Loan Marketer

Responsibilities:

Client Acquisition and Relationship Management:

• Identify and approach potential clients through various marketing strategies, including field visits, cold calls, and networking.
• Build and maintain strong relationships with clients to encourage repeat business and referrals.
• Assess client needs and recommend suitable loan products.

Marketing and Promotion:

• Develop and execute marketing strategies to promote loan products effectively.
• Organize promotional events, campaigns, and workshops to generate leads.
• Collaborate with the marketing team to design advertising materials and digital campaigns.

Loan Application Processing:

• Assist clients in completing loan applications and ensure all required documentation is provided
• Explain loan terms, interest rates, and repayment plans clearly to clients.
• Coordinate with the credit and underwriting teams to ensure timely loan processing.

Market Research and Analysis:

• Conduct market research to identify opportunities and stay updated on competitors’ activities.
• Provide feedback to management about customer preferences and market trends.

Compliance and Reporting:

• Ensure adherence to company policies, regulatory requirements, and ethical standards.
• Maintain accurate records of client interactions and loan applications.
• Prepare regular reports on marketing activities and performance metrics.

Requirements:

• Bachelor’s degree in Business, Marketing, Finance, or a related field.
• Proven experience in sales or marketing, preferably in financial services.
• Familiarity with local financial regulations and compliance standards.
• Strong sales and negotiation skills.
• Excellent communication and interpersonal abilities.
• Knowledge of financial products and lending processes.
• Ability to analyze financial statements and assess creditworthiness.
• Self-motivated, goal-oriented, and able to work under minimal supervision.
• Proficiency in using CRM software and basic office applications.