Overview
The Secured Loan Advisor role is a full-time, on-site position based in Hemel Hempstead. In this role, you will be responsible for assisting clients by identifying the most suitable loan options, maintaining excellent customer service, and fostering client relationships. Your day-to-day activities will include evaluating loan applications, liaising with lenders, conducting financial assessments, and ensuring accurate and timely underwriting processes. Regular communication with clients and team members is essential to ensure a smooth and efficient loan application process.
Responsibilities
* Evaluate loan applications
* Liaise with lenders
* Conduct financial assessments
* Ensure accurate and timely underwriting processes
* Maintain excellent customer service and foster client relationships
* Communicate with clients and team members to ensure a smooth loan application process
Qualifications
* Great customer service skills
* Great telephone manner and the ability to be calm and engaging
* Knowledge and experience with Loans and Finance processes desirable
* Strong customer service and communication skills
* Experience in underwriting and financial assessment an advantage
* Ability to build positive relationships with clients and lenders
* Proficiency in using relevant software and tools for financial assessments
* Attention to detail, organizational skills, and the ability to work in a fast-paced environment
* Prior experience in secured loans, finance, or lending is a plus
* Relevant certifications or qualifications in finance or related fields are an advantage but not compulsory (e.g., CEMAP; funded by company)
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