Posted:1 month ago| Platform: Shine logo

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Work Mode

Remote

Job Type

Full Time

Job Description

We are Hiring: Education Loan Specialist

Education Loan Specialist


Position Details

  • Position

  • Location

  • Employment Type

  • Experience Required

  • Qualification

  • Salary

  • Interview Mode


Key Responsibilities

  • Counsel students and parents on suitable education loan options

  • Assist in loan applications and documentation

  • Coordinate with banks and financial institutions

  • Stay informed on government and private loan schemes

  • Provide end-to-end assistance until loan disbursement


Requirements

  • Bachelors degree in Finance, Business, or a related field

  • Strong understanding of education loan products

  • Excellent communication and interpersonal skills

  • Self-motivated with the ability to manage multiple cases independently

  • Prior experience in financial services or education is a plus


Preferred Background

  • Banking Sales

  • Education Loan Sales

  • Personal Loan Sales

  • Business Loan Sales

 

Key Skills Education Loan Specialist

Technical & Functional Skills

  • Knowledge of education loan products (secured & unsecured)

  • Understanding of loan application & approval processes

  • Familiarity with bank documentation and compliance

  • Proficiency in handling financial calculations and eligibility assessments

  • Experience with CRM or loan management software

  • Awareness of government schemes (e.g., Vidya Lakshmi, CSIS, etc.)

  • Ability to assess creditworthiness and financial background

Communication & Interpersonal Skills

  • Strong verbal and written communication

  • Ability to explain complex loan terms to clients in simple language

  • Client handling and relationship management

  • Conflict resolution and objection handling

  • Confidence in negotiating with banks and institutions

Analytical & Organizational Skills

  • Attention to detail in reviewing documents

  • Time management and ability to multitask

  • Follow-up and coordination with banks/students

  • Problem-solving and decision-making skills

Sales & Target-Oriented Skills

(if the role is sales-based)
  • Lead conversion and follow-ups

  • Cross-selling of financial products

  • Understanding customer needs and suggesting suitable products

  • Target-driven mindset

Why Join Us

  • Contribute to the educational journey of aspiring students

  • Be part of a supportive, mission-driven team

  • Attractive compensation & performance-based incentives

  • Great opportunities for career advancement and learning


How to Apply

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