Private Client Advisor
Posted on :
01-09-2024
Employer Active
1 Vacancy
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Job Description
Responsibilities:
- Meet with loan applicants to identify their needs and collect information for loan applications.
- Analyze active loan files on a regular basis and recommend solutions to speed up the loan process.
- Complete loan contracts and teach clients on policies and regulations.
- Interview applicants to define financial eligibility and establish debt payment plans.
- Monitor and update account records.
- Submit loan applications in a timely manner.
- Prepare detailed loan proposals.
- Reject loan applications and explain deficiencies to applicants.
- Respond to applicants' questions and resolve any loan-related issues.
- Operate in compliance with laws and regulations.
Employment Type
Full-time
Company Industry
Department / Functional Area
Key Skills
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