Process Advisor

ApplyBoard simplifies the study abroad search, application, and acceptance process by connecting international students, recruitment partners, and educational institutions on one intuitive and personalized platform. ApplyBoard is a mission-driven, hyper-growth organization. It has been attracting dedicated individuals for more than eight years who are inspired every day to break down barriers to international education and take their careers to new heights at a company that will invest in their career growth. Our are our compass in our mission to Educate the World and the foundation of our unique company culture. As an organization built on a foundation of diversity, it’s important that our team members are representative of the students from more than 150 countries that we support. Job Title: Process Advisor Job Description: As a Process Advisor at ApplyBoard, you will play a vital role in guiding students and Recruitment Partners through the selection and application processes for various products designed to support their educational endeavors. You will collaborate closely with recruitment partners and directly engage with students to ensure a smooth and effective application experience. Your specialized knowledge of financial products, excellent customer service skills, and proactive approach will significantly contribute to the success of our lending program and client satisfaction. Main Responsibilities: Application Guidance and Loan Conversion: Work directly with students and RPs to facilitate the accurate and complete submission of loan applications to designated banking partners. Engage in conversion optimization activities to ensure fast turnaround times, high login rates, and a high loan sanction rate. Proactively follow up with students regarding processing fees and adhere to timelines to ensure timely loan disbursement. Product Knowledge: Maintain a comprehensive understanding of all products offered by partner banks, including eligibility criteria and suitable options for diverse student profiles. Stay up to date of industry trends, regulatory changes, and product offerings to provide the most accurate and relevant information to students and RPs. Customer Experience: Deliver outstanding customer service to students and recruitment partners by addressing inquiries, resolving issues promptly, and providing support throughout the application process. Develop and nurture strong relationships with RPs and students to enhance overall satisfaction and encourage repeat business and referrals. RP Activation Activities: Collaborate with Regional Sales Manager to provide comprehensive training on ApplyBoard’s 360 solutions and product offerings. Actively promote various product lines and the ApplyBoard 360 Solution, highlighting our unique value propositions and advantages for students. Reporting and Analysis: Track and analyze loan application metrics to identify trends, areas for improvement, and opportunities for enhancing the application process. Prepare regular reports on application specific processing statistics and customer feedback to inform decision-making and strategy development. Compliance and Risk Management: Ensure all applications comply with applicable regulations and internal policies to mitigate risk and safeguard the organization’s integrity. Adhere to data privacy laws and maintain confidentiality regarding sensitive student and financial information. Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field is preferred. Previous experience in loan advising, financial services, or a related area is an asset. Strong understanding of financial products, especially student loans and educational financing. Exceptional communication, negotiation, and interpersonal skills. Ability to manage multiple tasks and prioritize effectively, maintaining attention to detail. Proficiency in relevant software applications and CRM tools; data analysis skills are a plus.