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Small Business Loan Advisor

224103569

£32,000 - £40,000 Per Annum

Full Time

Permanent

Reading, Berkshire

Finance

Posted 21 hours ago

Expires In 28 Days

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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