Loan Advisor
Full-time · On-Site (US-based Shift Hours)
Key Responsibilities
- Conduct in-depth consultations with potential clients to understand their financial situation, goals, and specific financing requirements
- Analyze credit reports, financial statements, and other relevant documentation to assess eligibility and risk
- Clearly explain the different types of loans, their terms, interest rates, and associated fees
- Maintain a comprehensive and up-to-date understanding of all loan products offered by its partners
- Recommend the most appropriate loan solutions tailored to each client's unique circumstances and financial capacity
- Educate clients on the benefits and risks of various loan options.
- Ensure strict adherence to all internal policies, lending guidelines, and relevant financial regulations (e.g., consumer protection laws)
- Practice responsible lending, ensuring clients are not over-leveraged and understand their commitments
- Maintain the higheststandards of ethics, integrity, and confidentiality in all client interactions
- Meet or exceed settargets for loan origination, client acquisition, and conversion rates
- Maintain accurate,detailed, and up-to-date records of all client interactions, applications, andfinancial information within the CRM and other relevant systems
- Actively participate intraining and professional development opportunities
Job Overview
Join Amend Business Solutions as a Customer Service Representative.
We value clear communication, attention to detail, and a commitment to delivering high-quality results.
This role is crucial in understanding client financial needs, assessing their eligibility, recommending suitable loan products, and ensuring a smooth, transparent, and compliant application journey. The Loan Advisor will serve as a trusted point of contact, dedicated to helping clients secure the financing necessary to achieve their objectives while upholding the highest standards of ethical conduct and responsible lending.
Benefits :
● Training and development opportunities.
● A dynamic and supportive work environment.
● Opportunity for career growth and advancement.
Requirements :
● Experience 0- 6 months of experience in the sales or customer service field
● Basic understanding of lending principles, credit assessment, and financial regulations
● Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook)
● Excellent command of the English language, both written and verbal
Hiring Process
Our process includes a review of your CV after sending it and a short interview. We aim to keep the process simple ,efficient and transparent.
We will contact shortlisted candidates within one week of application. All applicants will receive a response.
- Send Your CV
We assess your experience and portfolio. - Interview
A brief call to discuss your background and fit.
Qualifications & Skills
- Financial Acumen: Strong understanding of financial products, loan structures, and credit analysis
- Exceptional Client Service: A genuine passion for helping clients achieve their financial goals, demonstrating empathy and patience
- Excellent Communication: Superior verbal and written communication skills, with the ability to explain complex financial concepts clearly and persuasively
- Analytical & Problem-Solving: Ability to analyze financial data, identify client needs, and solve problems creatively
- Sales & Negotiation: Proven ability to build rapport, identify opportunities, and effectively guide clients towards solutions (if applicable to the sales aspect of the role)
- Attention to Detail & Accuracy: Meticulous in handling sensitive financial information and completing documentation
- Organization & Time Management: Ability to manage multiple client applications and priorities efficiently and Ethical & Compliant: Unwavering commitment to ethical practices and regulatory adherence
To apply, please send your CV to amendbsHR@gmail.com
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