Bachelor of Science in Business Administration major in Financial Management
Cagayan State University
Cagayan State University
-Point of contact of the buyer from post-booking until loan takeout.
-Responsible in assisting the buyer in their loan takeout journey with the financing partner
-In-charge with documentation, evaluation and processing of accounts for delivery to the financing institutions.
-Performs backroom services to ensure accounts will be taken out with financing institutions based on milestones
-Filing of documents
-Assessing clients’ documents and portfolio
-Assisting account officer in booking an investment (eg: stocks, bonds)
-Receiving and answering calls and emails
-Update database
-Communicate with clients and branch managers/staffs for related transactions
- Other related task
-Assisting customers with their needs
-Accepting payment for the purchased products
-Preparing invoices and sales reports
-Doing sales inventory
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.