client consultation: meet with clients to discuss their financial needs, gather information, and explain loan options, terms, and requirements.
loan application assistance: guide customers through the loan application process, ensuring accuracy and completeness in their documentation.
loan evaluation: assess applicants' financial backgrounds, including credit history, income, and other relevant information to determine eligibility.
documentation verification: collect, verify, and review documents such as id, income proofs, tax documents, and other records required by the institution.
approval coordination: work with underwriting and credit teams to facilitate the loan approval process, and ensure timely communication with clients on the status.
customer service: provide excellent service, addressing client inquiries and offering financial advice as needed to enhance their loan experience.
compliance and risk management: ensure that all loan applications and documentation adhere to institutional guidelines and regulatory requirements.
follow-up and reporting: maintain records of applications, follow up with clients, and report on loan progress to management.
market outreach: occasionally participate in marketing activities to promote loan services to potential clients.