Sales and Lead Generation:
Identify potential customers through market research, referrals, and networking.
Proactively reach out to prospects to generate leads and schedule appointments.
Conduct sales presentations and effectively communicate the benefits of our loan services to potential customers.

Client Account Management:
Build and maintain strong relationships with existing clients, providing exceptional customer service.
Assist clients in understanding loan terms, repayment options, and associated financial calculations.
Ensure accurate and timely processing of loan applications, documentation, and loan disbursements.

Financial Analysis and Reporting:
Utilize your accounting knowledge to analyze client financial statements and assess their creditworthiness.
Prepare financial reports, loan amortization schedules, and projections to support the sales process.
Collaborate with the accounting team to ensure accurate recording of loan transactions and reconciliations.

Compliance and Risk Management:
Stay up-to-date with relevant financial regulations and compliance requirements.
Assist in the implementation of risk management strategies and controls for loan services.
Identify and mitigate potential risks associated with loan origination and repayment.

Collaboration and Support:
Work closely with the sales and marketing teams to align strategies and achieve sales targets.
Provide support in developing marketing materials, presentations, and sales collateral.
Collaborate with cross-functional teams to improve processes and enhance the customer experience.