Bachelor of Science in Accounting Technology
COR JESU COLLEGE
I am Gladwyn Caesar, 27 years old, I am diligent, well-prepared, and meticulous person. I'm a great team player with strong interpersonal skills, and I'm eager and eager to learn new things. I am trustworthy and dependable, and I frequently look for new duties in a variety of professional fields. I approach my work and completing tasks in a proactive and dynamic manner. I make decisions quickly and firmly. I locate and create possibilities.
COR JESU COLLEGE
* Conducting research on customer data as per
guidelines/instructions
* Analyzing existing data to check for inconsistencies and
duplicates
* Merging duplicate data as well as cleaning them up
* Performing other tasks assigned by the Supervisors
* Conduct customer research and update leads.
* Direct messaging prospect clients on Instagram.
* Accomplishing the company's weekly KPIs.
* Provide accurate and timely information to management.
* Develop a strong knowledge of the company’s products and
services in order to facilitate the sales process.
* Input customer details on Google Spreadsheet.
* Setting appointments.
* Identify issues with content, web pages, photographs, and other categories of
information for the most popular search engines.
* Evaluates the results for a particular search query and provides a relevance score
towards each result.
* Utilize online tool to log in and choose things to complete on a self-directed
schedule.
* Enhancing the usefulness of search engines or teaching digital assistants to
comprehend more languages and dialects to aid in removing barriers posed by
machine learning and fostering global human-learning bridges
• Research, track, maintain and update leads.
• Contact prospects to qualify leads.
• Direct email marketing to key clients and prospects.
• Research and maintain lead generation database.
• Conduct customer research.
• Conduct client or market surveys to obtain information about potential leads.
• Provide accurate and timely information to management.
• Develop a strong knowledge of the company’s products and services in order to facilitate the sales process.
• Input customer details on company's CRM.
• Propels branch performance to achieve annual goals on Loan Generation, Loan Management, Profitability, Resource Management and Audit Compliance.
• Initiates networking and marketing within communities to find and attract new business.
• Monitors financial reporting requirements, loan documentation requirements and collection procedures to ensure compliance with the SOPs.
• Conducts final interview of the client to verify loan information and overall credit worthiness.
• Monitors duties, responsibilities and performance of branch personnel; and conducts Performance Appraisal Report.
• Implements Company Rules and Regulations; and administers corrective measures or sanctions.
• Submit delinquent accounts to Legal Counsel for collection and other legal actions.
• Represents the branch in court hearings.
• Performs all branch functions in the absence of the branch staff.
• Examine received applications
• Conduct background research on applicants
• Conduct detailed interview with applicants in order to examine if their eligibility for a loan
• Examine different financial and non-financial criteria
• Prepare loan repayment plans
• Build long-term trustworthy relationship with clients
• Finalize loan contracts
• Maintain an active knowledge base of all of the organization’s loan products and an understanding of the qualifications required of each applicant
• Update records regularly
• Communicate regularly with customers and ensure they receive exceptional customer service throughout the process
• Identify the needs of customers, explore possible options and suggest different types of loans
• Build referral networks and suggest alternative channels to cross-sell products and services
• Build long-term, trusting relationship with customers
• Ensure customer satisfaction at highest possible level
• Operate in compliance with laws and regulations and lending compliance guidelines
• Maintain a positive working relationship with internal departments and external contacts
• Estimating the value of a property based on its intended use, market value, and physical characteristics.
• Conducting site visits and recording the interior and exterior characteristics of a property, such as its architectural quality.
• Writing appraisal reports based on evidence gathered during site visits, as well as market data.
• Ensuring that the appraisal report is approved and signed by management before any real estate transactions are executed.
• Maintaining all information required for the valuation process of a property, such as sale documents and inspection records.
• Adhering to all real estate laws and best practices during the appraisal process.
• Staying up-to-date with real estate markets that can influence property ratings.
• Reporting any discrepancies found during the assessment process of a property.
Attracting prospects and generating customers. Using company CRM to input client's data.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Converting data from paper into computer files or database systems.
Input transactions into company's accounting system and using of Spreadsheets and other databases to update records.
Delivers a range of real estate-related services from a remote location.