Associate - Loan Specialist

Key Responsibilities

• Student Engagement: Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms.
• Application Facilitation: Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy.
• File Management: Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS.
• Ongoing Support: Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates.
• Issue Resolution: Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal.
• Record Keeping: Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports.

Qualifications

• Education: Bachelor's degree in Finance, Business Administration, Commerce, or a related field.
• Experience: 1-3 years of experience in loan processing, financial services, customer support, or a similar role, preferably in the education or study abroad sector.
• Skills:
• Excellent verbal and written communication skills in English.
• Strong interpersonal skills with an ability to build rapport with students and partners.
• Solid understanding of financial documents (e.g., bank statements, IT returns, salary slips).
• Proficiency in using CRM/LMS software and MS Office Suite (Word, Excel).
• Highly organized with strong attention to detail and accuracy.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Problem-solving attitude and a proactive approach to work.