Loan Consultant

Job description

About Unifi

Unifi is redefining credit in Africa with simple, fast personal loans delivered through online, mobile and branch channels.  We make life easy for thousands of clients across Zambia, Kenya, Uganda and South Africa. Unifi has conviction in the African continent and its people, and our products enable our clients to achieve even more.  As one of the fastest-growing lenders in East Africa, we combine exceptional client service with the very best tech and data analytics.

Role Purpose

This role is central to supporting Unifi’s customer-focused operations at Kafue Branch.  The Loan Consultant will be the first point of contact for clients—handling onboarding, guiding them through the loan process, and ensuring all documentation is accurate and complete. The ideal candidate will be organized, customer-oriented, and comfortable working in a fast-paced, target-driven environment. A proactive approach to marketing, sales, and financial literacy support will be key to success in this role.

Responsibilities

Enter all new client details into the client registration system (manually or electronically)
Receive, assist, and direct clients in a courteous and professional manner
Check client documents and inform applicants of any additional requirements
Ensure all loans are accurately and completely documented
Maintain client privacy and confidentiality throughout the loan process
Interview applicants to assess financial needs and provide financial literacy advice
Respond to customer inquiries and provide excellent customer service
Ensure all activities conform to the company’s credit policy
Manage cash transactions and maintain accurate records
Conduct marketing and sales activities to promote loan products
Ensure clients receive correct information about products, promotions, and value-added services

Requirements

Diploma in Banking & Finance, Marketing, Business Administration, or related field
Knowledge of and ability to work within organizational rules and regulations
Excellent communication and interpersonal skills
Ability to work in a target-driven environment
Strong problem-solving and analytical skills
Excellent organizational and multitasking abilities
Ability to work independently and as part of a team
Strong motivational skills and a positive, customer-oriented attitude