Jacqui De'Ath
    May 25, 2018
    Wakefield, West Yorkshire
    Job Type


    Loans Advisor


    £22,000 - £25,000 plus £4,000 Bonus and Employee Benefits

    Our client a growing and successful Finance Business is looking for a Loans Advisor to join their Branch.

    The main purpose of this role is:

    • To identify and develop existing customer base of the Branch
    • To ensure all administrative and audit procedures are complied with
    • To sell loan products
    • To maximize business opportunity development potential
    • To progress within branch/company structure
    • Train, coach and motivate branch employees
    • Ensuring compliance with the requirements of the Company, the FSA and other regulatory organisations

    Main duties and responsibilities:

    • Achieve all sales targets as defined by Manager
    • Greet customers in person and/or by phone.
    • Receive customer payments in person, by post and balance cash draw
    • Generate business through quality customer service
    • Explain services and products to customers and analyse customer suitability for products
    • Prepare and process loan applications
    • Ensure all customer documentation is accurate and up to date at all times
    • Maintain an efficient and organised branch filing system
    • Actively work collection routes and collect overdue payments over the telephone and in person
    • Conduct ongoing business development
    • To develop detailed knowledge of both financial products and company's standard procedures

    The suitable candidate must have previous Telesales or Face to Face to Sales ideally in a Financial Services with a background in selling Loan products to customers.

    You must be target driven, determined and driven and have proven experience of achieving and exceeding targets.

    Due to high volume response only suitable candidates will be contacted.

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