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 applicants through the Start-Up Loan process and help develop business ideas and assess funding applications. You will review business plans, forecasts and supporting documents, assess cash flow and viability, and make funding recommendations in line with credit policies.

Proficiency in Excel and CRM exposure are valued. The role requires strong communication, commercial awareness and the ability to manage multiple

Qualifications

• Experience in Start-Up Loan processes or lending is advantageous.
• Experience in banking, financial services or start-up advisory is desirable.
• Strong communication and organisational skills required.

Responsibilities

• Manage applicants through 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

Commercial awareness

Financial analysis

Time management

Excel & MS Office

CRM experience

Self-motivated & target-driven

Business planning / lending experience

Tools

Zoho CRM

Salesforce

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.

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Small Business Loan Advisor • Reading, South East, UK