Loan Specialist

TechTree Show all offers

90000 - 216000 PLN / year

Kraków

24 days ago

In short

Loan Specialist in Kraków for fintech lender. Guide SME clients through loan process, handle sales, customer service. Requires 2-3 yrs financial services sales exp, Polish & English fluency. Full-time.

Keywords

loan origination sales pipeline management customer relationship management financial services credit assessment documentation management sales results customer service communication skills

AI-written summary based on the listing content.

About the ClientWe're an international fintech lender on a mission to make funding faster and simpler for small businesses already operating in 11 countries. We're now launching in Kraków, and we're looking for people who want to build something new: the chance to help shape how we grow here from day one, with real ownership and room to develop as the team scales.

The role

Our Loan Specialists are integral to our success and are at the forefront of our customer engagement. Each Loan Specialist is responsible for guiding small business customers through their SME Business Loan journey, from understanding their needs, to supporting them throughout the application, approval, and settlement process.

You will play a critical role in delivering outstanding customer service while achieving strong sales results. With excellent communication skills in Polish and English (French highly regarded), you will ensure that every customer interaction is professional, supportive, and solution-oriented.

What you'll doConduct high volume inbound and outbound phone calls with potential and existing customers.

Contact pre-qualified customers to identify their funding needs and present tailored solutions.

Support customers through the loan application process, ensuring all required documentation is obtained and submitted to the Credit Team.

Present loan offers, explain terms clearly, and support smooth settlements.

Manage a growing sales pipeline with accuracy, organisation, and timeliness.

Provide an outstanding customer experience that encourages repeat business and referrals.

Collaborate with internal teams to ensure a seamless process from application through to funding.

What you bring

Fluency in Polish and English (both required); French highly regarded.2-3 years' experience in financial services in a sales role (e.g. lending, banking, insurance, or related).

Strong communication, rapport-building, and negotiation skills.

Confident and positive manner, especially over the phone.

High levels of motivation, resilience, and a proactive approach.

Organised, detail-oriented, and able to manage competing priorities in a fast-paced environment.

Results-driven mindset with a strong work ethic.

Logistics

Location: Kraków, Poland.

Full-time.

Compensation: 90,000 - 216,000 PLN gross per year, plus uncapped commission (20-50%+ of loan origination volume).