Hi! Welcome.
These are my responsibilities to my current job.
* Managed and nurtured relationships with clients by providing and marketing business banking loans and services to meet client needs, achieving monthly sales targets, and soliciting of new quality clients.
* Handled over 20 business accounts, loan application support, and financial document processing with accuracy and efficiency. Resolved client concerns and inquiries in a timely and professional manner, ensuring customer satisfaction.
* Collaborated with internal teams such as credit, compliance, operation departments to process transactions and support branch activities. Maintained updated client records and ensured compliance with regulatory and data privacy standards.
* Assisted in promoting and cross-selling bank products such as credit cards, loans, and insurances to both existing and new potential clients.
* Supported marketing initiatives by introducing new financial products and services to clients.
* Assisted in achieving branch sales target and by generating leads and referrals.
Prepared reports on sales performance and account activities.
These are the tasks I can offer:
1. Loan Processing & Application Support
* Review and organize loan applications
* Check completeness of borrower documents (IDs, income, bank statements)
* Prepare and update loan files for processing
* Track loan status and follow up on missing requirements
2. Document & Client Record Management
* Maintain and organize client records and files
* Ensure data accuracy and confidentiality
* Prepare documents for review or submission
* Monitor loan status
3. Client Communication & Support
* Respond to client inquiries via email/chat
* Provide updates on loan or application status
* Follow up with clients for pending documents
4. Coordination & Admin Support
* Coordinate between clients, loan officers, and internal teams
* Assist with workflow and process tracking
* Support daily administrative tasks
Thank you for visiting my profile.
