Process Advisor-Student Loan

3 days ago

Gurugram, India ApplyBoard Full time

The Opportunity :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. What you'll be doing everyday: 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. What you bring to the table: 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.

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