The tasks a Finance Agent is expected to perform include:

• Arranging loan for clients from financiers on security of real estate, property, etc.
• Co-ordinating with clients and obtaining details like loan amount, rate of interest willing to pay, loan period and security offered
• Scrutinising and identifying the financer as per the clients needs
• Helping the concerned parties in drawing and finalizing the terms of the contract
• Negotiating between concerned parties and helping them to make an agreement