Associate - Loan Specialist
5 days ago
Job Description Key Responsibilities - Student Engagement:Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms. - Application Facilitation:Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy. - File Management:Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS. - Ongoing Support:Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates. - Issue Resolution:Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal. - Record Keeping:Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports. Qualifications - Education:Bachelor's degree in Finance, Business Administration, Commerce, or a related field. - Experience:1-3 years of experience in loan processing, financial services, customer support, or a similar role, preferably in the education or study abroad sector. - Skills: - Excellent verbal and written communication skills in English. - Strong interpersonal skills with an ability to build rapport with students and partners. - Solid understanding of financial documents (e.g., bank statements, IT returns, salary slips). - Proficiency in using CRM/LMS software and MS Office Suite (Word, Excel). - Highly organized with strong attention to detail and accuracy. - Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. - Problem-solving attitude and a proactive approach to work.
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