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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