Verified Job
Accounting - Finance
Loan Assessor Personal Loans Adviser
Accounting - Finance
#418187
Remote / WFH
Job Description
Loan Writing and Processing:
Manage the complete loan application process, ensuring all documentation is accurate and submitted on time.
Liaise with clients, lenders, and third parties to facilitate the smooth processing of applications.
Client Advising (with Cert5):
Provide professional and personalized advice on loan options and financial products.
Conduct thorough assessments of clients' financial situations to recommend the most suitable loan products.
Relationship Management:
Build and maintain strong relationships with clients and key stakeholders.
Act as the primary point of contact for clients, ensuring clear communication and exceptional service.
Manage the complete loan application process, ensuring all documentation is accurate and submitted on time.
Liaise with clients, lenders, and third parties to facilitate the smooth processing of applications.
Client Advising (with Cert5):
Provide professional and personalized advice on loan options and financial products.
Conduct thorough assessments of clients' financial situations to recommend the most suitable loan products.
Relationship Management:
Build and maintain strong relationships with clients and key stakeholders.
Act as the primary point of contact for clients, ensuring clear communication and exceptional service.
