DOCUMENTATION ASSOCIATE
Duties & Responsibilities
ACCOUNTABLE OF THE FOLDERS OF THE SOLD ACCOUNTS
• Received folders from Sales & Marketing and Data entry of the accounts to the General Monitoring of Accounts
• Monitors re-open RFO accounts
• Ensures the safekeeping of the folders
• Updating and maintaining records and database
VALIDATION OF BUYER’S QUALIFICATION AND REQUIREMENTS
• Review and evaluate buyer's folders for the compliance of requirements Capacity to Pay
PREPARATION OF CREDIT /BACKGROUND INVESTIGATION REQUIREMENTS
• Perform the docketing of folders for the advanced CIBI requirements for HDMF.
• Endorse docketed folders to Liaison Associates for HDMF submission
• Monitor the accounts with released CIBI report from HDMF
• Check and review accounts qualified for incentives and commissions