• You’ll make a high volume of outbound customer calls, which may include 40–50+ calls per day
• You’ll ask thoughtful questions about customers’ financial circumstances while handling sensitive conversations with empathy and professionalism
• You’ll explain lending options, products, coverage, and applicable terms clearly so customers can make informed decisions
• You’ll identify additional products or services that may appropriately support a customer’s needs
• You’ll maintain timely follow-ups, accurate documentation, and organized customer records
• You’ll work toward individual and branch performance and sales goals
• You’ll support customers experiencing payment challenges and work toward practical solutions within established policies
• You’ll consistently follow lending policies, procedures, and compliance requirements
• You’ll participate in regular coaching and apply feedback to continuously strengthen your performance

Skills and Qualifications

• 1–3 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

“We’re looking for someone who genuinely enjoys connecting with people. You don’t need lending experience—we can teach the products and processes. What’s most important is that you’re 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.”

Why Partner with Altis

If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

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.