Financial Services Consultant
6 days ago
In this role as a Credit/Personal Loan Specialist, you will play a critical part in our team's success at AmBank Group. Your responsibilities will include processing personal loan and credit card applications, ensuring all necessary documentation is accurate and complete.
Responsibilities:- Process loan applications and documentation, reviewing all documents for accuracy and compliance with internal policies and industry regulations.
- Collaborate closely with bankers, sales staff, and clients to facilitate smooth loan approvals and disbursements.
- Monitor settlement group activities and guide customers through the process of closing their loan and credit card accounts effectively.
- Provide alternative solutions and suggestions when sales staff face difficulties obtaining required documentation from clients.
- Drive sales by identifying opportunities to meet and exceed monthly sales targets and quotas.
- Build strong relationships with clients and provide ongoing support to ensure they have a positive experience throughout the loan process.
- A minimum of 2 years' experience in the credit/personal loan industry.
- A minimum Diploma & higher.
- A proven track record in sales with the ability to meet and exceed targets.
- Strong attention to detail and organizational skills.
- Excellent communication skills to interact effectively with bankers, clients, and sales teams.
- A self-motivated, proactive, and able to work independently in a remote work environment.
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