Sales Executive (Loan / Investment)
Rosabon Financial Services (RFS) Limited - Hybrid
Job Summary
- The candidate will be responsible for selling various loan products.
- He/She will act as a liaison between customers and our financial institution and will help qualified applicants obtain loans on time.
- The Rosabon Sales Executive is required to collect and prepare all materials needed to process transactions (loans and investments).
- He/ She will also be responsible for reviewing loan applications, evaluating the potential risks of granting loans to applicants
Responsibilities
- Sell loans and investments to prospective clients
- Evaluate creditworthiness by processing loan applications and documentation within specified limits
- Interview applicants to determine financial eligibility and the feasibility of granting loans
- Determine all applicable ratios and metrics, and set up debt payment plans
- Communicate with clients either to request or to provide information
- Complete loan contracts and counsel clients on policies and restrictions
- Review loan agreements to ensure that they are complete and accurate according to policy
- Update account records, compute payment schedules, and process transactions on the ERP
- Update job knowledge on types of loans and other financial services
- Assess customer needs, explore all options, and introduce different types of loans
- Develop referral networks, suggest alternate channels, and cross-sell products and services to accomplish quotas
- Go the “extra mile” to build trust relationships, customer loyalty, and satisfaction throughout the underwriting process
Requirements
- B.Sc Degree in Finance, Economics, or a related field
- Proven working experience as a Loan Officer
- Solid understanding of direct/indirect lending products and practices
- Customer satisfaction orientation and sales competencies
- Ability to work in a goal-oriented environment and meet set targets
- Solid understanding of local, state, and federal loan regulations.
- Knowledge of various financial products across the industry and sector
- Customer service-oriented with exceptional
Application Closing Date
15th August, 2026.
How to Apply
Interested and qualified candidates should send their CV to: View email address on hotnigerianjobs.com using the job title as the subject of the mail.
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