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    Loan Advisor

    Berkshire | Source4 Personnel Solutions

    Job Details
    Category: Banking & Financial Services
    Posted Yesterday

    Our client, a commercial finance provider, are looking to add to their successful and busy Sales Team. They are looking for a bright, articulate and motivated individual to engage with their wealth of clients.

    The successful candidate will need to be very comfortable speaking to business owners on the phone about our Client's core offering and describing with credibility how they can help. The role demands an ability to connect, show empathy, and build a professional relationship with each customer.

    The candidate will be the first voice the customer hears when calling in, so it is vital the applicant is able to show complete professionalism and clarity in their delivery.

    Responsibilities:

    Speak to our applicants about their business and build engagement in your conversion based on what they tell youInput data into our custom-built loan management platform, as the customer speaks with youReview financial accounts and bank statements to build an idea of affordability for the applicant's loan request (underwriting aspect)Manage on-going applications as well as taking on new applicants What we're looking for from applicants:-

    Excellent spoken and written EnglishHappy speaking to customers over the phoneExcellent organisational skills and be able to follow proceduresKeen to learn and be open to change with evolving practicesBe comfortable to work in a team, in an open-plan office environment

    Benefits:

    Gym membershipPensionBonus schemeMon - Fri 9-5.3021 days holiday plus bank holidays

    Please note:As you can appreciate we are currently overwhelmed with applications of individuals looking for both short term and permanent work and we can therefore only contact those applications that have relevant skills for positions that we currently have available. Should you not hear from us within a week, please assume you have been unsuccessful on this occasion.In line with GDPR regulations, we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketing preference options. The link will be provided in an email to you. Source4 are an equal opportunities employer and complies with all relevant UK legislation. If you are successful in your application, you will be required to attend a full registration with one of our Consultants which will involve you providing a current passport, any relevant visas, a proof of address and completing relevant tests and a full competency based interview.

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