Loan Consultant

Job Description

Responsibilities

• Receive, assist, and direct clients in a courteous, efficient, and welcoming manner projecting a positive, friendly, and professional image.
• Enter all new client’s details into the client registration system either manually or electronically.
• Checking documents and informing applicants of additional requirements and documents.
• Ensure all loans are properly documented with accurate and complete information.
• Maintaining client’s right to privacy and confidentiality throughout the loan process.
• Attending all customer inquiries/questions by delivering first-class customer service.
• Ensure full compliance with the Unifi credit policy.
• Ensure proper cash management.
• Ensure that clients have the right information regarding the products, promotions, and other value-added services.
• Assist the branch in achieving set KPIs and operational goals
• Actively participate in all brand awareness and marketing activities
• Maintain thriving relationships with customers and stakeholders.
• Make Unifi a fun place to work!