loans officer

Pegasus Mortgage Lending Center Inc.

Pegasus Mortgages Lending Center is a boutique multi-national mortgage brokerage with offices in Toronto, Canada, and Miami, USA. We work with a variety of banks, professional associations, alternative and private lenders. We are looking for a visionary, driven self-starter to be our Homes Loans Officer. Reporting directly to our Team Lead Sales and Development along with our Operations Director, you will be responsible to develop a premiere sales culture, and manage our client base.Major Responsibilities:<ul><li>Play a key role in advising clients of high-level mortgage and investments solutions from a range of available mortgage and investment solutions</li><li>By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships</li><li>Increase customer financial confidence by providing personalized mortgage and investment advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy</li><li>Act as a point of contact for the frontline staff and sales agents in handling client concerns and mortgage transactions</li><li>Maintain professional space in common areas as per marketing and regulatory guidelines</li><li>Work closely with existing and prospective clients to provide financial review of their mortgage products, discuss portfolio updates and suggest additional personalized solutions based on their financial goals</li><li>Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization</li><li>Strive to achieve and improve service level agreements and productivity targets</li><li>Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions</li><li>Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently</li></ul>Required Experience:<ul><li>Bachelor's degree in Finance or related field</li><li>A minimum of 4-5 years of experience in a Sales, Sales Operations, Go-To-Market or Marketing role.</li><li>Experience with strategic planning and the ability to execute strategic initiatives.</li><li>Working knowledge of various CRM&rsquo;s and Project/Task management system.</li><li>Any high-quality training or certification will help stand out from the competition</li><li>Sales Acumen: Strong understanding of customer and market dynamics and requirements.</li><li>Results-orientated and able to work independently.</li><li>Excellent verbal and written communication skills, with a strong customer-focus orientation - demonstrates a vocal and confident style; shares thoughts and opinions and presents ideas with conviction and courage and has a passion for sales excellence</li><li>Sales Experience in Financial/Banking/Mortgage products would be preferred</li><li>Ability to work both independently and in a team setting; flexible, adaptable, and thrives in a fast-paced, changing environment.</li></ul>Other Requirement:<ul><li>A desktop workstation based on our specifications with 2 hours battery backup</li><li>A headset microphones</li><li>Internet with backup power</li><li>Electricity backup (Ups/Generator/Others)</li><li>Dedicated area/separate room for work</li></ul>Salary:<ul><li>Final Salary to be determined based on experience, certifications, and qualifications</li></ul>Job Type: Full-timePay: &#8377;500,000.00 - &#8377;1,200,000.00 per year

Home Loans Officer

Auto List

AAR Financial, a leading Canadian lending company, is expanding its operations in India and is now hiring experienced Loan Officers for our India branch. This role is focused on supporting and servicing our Canadian customers.Key Responsibilities<ul><li>Evaluate, process, and recommend approval of personal and home equity loans for Canadian clients.</li><li>Advise customers on financial status, loan products, and repayment methods.</li><li>Manage all aspects of loan application processing (data entry, document verification, communication with clients).</li><li>Maintain accurate records, ensure compliance with Canadian lending standards, and provide top-notch customer service.</li><li>Work closely with the Canadian team to fulfill customer needs and ensure seamless cross-border loan servicing.</li></ul>Requirements<ul><li>Minimum 1-2 years of experience as a loan officer in financial services or banking, preferably with international or Canadian lending exposure.</li><li>Strong knowledge of loan origination, documentation, and KYC requirements.</li><li>Excellent verbal and written communication skills in English.</li><li>Ability to work remotely or from our India branch office, following Canadian business hours (Central or Eastern time zones).</li><li>High attention to detail, ability to manage multiple files, and meet deadlines.</li></ul>What We Offer<ul><li>Competitive salary package and benefits.</li><li>Opportunity for career growth in an international work environment.</li><li>Full-time, remote or on-site positions available.</li><li>Training on Canadian loan processes and compliance.&#8203;</li></ul>How to ApplySubmit your updated resume and a cover letter outlining your relevant loan or financial services experience. Applications will be accepted by email at prabhjot@autolistofcanada.comJoin AAR Financial and be a part of an international team helping clients achieve their financial goals!Job Type: Full-timePay: &#8377;30,000.00 - &#8377;40,000.00 per month

