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Finance Professional
2 weeks ago
We are seeking a skilled professional to fill a critical position within our lending team. As a key member of this team, you will be responsible for building rapport with potential customers and guiding them through tailored lending solutions.
Key Responsibilities- Customer Engagement: Engage with prospective and existing customers to understand their financial needs and offer personalized loan options.
- Needs Analysis: Conduct thorough analysis to match customers with the most suitable personal or asset finance products.
- Loan Pre-Assessment: Collect and review customer information and documentation to determine preliminary eligibility for loans.
- Pipeline Management: Effectively manage a pipeline of potential leads and applications, ensuring timely follow-ups and efficient progression through the sales process.
- Compliance: Adhere to all internal policies and external regulations, including responsible lending and AML/KYC requirements.
- Relationship Building: Build trust and long-term loyalty with customers through strong communication and negotiation skills.
- Team Collaboration: Work closely with credit assessors, underwriters, and operations teams to ensure smooth loan approvals and settlements.
- No prior experience is required, as comprehensive training will be provided to equip you with the necessary knowledge and skills.
- Excellent communication and interpersonal skills, with the ability to build rapport over the phone.
- A results-driven mindset with a passion for meeting and exceeding sales targets.
- Strong organizational skills to manage multiple leads and applications simultaneously.
- Proficiency in CRM systems and lending platforms.
