
Loan Advisor
4 weeks ago
Role & responsibilities
1. Banking & Institutional Liaison
- Build and maintain strong, collaborative relationships with partner banks and NBFCs.
- Act as the primary point of contact between the organization and loan providers.
- Work out service terms, turnaround times, and partnership benefits that work for both sides.
- Stay in the loop on the latest education loan products, eligibility rules, and compliance updates.
2. Loan Process Management
- Oversee the entire student loan application journey from start to finish.
- Make sure all required documents are collected and verified on time.
- Keep an eye on each applications progress and step in quickly if anything gets stuck.
3. Team Management
- Lead and support a team of loan officers/executive.
- Assign tasks, set clear goals, and regularly check in on performance.
- Organize training sessions to keep the team sharp on both product knowledge and processes.
- Ensure high-quality service and quick resolution of student queries.
4. Reporting & Coordination
- Maintain regular MIS reports and loan tracking dashboards.
- Share regular updates, highlighting approvals, delays, or problem areas.
- Work closely with the admissions and counselling teams to provide a smooth pre- and post-loan experience for students.
5. Overseas Travel & Accommodation:
- Coordinate with travel partners to arrange international air tickets and student accommodation bookings.
- Ensure timely communication with students regarding travel itineraries and stay options.
- Negotiate rates with travel vendors and ensure cost-effectiveness.
6. Forex & Prepaid Cards:
- Facilitate foreign exchange services and international prepaid card issuance.
- Guide students on forex requirements and usage policies.
- Ensure compliance with regulatory requirements related to forex transactions.
Preferred candidate profile
- Bachelors degree in finance, Business Administration, or a related field (MBA preferred).
- Minimum 4-6 years of experience in loan services, banking operations, or education finance.
- Experience in handling bank relationships and leading teams.
- Strong communication and negotiation skills.
- Ability to multitask and manage deadlines.
- Proficiency in MS Excel and CRM tools.
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