Financial Solutions Expert

4 days ago

Singapore beBeeLoan Full time

Job Title: Financial Solutions Expert

This role involves collaborating with clients to comprehend their financial requirements and providing suitable loan solutions. Key responsibilities include explaining loan products, handling disbursements, conducting eligibility assessments, and arranging appointments with clients.

Key Responsibilities:

  • Understand clients' financial needs and provide suitable loan solutions.
  • Clearly explain loan products, contract terms, and application details to clients.
  • Monitor and update clients on the progress of their loan applications in a timely manner.
  • Handle the disbursement of both personal and corporate loans.
  • Conduct eligibility assessments on loan applications.
  • Arrange appointments with clients to facilitate payments.
  • Perform follow-up calls with clients to explore further business opportunities.

Additional skills required for this role include multitasking, proficiency in Microsoft Office, interpersonal skills, inventory management, and time management.

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