Small Business Loan Advisor

Pertemps Bond; Reading; On-site; GBP 32,000 - 40,000; Full time

Job summary

Pertemps Bond is seeking a Small Business Loan Advisor in Reading to support Start-Up Loan applicants through the funding process. You will review business plans, assess cash flow and viability, and provide guidance to applicants to help them secure appropriate funding.

The role involves liaising with internal teams and external stakeholders, maintaining CRM records and meeting KPIs. Strong Excel andOffice skills plus experience with Zoho/Salesforce are preferred.

Qualifications

• Strong communication skills and commercial awareness.
• Confident analysing financial information and assessing applications.
• Excellent organisation and time-management skills.
• Proficient in Microsoft Office and Excel.
• Experience using CRM systems such as Zoho or Salesforce.
• Self-motivated, target-driven and able to use initiative.
• Experience in business planning, lending, credit assessment or loan approvals is highly desirable.
• Banking, financial services or start-up advisory experience would be advantageous.

Responsibilities

• Manage applicants throughout the Start-Up Loan application process.
• Review business plans, financial forecasts and supporting documentation.
• Assess affordability, cash flow and overall business viability.
• Make funding recommendations in line with credit policies.
• Provide advice and guidance to applicants.
• Maintain accurate CRM records and work towards KPIs and targets.
• Liaise with internal teams and external stakeholders.

Skills

Strong communication skills

Commercial awareness

Excellent organisation

Tools

Microsoft Office

Excel

Zoho CRM

Salesforce CRM

Job description

Small Business Loan Advisor

Location: Reading
Salary: £32,000–£40,000 DOE

We are looking for a Small Business Loan Advisor to support applicants through the Start-Up Loan process, helping them develop their business ideas and assess funding applications.

Key Responsibilities

• Manage applicants throughout the Start-Up Loan application process.
• Review business plans, financial forecasts and supporting documentation.
• Assess affordability, cash flow and overall business viability.
• Make funding recommendations in line with credit policies.
• Provide advice and guidance to applicants.
• Maintain accurate CRM records and work towards KPIs and targets.
• Liaise with internal teams and external stakeholders.

About You

• Strong communication skills and commercial awareness.
• Confident analysing financial information and assessing applications.
• Excellent organisation and time-management skills.
• Proficient in Microsoft Office and Excel.
• Experience using CRM systems such as Zoho or Salesforce.
• Self-motivated, target-driven and able to use initiative.
• Experience in business planning, lending, credit assessment or loan approvals is highly desirable.
• Banking, financial services or start-up advisory experience would be advantageous.

Small Business Loan Advisor Reading,South East,UK