Market the loan portfolio products to the target
clients, converting potential leads into customers, updating the marketing
feedback track via Google, on a daily basis
Evaluate the credit-worthiness of applicants through
interviews and financial analysis.
Process and verify loan applications, ensuring accuracy
and completeness of all required documentation.
Determine relevant risk factors and establish
appropriate debt repayment plans.
Clearly justify loan approval or rejection decisions
and prepare corresponding reports.
Send customer financial statements for MPESA/banks to
the Verification Department for affordability checks.
Respond to client inquiries, providing clear and
accurate information about loan products, eligibility criteria, and terms.
Counsel clients on loan policies, repayment
responsibilities, and available options.
Maintain a strong knowledge base of all loan products
and services offered by the organization.
Build long-term, trusting relationships with clients to
ensure loyalty and satisfaction.
Portfolio Management
Document all client interactions and follow-up actions
in the loan origination system.
Monitor loan performance and flag potential issues for
timely resolution.
Ensure compliance with all applicable regulations,
lending policies, and internal guidelines.
Operate in accordance with established key performance
indicators (KPIs) and contribute to overall branch targets.
Business Development & Cross-Selling
Identify client needs and offer suitable loan products
accordingly.
Suggest alternative financing channels or products to
meet client goals.
Develop referral networks and promote loan services to
new and existing customers.
Originally posted on WakandaJobs.com - Source: www.wakandajobs.com
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