Bachelor of Science in Business Administration Major in Marketing Management
University of Rizal System
I am experienced Marketing professionals with nearly 8 years expertise in sourcing of loans processing applications of client and customer negotiate approval to release, this also includes ensuring the documents required for releasing of their loan are completely and correctly met. Also Promotes and Facilitate marketing Trainings and seminar orientation for newly accredited loan agents to masteries the products and services.
Let’s connect and discuss how I can contribute to your success as Virtual Assistant. I look forward to seeing my talent in marketing aspects help your company to create innovative and positive impact on your business
University of Rizal System
Conducts interview for loan applicant during Know your client stage
Facilitate training for newly Accredited agents including monthly meeting for agents
Provides Screening of documents collateral such as title and other requirements submitted for the loan
Prepares Documentation of loan application
Negotiation on Client loan approval to sell and release the account
Provides Online Advertising and Marketing Strategy every month to increase leads and sales
Tele Marketing Phone calls and Monthly releases report
Loan Processor
Confirms the schedule of borrower for release
Prepares Contract, Mortgage documents and voucher use for release
Ensuring all releasing contract documents are correctly signed
Provides Printing of Post dated cheques issue by Borrower
Responsible to endorse the client to the bank after the loan release
Provides summary of accounts release on that day
Encode all the policy given by the source underwriting
Ensures the given policy delivered on the pick up time
Maintains accuracy in encoding Insurance policy in all line of business
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.