Start-Up Loan Advisor: Empower Small Business Growth

Pertemps Bond; Reading; Vor Ort; GBP 32.000 - 40.000; Vollzeit

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

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

Jobbeschreibung

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