Service Loan Advisor (Solar)

Company : Ooba

Job Description - Service Loan Advisor (Solar)

Description
The purpose of the Service Loan Advisor (Solar) is a client facing sales person who receives leads from solar providers. They then contact the buyers to use our services, submits the application to our bank/lenders and engages with the bank/lender to get the loan approved.

Required skills & competencies:

Mix of financial expertise and strong communication skills

Financial analysis

Risk assessment

Loan underwriting advantageous

Ability to build and maintain client relationships.

Effective communication, both written and verbal, is essential for explaining complex financial information and negotiating loan term

Responsibilities

Consistent achievement of reasonable targets, as set by management from time to time
To complete and submit loan applications and relevant forms accurately and timorously
Establish, maintain and enhance relationships with the bank Liaison
Establish, maintain and enhance relationships with the Solar provider
Establish, maintain and enhance relationship with Key Account Manager
Promote and maintain the good standing and credibility of the company at all times
Remain abreast of changes in lending criteria as they change from time to time
Prepare and submit within stated time periods accurate monthly sales reports in the prescribed format

Qualifications

Minimum academic qualification - Grade 12
Computer literate
Minimum industry experience
Sales experience
Asset finance experience advantageous
Solar industry knowledge advantageous

Critical Competencies:

Accuracy
Devotion to quality
Negotiating
Performing under pressure
Results - oriented
Client focused
Persuasiveness

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Service Loan Advisor (Solar)

Job Description - Service Loan Advisor (Solar)

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