Loan Consultant job at Unifi

Operational

• Receive, assist, and direct clients in a courteous, efficient, and welcoming manner projecting a positive, friendly, and professional image.

• Enter all new client’s details into the client registration system either manually or electronically.

• Checking documents and informing applicants of additional requirements and documents.

• Ensure all loans are properly documented with accurate and complete information.

• Maintaining client’s right to privacy and confidentiality throughout the loan process.

  
  

• Attending to all customer inquiries/questions by delivering first-class customer service.

• Ensure full compliance with the Unifi credit policy.

• Ensure proper cash management.

• Ensure that clients have the right information regarding the products, promotions, and other value-added services.

• Assist the branch in achieving set KPIs and operational goals