Associate Loan Advisor | Noida | Sal-5-6LPA

7:30 pmDesignation- Associate- Loan Advisor

BU- upGrad Study Abroad

Location- Noida Sec 125- Work from Office

Shift- 5 days working & 10:30 am-7:30pm

Key Responsibilities

• Student Engagement:

   Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms.

• Application Facilitation:

   Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy.

• File Management:

   Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS.

• Ongoing Support:

   Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates.

• Issue Resolution:

   Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal.

• Record Keeping:

   Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports.

Qualifications

• Education:

   Bachelor's degree in Finance, Business Administration, Commerce, or a related field.

• Experience:

   1-3 years of experience in loan processing, financial services, customer support, or a similar role, preferably in the education or study abroad sector.

• Skills:

• Excellent verbal and written communication skills in English.
• Strong interpersonal skills with an ability to build rapport with students and partners.
• Solid understanding of financial documents (e.g., bank statements, IT returns, salary slips).
• Proficiency in using CRM/LMS software and MS Office Suite (Word, Excel).
• Highly organized with strong attention to detail and accuracy.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Problem-solving attitude and a proactive approach to work.