Loan Advisor

Loan Advisor
Key ResponsibilitiesStudent 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.QualificationsEducation: 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.