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Effective Loan Partnerships Specialist

2 weeks ago

Noida, Uttar Pradesh, India beBeeRelationship Full time US$ 18,000 - US$ 24,000
Loan Relationship Executive

A loan relationship executive is a customer-facing professional responsible for promoting loan products and services to potential customers.

The primary responsibilities of this role include:

  • Contacting Customers:
  • Establish relationships with customers by making outbound calls to promote loan products and services, addressing any questions or concerns they may have.
  • Identifying Customer Needs:
  • Engage in active listening to understand customers' financial needs and tailor recommendations accordingly.
  • Explaining Loan Products and Services:
  • Clearly communicate the terms and conditions of loan products, including interest rates, repayment schedules, and other relevant details.
  • Maintaining Customer Databases:
  • Accurately record and maintain up-to-date customer interactions and database information.
  • Meeting Sales Targets:
  • Exceed sales targets by effectively selling loan products and services to customers.
  • Providing Customer Service:
  • Respond promptly to customer inquiries, address complaints efficiently, and provide assistance throughout the loan application process.
  • Collaborating with Loan Officers:
  • Work closely with loan officers to ensure customers receive suitable loan products and services.

Success as a loan relationship executive requires strong communication and customer service skills, comfort working in a fast-paced environment, and exceptional organizational abilities. A good understanding of loan products and services, along with the ability to work independently and collaboratively within a team, are also essential.