Loan Consultant
2025-07-24T13:36:35+00:00
Unifi Zambia
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https://unifi.credit/zm/
FULL_TIME
Eastern Province, Chama
Chama
10101
Zambia
Financial Services
Savings & Loans
2025-07-31T17:00:00+00:00
Zambia
8
Role Purpose
This role is designed for a motivated and customer-focused individual to serve as a Loan Consultant at Unifi’s Chama Branch. The Loan Consultant will be responsible for assisting clients with personal loan applications, providing accurate financial product information, and ensuring a seamless and positive customer experience. With a strong emphasis on sales, client support, and compliance, the ideal candidate will build trusted relationships with clients, identify their financial needs, and offer suitable loan solutions that align with Unifi’s standards and mission.
Responsibilities
- Will be Responsible for entering all new client’s details into the client registration system either manually or electronically.
- Receive, assist, and direct clients in a courteous, efficient, and welcoming manner projecting a positive, friendly, and professional image.
- Checking documents, informing applicants of additional requirements and documents.
- Ensure all loans are properly documented with accurate and complete information.
- Maintaining client’s right to privacy and confidentiality throughout the loan process.
- Interview applicants to collect information concerning their financial needs and give advice to customers on financial literacy
- Answering to customer questions, customer service
- Ensure conformity with credit policy
- Responsible for cash management.
- Marketing and ensuring that clients have the right information regarding the products, promotions, and other value-added services
Requirements
- Diploma in Banking & Finance, Marketing, Business Administration, or any related field
- Should be able to work within the working rules and regulations of the organization and should have excellent communication skills.
- Should be able to work in a target driven work environment and should have good problem solving and analytical skills.
- Excellent organization skills
- Ability to work independently as well as in a team,
- Ability to Multi-task
- A minimum of 1-2 years of experience in a sales role
- Applicant should be a good motivator with commendable interpersonal skills.
Will be Responsible for entering all new client’s details into the client registration system either manually or electronically. Receive, assist, and direct clients in a courteous, efficient, and welcoming manner projecting a positive, friendly, and professional image. Checking documents, informing applicants of additional requirements and documents. Ensure all loans are properly documented with accurate and complete information. Maintaining client’s right to privacy and confidentiality throughout the loan process. Interview applicants to collect information concerning their financial needs and give advice to customers on financial literacy Answering to customer questions, customer service Ensure conformity with credit policy Responsible for cash management. Marketing and ensuring that clients have the right information regarding the products, promotions, and other value-added services
Diploma in Banking & Finance, Marketing, Business Administration, or any related field Should be able to work within the working rules and regulations of the organization and should have excellent communication skills. Should be able to work in a target driven work environment and should have good problem solving and analytical skills. Excellent organization skills Ability to work independently as well as in a team, Ability to Multi-task A minimum of 1-2 years of experience in a sales role Applicant should be a good motivator with commendable interpersonal skills.
JOB-688236e3ade75
Vacancy title:
Loan Consultant
[Type: FULL_TIME, Industry: Financial Services, Category: Savings & Loans]
Jobs at:
Unifi Zambia
Deadline of this Job:
Thursday, July 31 2025
Duty Station:
Eastern Province, Chama | Chama | Zambia
Summary
Date Posted: Thursday, July 24 2025, Base Salary: Not Disclosed
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JOB DETAILS:
Role Purpose
This role is designed for a motivated and customer-focused individual to serve as a Loan Consultant at Unifi’s Chama Branch. The Loan Consultant will be responsible for assisting clients with personal loan applications, providing accurate financial product information, and ensuring a seamless and positive customer experience. With a strong emphasis on sales, client support, and compliance, the ideal candidate will build trusted relationships with clients, identify their financial needs, and offer suitable loan solutions that align with Unifi’s standards and mission.
Responsibilities
- Will be Responsible for entering all new client’s details into the client registration system either manually or electronically.
- Receive, assist, and direct clients in a courteous, efficient, and welcoming manner projecting a positive, friendly, and professional image.
- Checking documents, informing applicants of additional requirements and documents.
- Ensure all loans are properly documented with accurate and complete information.
- Maintaining client’s right to privacy and confidentiality throughout the loan process.
- Interview applicants to collect information concerning their financial needs and give advice to customers on financial literacy
- Answering to customer questions, customer service
- Ensure conformity with credit policy
- Responsible for cash management.
- Marketing and ensuring that clients have the right information regarding the products, promotions, and other value-added services
Requirements
- Diploma in Banking & Finance, Marketing, Business Administration, or any related field
- Should be able to work within the working rules and regulations of the organization and should have excellent communication skills.
- Should be able to work in a target driven work environment and should have good problem solving and analytical skills.
- Excellent organization skills
- Ability to work independently as well as in a team,
- Ability to Multi-task
- A minimum of 1-2 years of experience in a sales role
- Applicant should be a good motivator with commendable interpersonal skills.
Work Hours: 8
Experience in Months: 12
Level of Education: associate degree
Job application procedure
Interested and qualified? Click here to apply
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