Key Responsibilities:
* Have phone conversations with potential start-up business customers who have enquired about our government-backed start-up loan scheme
* Explain the loan application process in detail and coach applicants on what documents and information they will need to submit
* Assist clients with developing thorough business plans, financial forecasts, and other supporting documents required as part of the application
* Analyse applicants' business proposals and plans to conduct due diligence as per company credit policy guidelines
* Prepare written recommendations and reports on loan applicants for the Credit Assessor to evaluate
* Follow up with applicants to request any missing documentation and information needed before submitting their full application
* Attend networking and entrepreneur events to promote our Start-Up Loans and connect with the start-up community
* Develop relationships with local business support organisations who can refer start-up loan leads
* Continually expand product knowledge of the different government-backed business lending programmes
* Accurately input and update customer details using our CRM system, Atlas portal and Office 365 programmes
* Prepare weekly status reports on application pipeline and conversion rates
* Achieve monthly targets for new start-up business loan applications submitted
* Provide excellent customer service throughout the application process, answering all applicant queries in a clear, patient and prompt manner
* Signpost customers to relevant external organisations
Job Type: Full-time
Pay: £26,000.00-£30,000.00 per year
Additional pay:
* Bonus scheme
* Performance bonus
* Quarterly bonus
Benefits:
* Company pension
* On-site parking
* Employee discounts
Schedule:
* Monday to Friday
Work Location: In person