- Review loan applications and complete approvals in line with scheme rules, credit requirements, and risk and compliance procedures
- Provide clear feedback on applications
- Help colleagues resolve queries
- Ensure decisions are supported by accurate and relevant information
- Work with the Delivery Manager to oversee team queues and balance caseloads
- Contribute to monthly targets through application reviews
- Support colleagues through one-to-one coaching, peer learning, and sharing good practice
- Identify pain points and improve processes and the end-to-end customer journey
- Support a positive customer experience and contribute to an inclusive, customer-focused team
Requirements
- Experience delivering customer service
- Experience working towards agreed outcomes
- Experience contributing to improvements
- Strong analytical mindset
- Proven ability to break down complex problems and find practical solutions
- Clear written and verbal communication
- Ability to make considered decisions and manage competing priorities
- Ability to work independently and collaboratively
- Ability to provide constructive feedback and adapt approach when circumstances change
- Knowledge of KYC and AML procedures, Start Up Loans credit policies, or loan underwriting would be beneficial
- Comfortable using Microsoft Word and Excel
Core Competencies
Demonstrates strong analytical skills and the ability to make informed decisions while managing competing priorities. Proficient in providing constructive feedback and improving processes to enhance the customer experience.
Highest-signal resume keywords
- Customer Service Experience
- Analytical Mindset
- KYC and AML Knowledge
- Loan Underwriting Experience
- Microsoft Word and Excel Proficiency
ATS Optimization Keywords
Hard Skills
- Loan Application Review
- Credit Requirements Understanding
- Risk and Compliance Procedures
- Decision-Making
- Process Improvement
Soft Skills
- Clear Communication
- Problem-Solving
- Coaching and Mentoring
- Collaboration
- Adaptability
Industry Keywords
- Start Up Loans
- Credit Policies
- Customer Journey
- Application Approvals
- Team Management
#J-18808-Ljbffr
Business Advisor in Sheffield employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
