Lending Solutions Advisor - Remote

Overview

The Lending Solutions Advisor role at Beyond Bank involves providing exceptional customer service and managing loan applications within a call centre environment, focusing on building relationships with customers.

In Short

• Identify sales opportunities in a call centre.
• Manage mortgage, car, and personal loan applications.
• Conduct needs-based conversations with customers.
• Engage in retention activities for existing borrowers.
• Provide sound advice on lending inquiries.
• Deepen customer relationships across banking products.
• Work in a supportive team environment.
• Flexibility in working hours required.
• Performance-driven and customer-focused.
• Experience in secured and unsecured lending is essential.

Requirements

• Outstanding customer service record.
• Ability to manage outbound customer contacts.
• Experience in home and personal loan management.
• Strong relationship management skills.
• Effective time management and planning abilities.
• Team player with autonomous customer relationship management.
• Understanding of profit and loss statements (desirable).
• Positive attitude and problem-solving skills.
• Results-driven approach.
• Willingness to work extended hours as needed.

Benefits

• Three additional paid work-life balance days.
• Paid community volunteer days.
• Employee discounts and wellness initiatives.
• Flexible working environment.
• Career development opportunities.