Associate - Loan Specialist

Key Responsibilities

• Student Engagement :  Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms.
• Application Facilitation :  Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy.
• File Management :  Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS.
• Ongoing Support :  Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates.
• Issue Resolution :  Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal.
• Record Keeping :  Maintain meticulous, up-to-date records in the LMS and contribute to daily / weekly reports.

Qualifications

Skills Required

Word, Excel, Crm, Lms, Record Keeping