Financial Service Advisor
1 week ago
Job Title: Financial Service Advisor
About the OpportunityThis challenging role entails guiding customers through the lending process, ensuring efficient processing of loan applications in accordance with established policies and legislative requirements.
Your Key Responsibilities:- Guide customers through the full lending journey, ensuring clear communication and responsible lending practices.
- Review loan applications, gather necessary documentation, and issue contracts in line with policy and legislation.
- Deliver timely, professional service and contribute to positive customer feedback.
- Identify customer needs and refer them to relevant internal teams.
- Evaluate loan applications for accuracy, compliance, and risk management purposes.
- Make informed decisions regarding loan approvals, including rate adjustments and retention strategies.
- Meet individual settlement targets and support operational tasks.
- Collaborate with team members and stakeholders to foster a positive work culture.
- Stay up to date with training and legislative requirements, applying learnings to daily work activities.
- Report any instances of fraud or compliance breaches promptly and accurately.
We are seeking an experienced Financial Service Advisor to join our organization. The ideal candidate will possess a strong understanding of the lending process, excellent interpersonal skills, and the ability to build strong relationships with customers.
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