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Loan Consultant at Swiftbux
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Competencies
Proficient in capturing, logging, and managing client information using various software tools.
Skilled in maintaining professional client communication, follow-ups, and query resolution.
Experienced in accurately logging calls, managing documentation, and maintaining organized records.
Knowledgeable in processing quotations and financial applications within client service frameworks.
Education
Languages
Summary
Motivated professional with experience in client consultation, data management, and financial application processing. Pursuing a diploma in Public Management to enhance service delivery and administrative expertise.
Key Achievements
- Assessed client financial needs and processed applications efficiently, ensuring accuracy and compliance.
- Managed client documentation and data entry using Webfin and admin systems, improving data accuracy.
- Facilitated quotations and service-related issue resolution, enhancing customer satisfaction.
- Developed strong client follow-up procedures, increasing client engagement and retention.
Experience
Loan Consultant
Consulted with clients to assess financial needs and capture application information accurately. Logged client data and managed documentation using Webfin and admin systems. Processed quotations and followed up with clients on application status and approvals. Handled client queries professionally via phone, WhatsApp, and email. Compiled daily/weekly reports and ensured all files were complete for submission. Maintained accurate records and supported stock/order administration for marketing materials