loans officer-night shift

First Solution Management Services

Job description:Sales Executive &ndash; Credit Cards | Personal Loans | Auto LoansLocation: Dubai, UAE Salary: AED 4,000 &ndash; AED 6,000 per month (plus performance incentives) Employment Type: Permanent | Full-timeJob Summary:The Sales Officer is responsible for promoting and selling the bank&rsquo;s range of financial products and services to existing and potential customers. The role focuses on achieving sales targets, developing client relationships, and ensuring customer satisfaction while adhering to banking regulations and company policies.Key Responsibilities:1. Sales and Business Development&middot; Promote and sell banking products such as savings and current accounts, fixed deposits, loans (personal, auto, home), credit cards, insurance, and investment products.&middot; Identify and approach potential customers through field visits, referrals, cold calls, and networking.&middot; Meet or exceed assigned monthly and quarterly sales targets.&middot; Conduct market research to identify new sales opportunities and customer needs.2. Customer Relationship Management&middot; Build and maintain long-term relationships with customers to encourage repeat business.&middot; Provide personalized banking advice and solutions based on customer financial needs.&middot; Ensure high levels of customer satisfaction through professional and responsive serviceKey Skills and Competencies:&middot; Strong sales and negotiation skills&middot; Excellent communication and interpersonal abilities&middot; Customer service orientation&middot; Goal-driven and self-motivated&middot; Good understanding of banking products, financial markets, and customer needs&middot; Basic computer literacy (MS Office, CRM tools)Key Performance Indicators (KPIs):&middot; Achievement of monthly and quarterly sales targets&middot; Number of new accounts or loans sourced&middot; Customer satisfaction and retention rate&middot; Quality and compliance of applications submittedQualifications and Experience:&middot; Bachelor&rsquo;s degree in Business Administration, Finance, Marketing, or a related field&middot; 1&ndash;3 years of experience in sales (preferably in banking, insurance, or financial services)&middot; Knowledge of local market trends and customer behaviorJob Type: PermanentPay: AED4,000.00 - AED6,000.00 per month

Sales Executive – Credit Cards | Personal Loans | Auto Loans

Ation Thynkk Internet Private Limited

We are looking for a proactive and target-driven Relationship Officer to join our Business Loans division. The ideal candidate will be responsible for sourcing potential clients, understanding their financial needs, and guiding them through the loan process while ensuring high levels of customer satisfaction and compliance.Experience Required: 0.6 to 2 yearsPayroll: DirectImmediate Joiners preferredKey Responsibilities<ul><li>Source and acquire new customers for business loans through field visits, referrals, networking, and cold calling.</li><li>Identify and understand the financial requirements of SMEs, traders, manufacturers, and small business owners.</li><li>Present and explain business loan products, eligibility criteria, documentation requirements, interest rates, and repayment terms to clients.</li><li>Assist clients in collecting and submitting necessary documents such as KYC, financial statements, business proof, and others.</li><li>Coordinate with credit and operations teams to ensure smooth loan processing and follow up until disbursement.</li><li>Conduct preliminary financial assessments to evaluate customer eligibility.</li><li>Build and maintain long-term relationships with existing clients for repeat business opportunities.</li><li>Achieve monthly sales targets and contribute to overall branch growth.</li><li>Ensure a professional and customer-centric approach while handling client queries.</li><li>Adhere to organizational policies, compliance norms, and RBI guidelines.</li></ul>Qualifications &amp; Skills<ul><li>Bachelor&rsquo;s degree in Commerce, Finance, Business Administration, or related discipline.</li><li>Strong communication, presentation, and interpersonal skills.</li><li>Sales-driven mindset with the ability to achieve and exceed targets.</li><li>Basic understanding of financial documents such as bank statements, ITR, GST, P&amp;L, etc.</li><li>Excellent negotiation and relationship-building abilities.</li><li>Willingness to travel regularly for client meetings and field activities.</li></ul>Job Type: Full-timePay: &#8377;9,756.46 - &#8377;30,135.99 per monthWork Location: In person

Client Relationship Executive

First Abu Dhabi Bank

Job Title Customer Retention and Loan Processing Officer Dubai, UAE Job Description Customer Retention and Loan Processing Officer Dubai, UAE Role Summary First Abu Dhabi Bank (FAB) is seeking a dedicated Customer Retention and Loan Processing Officer to manage loan documentation, customer interactions, and application processing. This Dubai-based role involves supporting loan settlements, conducting document verification, submitting applications, and enhancing customer retention through effective engagement and service delivery. Job Details Location: United Arab Emirates Location: Dubai Industry: Banking / Mortgage Professionals Function: Customer Service Gender: Any Candidate Nationality: Any Candidate Preferred Location: Any Job Type: Full-time What You ll Do * Collect, verify, and process customer documents with precision and compliance * Review originals, validate authenticity, and apply required certifications * Manage DD settlements for competitor acquisitions and input applications into CAS and LMS * Explain loan features and approvals to customers, including interest, bullet loans, and terms * Upload documents into the Document Management System (DMS) and log case progress into MIS * Provide daily, weekly, and monthly status reports to management * Coordinate with internal teams to ensure timely case disbursement * Identify retention opportunities and escalate concerns or competitor insights * Ensure safe custody of originals and flag any unethical behavior to management * Assist customers at branch or retention center, guiding them in filling forms and understanding offerings * Comply with all policies and maintain service quality standards * Support other team members when needed and provide administrative assistance Ideal Profile * Bachelor s degree required * 1 2 years of experience in banking or similar financial services role * Proficient in UAE banking systems, document compliance, and product features * Excellent negotiation and customer service skills * Able to perform basic financial screening and client profiling * Collaborative, organized, and attentive to operational detail * Strong interpersonal and reporting capabilities * Knowledge of campaign handling, loan structures, and digital banking tools

