Business Advisor

Jobtailor; Sheffield; On-site; GBP 28,000 - 42,000; Full time

Job summary

Jobtailor in the United Kingdom is seeking a detail‑oriented professional to review loan applications, assess risk, and approve decisions in line with policy guidelines.

You will provide constructive feedback, support colleagues through coaching, and help improve the end-to-end customer journey while maintaining a compliant, customer‑focused service.

This role requires strong analytical skills, clear communication, and the ability to balance priorities in a collaborative team.

Qualifications

• Experience delivering customer service.
• Experience working towards agreed outcomes.
• Experience contributing to improvements.
• Strong analytical mindset.
• Ability to break down complex problems and find practical solutions.
• Clear written and verbal communication.
• Ability to manage competing priorities.
• Ability to work independently and collaboratively.
• Provide constructive feedback and adapt approach when circumstances change.
• Knowledge of KYC and AML procedures, Start Up Loans credit policies, or loan underwriting would be beneficial.
• Comfortable using Microsoft Word and Excel.

Responsibilities

• Review loan applications and complete approvals in line with scheme rules, credit requirements, and risk and compliance procedures.
• Provide clear feedback on applications.
• Help colleagues resolve queries.
• Ensure decisions are supported by accurate and relevant information.
• Work with the Delivery Manager to oversee team queues and balance caseloads.
• Contribute to monthly targets through application reviews.
• Support colleagues through one-to-one coaching, peer learning, and sharing good practice.
• Identify pain points and improve processes and the end-to-end customer journey.
• Support a positive customer experience and contribute to an inclusive, customer-focused team.

Skills

Analytical mindset

Clear communication

Problem-solving

Coaching and mentoring

Collaboration

Adaptability

Tools

MS Word

MS Excel

Job description

• Review loan applications and complete approvals in line with scheme rules, credit requirements, and risk and compliance procedures
• Provide clear feedback on applications
• Help colleagues resolve queries
• Ensure decisions are supported by accurate and relevant information
• Work with the Delivery Manager to oversee team queues and balance caseloads
• Contribute to monthly targets through application reviews
• Support colleagues through one-to-one coaching, peer learning, and sharing good practice
• Identify pain points and improve processes and the end-to-end customer journey
• Support a positive customer experience and contribute to an inclusive, customer-focused team

Requirements

• Experience delivering customer service
• Experience working towards agreed outcomes
• Experience contributing to improvements
• Strong analytical mindset
• Proven ability to break down complex problems and find practical solutions
• Clear written and verbal communication
• Ability to make considered decisions and manage competing priorities
• Ability to work independently and collaboratively
• Ability to provide constructive feedback and adapt approach when circumstances change
• Knowledge of KYC and AML procedures, Start Up Loans credit policies, or loan underwriting would be beneficial
• Comfortable using Microsoft Word and Excel

Core Competencies

Demonstrates strong analytical skills and the ability to make informed decisions while managing competing priorities. Proficient in providing constructive feedback and improving processes to enhance the customer experience.

Highest-signal resume keywords

• Customer Service Experience
• Analytical Mindset
• KYC and AML Knowledge
• Loan Underwriting Experience
• Microsoft Word and Excel Proficiency

ATS Optimization Keywords

Hard Skills

• Loan Application Review
• Credit Requirements Understanding
• Risk and Compliance Procedures
• Decision-Making
• Process Improvement

Soft Skills

• Clear Communication
• Problem-Solving
• Coaching and Mentoring
• Collaboration
• Adaptability

Industry Keywords

• Start Up Loans
• Credit Policies
• Customer Journey
• Application Approvals
• Team Management