Process Advisor
Core
Guide international students and recruitment partners through loan application processes for educational financing products.
Role type
Process Advisor (Financial Services)
Builds
Student loan applications and disbursements via banking partners
Domain
Education technology + Student financial services
Deliverable
client delivery
Required skills
Loan product knowledge, customer service, conversion optimization, regulatory compliance, data analysis, CRM proficiency
Preferred skills
Finance/Business degree, prior loan advising experience, negotiation skills
Technologies
CRM tools, data analysis software
Responsibilities
Facilitate accurate loan application submissions, optimize conversion rates and turnaround times, provide product training to recruitment partners, track application metrics and prepare reports, ensure regulatory compliance and data privacy
Seniority
Individual Contributor