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- Tasks: Manage customer enquiries, handle loans, and independently manage your workload.
- Company: Join a not-for-profit financial institution dedicated to giving back to the community.
- Benefits: Enjoy a competitive salary, pension contributions, enhanced maternity pay, and flexible working hours.
- Why this job: Kickstart your finance career with excellent progression opportunities in a supportive environment.
- Qualifications: Customer service experience is essential; IT skills and a friendly personality are a must.
- Other info: Applications are reviewed on a rolling basis, so apply now to secure your chance!
Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.
Location: Glasgow city centre, hybrid
Type: Permanent
Hours: Full Time 36 hours per week, Monday – Thursday 8.30 – 16.00 & Friday 9.00 – 3pm
Salary: £25,121.49 + 6% employer’s pension + enhanced maternity pay + 1 hour paid lunch + overtime opportunities
This is an excellent opportunity for a motivated and driven candidate to join a rapidly growing finance organisation and build their career. Our client is a not-for-profit financial institution, whose goal is to give back to people with a common bond. Established for over 30 years, they are still growing and are now looking for a new Loans Officer.
They’re looking for a confident individual with good interpersonal skills and IT skills to join the loans team as a part time loans officer. There are excellent progression opportunities here as the organisation has clear progression paths across multiple departments fuelled by their rapid growth.
The ideal candidate would be someone with office-based customer service experience who is looking to specialise and get a foot in the door within the finance industry.
The role includes:
- Managing customer email enquiries
- Speaking with customers via telephone
- Handling loan enquiries
- Underwriting loans
- Independently managing own workload
Essential:
- Customer service experience (min 1 year)
- Good written & verbal communication skills
- IT literate
- Personable & friendly
Desirable:
- Underwriting experience
- Finance/banking sector experience
- Sales experience
- Not-for-profit experience
If you think you could be the right fit for this role, please submit your application now. Applications will be reviewed as they arrive, so don’t delay applying.
The services of CU Recruitment Ltd are those of an Employment Agency. CU Recruitment Ltd regrets to inform you that our client can only accept applications from candidates who have a valid legal permit or right to work in the United Kingdom. Potential candidates who do not have this right or permit, or are pending an application to obtain this right or permit should not apply.
Loans Officer employer: CU Recruitment Ltd
Contact Detail:
CU Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Loans Officer
✨Tip Number 1
Familiarise yourself with the not-for-profit sector. Understanding the values and mission of such organisations can help you connect better during interviews and show that you're genuinely interested in their goals.
✨Tip Number 2
Brush up on your customer service skills. Since the role involves managing customer enquiries, practice active listening and effective communication techniques to demonstrate your ability to handle customer interactions smoothly.
✨Tip Number 3
Gain a basic understanding of loan underwriting processes. Even if you don't have direct experience, researching how loans are assessed and what factors are considered can give you an edge in discussions during the interview.
✨Tip Number 4
Network with professionals in the finance industry. Attend local events or join online forums to meet people who work in similar roles. This can provide insights into the job and potentially lead to referrals.
We think you need these skills to ace Loans Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your customer service experience and any relevant skills that align with the Loans Officer role. Emphasise your interpersonal skills and IT literacy, as these are essential for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this not-for-profit financial institution. Mention your interest in the finance industry and how your previous experiences make you a suitable candidate for the role.
Highlight Relevant Experience: In your application, specifically mention any experience you have in underwriting loans or working in the finance/banking sector. If you have sales experience or have worked in a not-for-profit environment, be sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A well-written application reflects your attention to detail and professionalism, which is crucial for a role that involves communication with customers.
How to prepare for a job interview at CU Recruitment Ltd
✨Showcase Your Customer Service Skills
Since the role requires a minimum of one year of customer service experience, be prepared to discuss specific examples from your past roles. Highlight how you handled challenging situations and maintained a positive relationship with customers.
✨Demonstrate Your IT Proficiency
As the position involves managing customer enquiries via email and phone, it's crucial to show your comfort with technology. Be ready to talk about the software and tools you've used in previous jobs, especially any relevant to finance or customer management.
✨Prepare for Underwriting Questions
Even if you don't have direct underwriting experience, research the basics of the process. Understanding how loans are assessed will show your initiative and eagerness to learn, which is highly valued in this role.
✨Exude Confidence and Friendliness
The ideal candidate is described as personable and friendly. Practice your communication skills to ensure you come across as confident yet approachable during the interview. A warm smile and positive attitude can make a significant difference.
