Job Summary
To achieve individual loan targets and ensure that all the loan and administrative duties are executed in a timely and efficient manner, according to the company‘s policies and procedures.
Primary Responsibilities:
1. Loan Production & Processing – All related functions
- Market and Promote consumer loans in line with individual & team loan targets – This involves employing all established marketing approaches inclusive of Online loan request follow-up, Walk-in client attendance, After sales service communication, Branch and Unit meeting presentations and other Approved mediums.
- Complete Loan Applications
- Register Loan Applications on Online System
- Liaise with client/financial advisor/team member for additional information
- Review loans and provide detailed recommendation
- Prepare Loan Documents
- Review and provide feedback to clients for Online Loan Requests
- Provide feedback within 24 hours for all loan requests
- Liaise with Employers to have Salary Deductions acknowledged
- Prepare all correspondence relative to loan queries, balances, other information
2. Loan Disbursement:-
- Register Loan Applications on Disbursement register
- Prepare Loan Vouchers
- Follow-Up to ensure timely return of files
3. Data Entry & Filing :-
- Generate client account and update all client details on system
- Enter vouchers and journals on system
- Prepare Loan Files before disbursement & Label file and place in designated area
Secondary Responsibilities:
- Prepare receipts for Incoming Payments
- Data Entry – All Payments
- Perform other job-related duties and functions that may be required from time to time
Qualifications
Education
Minimum 5 CXC O'Level passes inclusive of Grade 1 or 2 in Mathematics and English A and
6 CAPE passes or an equivalent diploma or professional certificate
A first degree in a related field would be an asset
Experience
Minimum two (2) years in Financial Services Industry
Industry Experience would be an asset
Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.
We thank you for your application. However, only if you have been short-listed, you will be contacted.
Top Skills
What We Do
We are a leading financial institution in Trinidad and Tobago, providing an umbrella of specialised financial services that satisfy the diverse financial needs of existing and prospective Clients.
Our highly trained team of Financial Advisors and Team Members ensures that our Clients are guided to select the best solution for life’s circumstances, including individual and group life insurance, pensions, commercial and personal lines of general insurance, finance, trust and leasing services and retail services.
