12 Nov 2020

Finance Representative

Ref 33285

A financial business is seeking a Finance Representative to join their growing team to evaluate and recommend the approval of loans, having advised clients on financial status and re-payment methods.

Main duties 

  • Analyse applicants' financial status, credit, and CDD evaluations to determine feasibility of granting loans. 
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Meet with applicants to obtain and discuss information relating to loan applications and to answer questions about the process.
  • Provide a complete loan application with explanatory notes for approval of the underwriter.
  • Answer loan queries relating to current and potentially new customers.
  • Process loan payments.
  • Process Web applications.

The desirable candidate will have previous experience in an office environment, have the ability to analyse and evaluate information to make informed recommendations and will develop close working relationships with internal and external contacts.

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