Banking Loan Advisor · Chennai

WeMakeScholars is seeking an enthusiastic Banking Loan Advisor in Chennai to guide students and families through education loan planning and processing.

Key Responsibilities

• Advise prospective students and parents on education loan options across partner banks and NBFCs.
• Assess applicant eligibility based on target courses, universities, collateral, and co-applicant financials.
• Guide applicants through mandatory loan documentation, verification, and compliance requirements.
• Liaise directly with bank officials and branch managers to accelerate file sanction and disbursement.
• Address customer queries regarding interest rates, repayment tenure, and collateral norms.
• Track loan applications systematically from initial lead qualification to final fund disbursement.
• Review submitted financial statements and KYC records to ensure zero discrepancies prior to bank submission.
• Maintain accurate lead interaction logs and status updates within the company CRM.
• Follow up proactively with applicants to collect pending documents and resolve lender queries.
• Analyze lender credit policies to recommend the most competitive financing solutions to clients.
• Collaborate with internal processing teams to meet monthly customer satisfaction and conversion targets.