Loans Officer Tier 1

Summary

Join SAVii, a company revolutionizing employee wellness by providing 360° salary-linked wellness services. We are expanding and seeking passionate individuals to join our remote-first team. We offer a flexible work environment prioritizing work-life harmony and valuing diverse perspectives. Your work will directly impact employees' lives through financial wellness. We encourage personal and professional growth and offer flexible benefits to support your work and personal life. Be part of a company that values diversity and inclusion and is committed to making a meaningful impact.

Requirements

• Excellent communication skills in both verbal and written English
• Must be confident and comfortable in receiving inbound and making outbound calls and in responding to emails
• Must be highly detail-oriented with the ability to focus on specific information and to identify issues and errors
• Ability to work in a high-volume, fast-paced environment
• Must be willing to work on shifting schedule
• With reliable wired/wireless internet connection with minimum of 10MBPS

Responsibilities

• To approve loans within specified limits and refer loan applications outside those limits to management for approval
• To obtain information for loan applications and to answer questions about the process
• To explain to customers (1) the different types of loans and credit options that are available and (2) the terms of those services
• To obtain and compile copies of loan applicants’ credit histories, corporate financial statements, and other financial information
• To review and update credit and loan files
• To review loan agreements to ensure that they are complete and accurate according to policy
• Review documents, do ID verification - process of RKYC review (policy is met & processed within quality standards)
• To stay abreast of new types of loans and other financial services and products in order to better meet customers’ needs
• Be responsible for answering inquiries of borrowers via phone call, chat, email, or any other communication tools
• Perform additional tasks assigned by the immediate manager or Department Head as required to meet the business needs

Benefits

• Flexible benefits designed to support you in both your work and personal life
• Remote work
• Flexible hours