Loan Consultant
UNIFI
Uganda
Full time
Banking & Finance
Posted: Jun 29, 2026
3 months ago
34 views
Job Description
LOAN CONSULTANT
UNIFI
PURPOSE OF THE ROLE
The Loan Consultant is the first point of contact for clients and represents UNIFI’s brand at branch level. The role focuses on delivering excellent customer experience, guiding clients through the loan process, ensuring accurate documentation, driving sales targets, and supporting collections while maintaining integrity, professionalism, and a client-first mindset.
ABOUT THE EMPLOYER
UNIFI is a financial services institution that provides accessible lending solutions to clients. The organization is focused on customer experience, financial inclusion, operational excellence, and building long-term client relationships through responsible lending.
JOB DESCRIPTION
The Loan Consultant will support branch operations by welcoming clients, explaining loan products, processing applications, ensuring accurate documentation, handling client records and cash responsibly, driving sales performance, and supporting loan recovery efforts while maintaining high service standards.
KEY RESPONSIBILITIES
Customer Service & Client Engagement
- Welcome clients warmly and guide them through the loan process
- Explain loan products clearly and simply
- Ensure clients understand terms and conditions before signing
- Build trust through professional and respectful interactions
Loan Processing & Documentation
- Capture client information accurately
- Ensure all required documents are complete and correctly filed
- Maintain proper client records and data integrity
- Follow internal procedures and compliance standards
Sales & Branch Performance
- Drive branch performance by achieving set targets
- Actively contribute to loan portfolio growth
- Maintain a results-driven and proactive work attitude
- Support branch success through daily performance ownership
Cash Handling & Compliance
- Handle cash and client transactions responsibly
- Ensure accuracy in financial records and documentation
- Follow internal controls and compliance procedures strictly
Collections Support
- Follow up on clients with outstanding payments
- Support repayment planning and recovery efforts
- Maintain respectful and professional communication during collections
Teamwork & Branch Operations
- Work collaboratively with branch staff
- Maintain a clean, organized, and professional branch environment
- Contribute to a positive and high-performing team culture
- Share feedback to improve processes and service delivery
REQUIREMENTS
- Certificate, Diploma, or Degree in Banking & Finance, Business Administration, Marketing, or related field (advantageous)
- At least 1 year of experience in a customer-facing, sales, or retail role
- Basic understanding of financial and credit concepts
- Strong communication skills in English (written and spoken)
- Target-driven and performance-oriented mindset
- Ability to remain calm, patient, and professional under pressure
- Self-organized and reliable
- Comfortable following structured processes and systems
REMUNERATION
- Basic salary
- Monthly performance-based incentives
EMPLOY UGANDA CAREER CENTRE
CAREER INSIGHTS & APPLICATION GUIDE
This section is provided by Employ Uganda to help candidates improve their applications and increase their chances of being shortlisted. This content is independent of the employer’s official job description.
APPLICATION PROCESS
Applicants should apply via the official UNIFI application link:
CLICK HERE TO APPLY
SALARY EXPECTATIONS
Loan Consultants in Uganda’s financial services sector typically earn a basic salary plus performance-based commissions depending on loan portfolio performance and branch targets.
EMPLOYEE BENEFITS
- Basic salary with incentives
- Performance-based bonuses
- Sales and financial training
- Career growth in banking and microfinance
- Exposure to financial services operations
- Team-based working environment
CAREER GROWTH OPPORTUNITIES
This role can lead to positions such as:
- Senior Loan Consultant
- Branch Sales Officer
- Credit Officer
- Branch Manager
- Relationship Manager
- Credit Analyst
CV WRITING TIPS
- Highlight customer service or sales experience
- Show ability to meet targets and handle clients
- Include communication and problem-solving skills
- Demonstrate reliability and trustworthiness
- Keep CV simple and results-focused
COVER LETTER TIPS
- Show interest in financial services and customer engagement
- Highlight sales or client-facing experience
- Emphasize integrity and communication skills
- Keep it short and professional
INTERVIEW PREPARATION
Prepare for questions on:
- Customer handling and service scenarios
- Sales target achievement
- Basic loan and credit understanding
- Handling difficult clients
- Cash handling and integrity
- Teamwork and branch operations
FREQUENTLY ASKED QUESTIONS (FAQs)
Q: Is experience required?
Yes, at least 1 year in a customer-facing or sales role is preferred.
Yes, at least 1 year in a customer-facing or sales role is preferred.
Q: Is training provided?
Yes, onboarding and product training are provided.
Yes, onboarding and product training are provided.
Q: Is the job target-based?
Yes, performance targets are a key part of the role.
Yes, performance targets are a key part of the role.
RELATED JOBS
- Credit Officer
- Sales Executive
- Customer Service Officer
- Branch Assistant
- Relationship Officer
- Banking Assistant
About Company
UNIFI
Apply on External Website
You will be redirected to the employer's application page.
Job Overview
- Job Type: Full time
- Experience Level: Intermediate
- Education Level: Bachelors
- Vacancies: 1
- Category: Banking & Finance
- Location: Uganda
- Application: External Website