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خلاصہ
Extensive experience in customer service and sales
Proficient in MS Office suite
Sound knowledge of bank products and services (Consumer and Business)
Strong time-management and organizational skills
Effective interpersonal sales and service skills
Excellent verbal and written communication skills, customer negotiations skills
Outstanding ability to read financial statements, bank statements and budgets.
پراجیکٹس
تجربہ
Relationship Officer
Customer Relationship Sourcing new customers, meeting with them, understanding their loan needs, and advising them on suitable loan products.
Loan Application Process Receiving, evaluating, and approving loan applications.
Documentation Collecting all necessary documents and preparing loan agreements.
Loan Recovery Collecting loan installments and managing loan accounts.
Customer Service Answering customer queries and resolving their issues.
Market Analysis Analyzing the local market and contributing to the development of new loan products.
Relationship Officer
Approve loans for various client base within specified limits, and refer loan applications outside those limits to management for approval.
Meet with applicants to obtain information for loan applications and to answer questions
about the process.
Analyze applicants financial status, credit, and property evaluations to determine the
feasibility of granting loans.
Explain to customers the different types of loans and credit options that are available, as well
as the terms of those services.
Obtain and compile copies of loan applicants credit histories, corporate financial statements,
and other financial information review and update credit and loan files.
Review loan agreements to ensure that they are complete and accurate according to policy.
Work with clients to identify their financial goals and to find ways of reaching those goals.
Confer with underwriters to aid in resolving mortgage application problems.
Accountant/Admin
To receive and deposit cash/checks collections. To manage monthly bank reconciliations for branch bank accounts To maintain offices stock and petty cash To Administer and maintain record of all the documents To process financial transactions and support month-end closing activities. To prepare consolidated financial statements To process loan cases and recovery on MIS.