Customer Retention and Loan Processing Officer

Confidential Company

Sales Strategy & Business DevelopmentIntroduce innovative sales models to expand market penetration. Monitor competitor activities and adjust strategies to maintain a competitive edge. Develop and implement monthly, quarterly, and annual sales plans for CC & PL. Set sales targets for the team and monitor progress against KPIs. Identify potential customer segments and explore new business opportunities. Collaborate with marketing to design campaigns that generate qualified leads. Conduct competitor analysis and recommend strategies for market positioning.Team Leadership & Management Manage the existing team and recruit, train, and develop a high-performing sales team (targeted team strength to be 300+ employees) Lead, mentor, and motivate a large sales force including regional/area managers, team leaders, and frontline sales executives. Design and implement training programs to enhance product knowledge, selling skills, and compliance awareness. Build a strong performance-driven culture with clear KPIs and incentive structures. Manage succession planning and reduce sales staff attrition through engagement and career development.Customer Acquisition & Relationship Management Drive lead generation activities including branch walk-ins, digital channels, referrals, and partnerships.Oversee the sales process from prospecting to loan disbursement. Maintain relationships with high-value customers and institutional partners. Ensure prompt resolution of customer queries and complaints.Portfolio & Credit Quality Management Ensure all applications meet company credit policies and regulatory requirements. Review all files for accuracy and completeness before submission to credit teams. Maintain acceptable portfolio quality by implementing proactive risk controls. Track and report product disbursement volumes vs. target achievement.Compliance & GovernanceEnsure 100% compliance with internal policies, audit requirements, and central bank regulations.Train the sales team on KYC, and responsible lending practices. Maintain accurate documentation and timely submission of MIS reports. Implement ethical selling practices with no misrepresentation of loan terms.Reporting & Performance Tracking Prepare and submit daily, weekly, and monthly sales performance reports. Track productivity per sales officer, conversion ratios, and lead-to-loan cycles. Present sales performance and portfolio health updates to senior management. Recommend process improvements and new initiatives for efficiency.<h2></h2><h2>Key Performance Indicators (KPIs)</h2>Achievement of overall sales targets (disbursement volumes & card issuance). Market share growth in personal loans and credit cards. Portfolio quality (delinquency levels, NPA ratios). Sales productivity per employee / per channel. Customer satisfaction and complaint resolution metrics. Compliance audit scores and zero tolerance on mis-selling.Strategic sales planning & execution Leadership & team development Customer & market orientation Risk awareness & compliance discipline Strong communication & influencing skills Data-driven decision making

Head Of Sales- Credit card & Personal Loan

Fincap Solutions

The Home Loan Executive is responsible for sourcing, acquiring, and servicing customers seeking home loans. The role involves building strong customer relationships, generating leads through multiple channels, coordinating with internal teams for loan processing, and ensuring customer satisfaction while achieving assigned business targets.Key Responsibilities:<ul><li>Identify and source potential customers interested in purchasing or refinancing home loans.</li><li>Generate leads through various channels such as cold calling, references, real estate agents, builders, and marketing campaigns.</li><li>Explain home loan products, eligibility criteria, interest rates, and documentation requirements to customers.</li><li>Collect and verify customer documents and ensure timely submission for loan processing.</li><li>Coordinate with credit, operations, and legal teams to ensure smooth loan disbursal.</li><li>Achieve monthly and quarterly sales targets for loan disbursements and lead conversions.</li><li>Maintain relationships with builders, developers, and property consultants for business tie-ups.</li><li>Provide excellent customer service and ensure post-disbursement follow-ups as needed.</li><li>Stay updated on market trends, competitor products, and regulatory requirements in the housing finance sector.</li></ul>Required Skills and Competencies:<ul><li>Strong sales and negotiation skills.</li><li>Good understanding of home loan products and financial documentation.</li><li>Excellent communication and interpersonal skills.</li><li>Customer-focused with the ability to build long-term relationships.</li><li>Goal-oriented and self-motivated to achieve targets.</li></ul>Job Type: Full-timeWork Location: In person

Home Loan Executive

Search 2801+ Loans officer jobs near you this November. New roles added regularly across leading industries. Apply today.