Hybrid Startup Loans Customer Advisor

Pertemps Bond; Reading; Hybrid; GBP 27,000 - 33,000; Full time

Job summary

Pertemps Bond in Reading is seeking a friendly Customer Service Advisor to join a busy, supportive team. You will be the first point of contact for customers enquiring about start-up loans and business support, managing a pipeline of 300+ enquiries and guiding applicants through the start-up loan process.

The role emphasizes accurate CRM record-keeping, working with banking partners, and promoting additional services such as training, mentoring, and networking events to help customers access the

Qualifications

• Experience in customer-facing roles.
• Excellent communication and relationship-building skills.
• Familiar with CRM systems and MS Office.
• Highly organised with attention to detail.

Responsibilities

• Act as the first point of contact as a Customer Service Advisor for customer enquiries via phone and email.
• Manage a pipeline of 300+ customer enquiries and start-up loan applications.
• Explain start-up loan products, eligibility criteria and the application process.
• Guide customers through each stage of their application and supporting documentation.
• Maintain accurate customer records using CRM systems.
• Liaise with banking partners and internal teams to progress loan applications.
• Deliver exceptional customer service through regular communication and follow-up.
• Promote training courses, business events and additional support services.
• Work towards customer service KPIs and team targets.

Skills

Customer service

Communication

Attention to detail

High volume enquiries

Tools

CRM systems

Microsoft Office

Job description

Pertemps Bond in Reading is seeking a friendly Customer Service Advisor to join a busy, supportive team. You will be the first point of contact for customers enquiring about start-up loans and business support, managing a pipeline of 300+ enquiries and guiding applicants through the start-up loan process.

The role emphasizes accurate CRM record-keeping, working with banking partners, and promoting additional services such as training, mentoring, and networking events to help customers access the