Description:
Handles customer accounts and/or loan applications. The position involves evaluating customers’ financial situations and helping them obtain appropriate banking products.
Typical responsibilities:
- Process loan applications
- Review financial documents
- Interview borrowers
- Evaluate customers’ ability to repay
- Prepare loan documentation
- Monitor existing loans
- Maintain client relationships
- Meet loan/sales targets
Requirements:
- Bachelor’s degree in Business, Finance, Accounting, Economics, Marketing, or related field
- Good analytical skills
- Communication and negotiation skills
- Knowledge of basic financial concepts
- Customer relationship skills
- Sales skills can be important
- Experience in lending or banking is an advantage
Good for: People who like sales + finance + dealing with customers.