The Role
Source and convert leads for loan and credit products, meet disbursement targets, assess applicants financial status, manage documentation and loan agreements, monitor repayments, ensure high-quality customer service and retention.
Summary Generated by Built In
1. Deploy conventional and creative ways to source for right Clients for existing products according to the target market.
2. Generate leads and convert to sales within the shortest possible time and maintain good conversion ratio.
3. Ensure agreed loan disbursements targets are met
4. Review loan requests and assess client’s financial status.
5. Explain the different types of loan and credit options available and terms of the services to customers.
6. Obtain and compile copies of loan applicants’ credit history, corporate financial statements and other financial information while ensuring proper documentation
7. Maintain records of loan application
8. Review loan agreements to ensure they are complete and accurate according to policy.
9. Monitor existing loan of clients: follow up with customers to ensure they meet their repayment obligations promptly
10. Customer Service: ensure customers receive high quality service before, during and after service delivery.
11. TurnAround Time: follow through to ensure all requests, applications and customers’ queries are processed/dealt with in record time.
12. Maintain 95% retention rate of existing customers
3. Ensure agreed loan disbursements targets are met
4. Review loan requests and assess client’s financial status.
5. Explain the different types of loan and credit options available and terms of the services to customers.
6. Obtain and compile copies of loan applicants’ credit history, corporate financial statements and other financial information while ensuring proper documentation
7. Maintain records of loan application
8. Review loan agreements to ensure they are complete and accurate according to policy.
9. Monitor existing loan of clients: follow up with customers to ensure they meet their repayment obligations promptly
10. Customer Service: ensure customers receive high quality service before, during and after service delivery.
11. TurnAround Time: follow through to ensure all requests, applications and customers’ queries are processed/dealt with in record time.
12. Maintain 95% retention rate of existing customers
Requirements
1. 3 - 5 years’ verifiable experience in business development/sales/marketing roles
2. Hands on experience with lending procedures and products
3. Ability to create and interpret financial spreadsheets
4. Good use of Microsoft office tools
5. Experience in Credit sales/Public Sector (IPPIS) loan/Insurance Product is an added advantage
Benefits
HMO Benefits
Other Statutory Benefits
Skills Required
- 3-5 years verifiable experience in business development/sales/marketing roles
- Hands on experience with lending procedures and products
- Ability to create and interpret financial spreadsheets
- Good use of Microsoft Office tools
- Experience in Credit sales/Public Sector (IPPIS) loan/Insurance Product
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The Company
What We Do
Casafina Development Company is a privately held, Africa-originated, and globally focused alternative asset management firm that creates innovative financing structures and real estate solutions for investors, homeowners, and businesses across Nigeria. The company aims to empower people to reach their full potential by providing affordable finance and wealth creation opportunities, specializing in luxury residences and high-yield commercial investments to ensure significant value and returns for its investors.








