Process Advisor

3 days ago


Gurgaon, India ApplyBoard Full time

The Opportunity:
We are searching for an experienced and detail-oriented loan officer to join our growing institution. In this position, you will act as a liaison between applicants and our financial institution, helping qualified applicants obtain loans and set up payment plans. Your duties will include meeting with applicants, preparing loan proposals, and examining active loans.

What you’ll be doing every day:- Sell loan products and meet loan production targets.- Perform business development tasks, including managing the pipeline by generating leads and referral business, and maintaining relationships with existing and past clients- Analyze active loan files on a regular basis, follow up and recommend solutions to speed up the loan process.- Complete loan contracts and teach clients on policies and regulations.- Interview applicants to define financial eligibility and establish debt payment plans.- Monitor and update account records.-
- Respond to applicants' questions and resolve any loan-related issues.- Operate in compliance with laws and regulations.

What you bring to the table:
- Bachelor’s degree in finance or a similar field is preferred- A minimum of 2 years experience as a loan processing officer.- Solid understanding of local, state, and federal loan regulations and banking terminologies- In-depth knowledge of computers and banking software.- Outstanding interpersonal and communication skills.- Customer service-oriented with exceptional sales skills

Life at ApplyBoard:
By joining our team, you have the opportunity to:
- Join the fastest-growing technology company in Canada, with many opportunities for growth and advancement- Work alongside a globally diverse team of over 1,500 team members based in over 25 countries, who speak more than 75 languages.- Make a difference in the lives of thousands of students as they explore educational opportunities- Want to learn more about ApplyBoard, read our- Life at ApplyBoard Blog
- , and be sure to follow us on our- LinkedIn page
- .

About ApplyBoard

ApplyBoard was named the fastest-growing technology company in Canada by Deloitte, ranking #1 on the Technology Fast 50 list in 2019 and #2 in 2020.

ApplyBoard was also been named to LinkedIn’s list of Top Startups in 2020 and 2021 and TechTO’s list of top Canadian Rocketship companies to accelerate your career in the Tech Industry.

In 2021, ApplyBoard announced a C$375M Series D funding on a C$4B valuation. This funding will allow us to further invest in our technology, grow our team around the world, and serve more students on our mission to educate the world. Thank you for your interest in ApplyBoard. Please note that only qualified applicants that have been selected for an interview will be contacted.

ApplyBoard is committed to providing an inclusive and diverse workplace and is an equal opportunity employer. If you require any accommodations or assistance during the recruitment process, please let us know.


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