Loan Advisor

2 weeks ago


Singapore MTC CONSULTING PTE. LTD. Full time
Roles & Responsibilities

Key Responsibilities:

1. Client Consultation & Loan Guidance:

  • Provide expert advice to clients on personal loan products, helping them choose the best options based on their financial situation.
  • Clearly explain loan terms, conditions, repayment schedules, and any associated fees to clients.

2. Loan Application Management:

  • Oversee the end-to-end loan application process, ensuring all necessary documentation is collected and initial credit assessments are completed.
  • Ensure that all loan applications comply with internal policies and regulatory standards, coordinating with the compliance team when necessary.

3. Cross-Department Collaboration:

  • Work closely with relevant internal teams to ensure timely approval and disbursement of loans.
  • Communicate with the collections team for overdue account management and assist with site visits for collection-related activities.

4. Relationship Building & Client Support:

  • Build and maintain strong, long-term relationships with clients through continuous communication and exceptional service.
  • Resolve any client concerns or inquiries promptly and professionally to maintain satisfaction.

5. Sales & Referral Generation:

  • Proactively reach out to potential clients, actively promoting personal loan products to expand the customer base.
  • Encourage referrals from satisfied clients to generate new business opportunities.

6. Target Achievement & Responsible Lending:

  • Meet or exceed monthly targets for loan disbursements, all while maintaining a strong commitment to responsible lending practices.
  • Keep accurate and detailed records of all client interactions and loan status updates.

7. Regulatory Compliance & Record-Keeping:

  • Ensure that all activities adhere to Singapore's money lending regulations and the company's internal policies.
  • Maintain accurate and up-to-date documentation for each loan application, ensuring compliance at all stages.

Job Requirements:

  • A minimum of 5 years' experience in a licensed moneylending role, with a proven track record in personal loan management.
  • Strong knowledge of Singapore's lending regulations is highly desirable.
  • Excellent communication and interpersonal skills with a focus on customer satisfaction.
  • Ability to handle confidential financial information with discretion and professionalism.
  • A proactive, goal-oriented mindset with excellent problem-solving skills.
  • Resilient, adaptable, and able to thrive in a fast-paced, dynamic work environment.
  • Strong organizational skills with a keen attention to detail, particularly when managing multiple loan applications.

EA Personnel Name: Lee Lut Wang

EA Personnel No: R24124499

EA Lic. No: 15C7752

Tell employers what skills you have

Background Checks
Account Management
Referrals
Microsoft Excel
Regulatory Compliance
Interpersonal Skills
Relationship Management
Career Development
Loans
Adaptable
Attention to Detail
Transportation
Application Management
Customer Satisfaction
Customer Focus
Customer Service Experience
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