Analyze potential loan markets and develop referral networks to locate prospects for loans.
Develops marketing strategies in line with company objectives.
Conducts marketing and solicitation activities and efforts covering his/her accounts
Offer bank products to individuals and business establishments in promoting bank services that may meet customers needs.
Responsible in handling all clients in implementing rules and regulations.
Receives/secure signed loan applications and other documentary requirements.
Encodes borrowers personal information, CIS, Loan Data and Loan Account in Webloan System.
Responsible for the preparation of Detailed Loan Proposal, Cash Flow Analysis and Credit evaluation documentsChecks and reviews necessary loan documentaryrequirements
Request credit inquiry with credit bureaus.
Submits timely and accurate loan files.
Recommends loan application and secure for a loan approval.
Do follow ups for the delayed payments and ensure that all actions need to be taken including sending of notices have been done accordingly based on existing credit operations manual
Attends to client queries.
Reminds client regarding their loan amortization due.