Customer service and assistance and assistance with loan applications

Crewe, Cheshire
Volunteer Role
05 Jul 2018
05 Oct 2018
Hours per month
1 to 10 hours, 10 to 20 hours
Long Term

Expected Hours: 9.30am – 3pm one day per week (volunteer choice of day Mon - Thur)

Accountable to: Office Supervisor

Location: Delamere House, Delamere Street, Crewe

Supervisory Responsibilities: N/A

Role Purpose: (1) To provide effective customer service at front desk, assisting customers with their queries and completion of documents and application forms as required. (2) To support the loans officer in processing customer application for loans. 

Main and Key Areas of Responsibility:
• Assistance to customers in order to help with the completion of application forms
• Process loan application from application, assessment and approval/rejection 
• Liaise with office staff and to provide some administrative support to the general office

Tasks associated with the Role:
• To deal with customer queries during counter service (which is 10am – 12 noon)
• To assist with completion of application forms, including loan applications
• To explain procedures to customers
• To assess financial suitability for loan 
• To accurately record financial details in customer accounts
• To support general office with admin tasks e.g. scanning, filing, photo copying

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