Loan consultant

• A certificate, diploma, or degree in Banking & Finance, Business Administration, Marketing, or a related commercial field is advantageous
  

• At least 1 year of experience in a customer-facing, sales or retail environment
  

• Comfortable with basic financial and credit concepts
  

• Strong written and spoken communication skills in English
  

• A client-first mindset. You help people with care, urgency, and dignity
  

• Calm, patient, and practical when things get busy with a "let's get it done" attitude
  

• Target-driven and hungry to grow. You hold yourself to a higher standard
  

• Self-organised, reliable, and able to manage your own workload
  

The Role

• The Loan Consultant reports to the Branch Manager. You are the face of Unifi, the first person our clients meet and the reason they come back.
  

• This isn’t just about processing loans. It’s about making life easy, building trust, and treating every client with dignity from the moment they walk through our doors.
  

• You drive targets, and make every interaction a chance to win.
  

• Welcome clients warmly and guide them confidently through the loan process in a way they can easily understand
  

• Explain products simply and clearly so clients understand what they are signing up for
  

• Capture client details accurately and make sure all documentation is in order
  

• Handle cash and client records responsibly and with integrity
  

• Drive branch performance by taking ownership of targets and bringing a “let’s get it done” energy to every day
  

• Support collections by following up with clients on outstanding accounts and helping find repayment solutions that work
  

• Work as one team to keep the branch clean, organised, and operating to the Unifi standard
  

• Contribute to a positive, and high-performing branch vibe
  

• Speak up when something is not working and share practical feedback to improve how we operate
  

• Live the Unifi values in every interaction by treating people with dignity, communicating clearly and doing what you say you will do