Job Description

Job Description

Responsibilities

  • Evaluate credit worthiness by processing loan applications and documentation within specified limits

  • Interview applicants to determine financial eligibility and feasibility of granting loans

  • Determine all applicable ratios and metrics and set up debt payment plans

  • Communicate with clients either to request or to provide information

  • Justify decisions (approvals/rejections) and report on them

  • Complete loan contracts and counsel clients on policies and restrictions

  • Update job knowledge on types of loans and other financial services

  • Maintain and update account records

  • Assess customer needs, explore all options and introduce different types of loans

  • Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas

  • Go the “extra mile” to build trust relati...

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