Lending Advisor | Collins McNicholas

Lending Advisor

  • Reference: LK224444
  • Job Type: Permanent
  • Location: Clare, Limerick
  • Category: Banking & Finance

Lending Advisor

Are you looking for an opportunity to join a dynamic, global financial services company?

Our client, a leading Financial Services Company in Shannon, Co. Clare are now looking for a Lending Advisor

This is a fantastic opportunity for a Lending Advisor who is wishing to pursue a career in Financial Services with a keen interest in negotiation

This role would ideally suit someone who is commercially driven, with strong persuasive skills who has previous experience within a Financial Services Firm

Key Responsibilities

  • Maximising financial return for key clients through implementation of strategies as directed by the Portfolio Manager
  • Engaging with lenders through seeking and assessing financial information and developing strategies for each case
  • Negotiating deals with lenders
  • Implementing regular account actions in conjunction with various work streams
  • Credit Management – Ensuring correspondence issued to customers is in line with mandates and acceptance of terms
  • Ensuring online collection of set re-payments and managing account performance
  • Weekly and monthly reporting
  • Achieving key targets in terms of volume and efficiency
  • Building and maintaining successful relationships with internal and external stakeholders

Requirements

  • APA Qualified with a view to completing QFA qualification
  • Experience working in a Financial Services environment
  • Third Level Degree
  • Qualified Financial Advisor(Desirable)
  • Proficient in all Microsoft Office suites
  • Ability to work as part of a team but also on own initiative
  • Client Service Excellence
  • Excellent communication and interpersonal skills

 


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Chloe Sheehan

Contact Consultant

  • Chloe Sheehan
  • Recruitment Consultant
  • 061 512271
  • Connect with Chloe

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