Small Business Loan Advisor
other jobs Reading Industrial Pertemps
Added before 2 Days
- England,South East,Berkshire,Reading
- Full Time, Permanent
- £32,000 - £40,000 per annum
Job Description:
Full job descriptionSmall Business Loan Advisor
Location: Reading
Salary: £32,000–£40,000 DOE
We are looking for a Small Business Loan Advisor to support applicants through the Start-Up Loan process, helping them develop their business ideas and assess funding applications.
Key Responsibilities
*Manage applicants throughout the Start-Up Loan application process.
*Review business plans, financial forecasts and supporting documentation.
*Assess affordability, cash flow and overall business viability.
*Make funding recommendations in line with credit policies.
*Provide advice and guidance to applicants.
*Maintain accurate CRM records and work towards KPIs and targets.
*Liaise with internal teams and external stakeholders.
About You
*Strong communication skills and commercial awareness.
*Confident analysing financial information and assessing applications.
*Excellent organisation and time-management skills.
*Proficient in Microsoft Office and Excel.
*Experience using CRM systems such as Zoho or Salesforce.
*Self-motivated, target-driven and able to use initiative.
*Experience in business planning, lending, credit assessment or loan approvals is highly desirable.
*Banking, financial services or start-up advisory experience would be advantageous.
Apply directly
Location: Reading
Salary: £32,000–£40,000 DOE
We are looking for a Small Business Loan Advisor to support applicants through the Start-Up Loan process, helping them develop their business ideas and assess funding applications.
Key Responsibilities
*Manage applicants throughout the Start-Up Loan application process.
*Review business plans, financial forecasts and supporting documentation.
*Assess affordability, cash flow and overall business viability.
*Make funding recommendations in line with credit policies.
*Provide advice and guidance to applicants.
*Maintain accurate CRM records and work towards KPIs and targets.
*Liaise with internal teams and external stakeholders.
About You
*Strong communication skills and commercial awareness.
*Confident analysing financial information and assessing applications.
*Excellent organisation and time-management skills.
*Proficient in Microsoft Office and Excel.
*Experience using CRM systems such as Zoho or Salesforce.
*Self-motivated, target-driven and able to use initiative.
*Experience in business planning, lending, credit assessment or loan approvals is highly desirable.
*Banking, financial services or start-up advisory experience would be advantageous.
Apply directly
Job number 4128294
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