Loan Consultant

Role Purpose Discover more

Jobs

Credit & Lending

credit

Customer Services

Consultant

This role is central to supporting Unifi’s customer-focused operations at Solwezi Branch. The Loan Consultant will be the first point of contact for clients, handling onboarding, guiding them through the loan process, and ensuring all documentation is accurate and complete. The ideal candidate will be organized, customer-oriented, and comfortable working in a fast-paced, target-driven environment. A proactive approach to marketing, sales, and financial literacy support will be key to success in this role.

Responsibilities Discover more

Loans

financial

Geographic Reference

• Enter all new client details into the client registration system (manually or electronically)
• Receive, assist, and direct clients in a courteous and professional manner
• Check client documents and inform applicants of any additional requirements
• Ensure all loans are accurately and completely documented
• Maintain client privacy and confidentiality throughout the loan process
• Interview applicants to assess financial needs and provide financial literacy advice
• Respond to customer inquiries and provide excellent customer service
• Ensure all activities conform to the company’s credit policy
• Manage cash transactions and maintain accurate records
• Conduct marketing and sales activities to promote loan products
• Ensure clients receive correct information about products, promotions, and value-added services

Requirements

• Diploma in Banking & Finance, Marketing, Business Administration, or related field
• Knowledge of and ability to work within organizational rules and regulations
• Excellent communication and interpersonal skills
• Ability to work in a target-driven environment
• Strong problem-solving and analytical skills
• Excellent organizational and multitasking abilities
• Ability to work independently and as part of a team
• Strong motivational skills and a positive, customer-oriented attitude