Junior Loan Specialist
1 week ago
Must Have Values:
These are the minimum expectations and considered committable values.
Initiative
We don't expect to be told, instead we act Be proactive
Be inquisitive
Have foresight and awareness
Improvement We strive to find new and improved ways of doing things and share our learnings.
Look to continuously improve
Acts to resolve known issues
Gives considered opinions
Team Player
We promote a positive, fun and energising environment. Positive attitude
Respectful of others
Contributes outside direct role
Good To Great Values:
These are values that our higher achievers possess and display.
Recognition We champion success and celebrate the accomplishments of our colleagues and the business.
Strong work ethic
Acknowledges success of others
Supportive of colleagues
Coaching
We coach and develop each other by sharing our knowledge. Shares knowledge
Approachable
Takes an interest in development of others
Constructive
We act with integrity and show respect independent of status or difference in opinion. Takes feedback as intended
Listens to understand, not reply
Open-minded
Leadership Values:
These are values that we expect our Leaders to possess and display.
Accountability
We hold ourselves accountable and show discipline in delivering what we promise. Sees things to completion
Structured and disciplined approach to tasks
Takes ownership
Alignment
We are transparent and aligned in our decision making, ensuring we communicate openly, act decisively and take ownership of the wins and losses.
Appropriately collaborative
Drives others to achieve outcomes
Primary Objective
Our Junior Loan Specialists are our sales and account managers within the business.
They are at the forefront of our customer service function and drive our sales and customer relationships for the business.
Key Responsibilities SalesMaking high volume inbound/outbound phone calls
Fielding basic questions about Bizcap loans and pre-qualifying customers
- house credit team
Provide best in class customer experience to our customers
Account Management
Manage your growing pipeline and tasks
Maintain an organised inbox
Plan your customer check-ins strategically
Knowledge &/or Skills
Customer-focused, strong communication and rapport building skills
Confident, positive manner especially over the phone
A great work ethic and be a go-getter
Self-motivated, results-driven and proactive
Ability to close sales effectively
Highly organised and tactical thinker
ACKNOWLEDGEMENT FORM TO BE RETURNED You have finished reading the Junior Loan Specialist Position Description. Please complete the Acknowledgement form and return it to Wall Street H/R department.
ACKNOWLEDGEMENT
I declare that I've read and understand the Junior Loan Specialist Position description requirements for Bizcap and agree to abide by them whilst employed by Bizcap.
Signed By Mr. Michael Paul Iacuone Date
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