Field Loan Consultant - With or Without Exp - Novaliches, QC

Requirements :

Strong understanding of loan products and financial regulations.

Excellent communication and interpersonal skills.

Ability to analyze financial information and assess creditworthiness.

Valid driver's license and reliable transportation for travel.

Detail-oriented with strong organizational skills.

Ability to work independently and manage time effectively.

Proficiency with loan processing software and Microsoft Office.

High school diploma or equivalent; degree in finance or related field preferred.

Customer-focused with a commitment to ethical practices.

Responsibilities :

Meet with clients at various locations to discuss loan options.

Assess clients' financial situations and recommend suitable loan products.

Assist clients in completing loan applications accurately.

Collect and verify necessary documentation for loan processing.

Coordinate with underwriting and approval teams to expedite loan decisions.

Provide ongoing support and follow-up to clients throughout the loan process.

Maintain up-to-date knowledge of loan products and financial regulations.

Build and maintain strong client relationships to encourage repeat business.

Prepare reports and maintain records of client interactions and loan status.

Ensure compliance with company policies and legal requirements.