MARKETING SPECIALIST

Job Description

The Loans Specialist is primarily responsible for

• the effective and efficient delivery of customer experience,
• acceptance of loan application; and
• the conduct of "Know Your Customer" and loans underwriting.
• ensuring that all loan applications recommended passes the requirement of a quality loan portfolio.
• The employee also performs marketing functions in assistance to the Team Leader for Sales and Team Assistant for Sales through doorstep banking.
• Performs fieldwork marketing for collection and promotion.

Job Duties and Responsibilities:

• Do site/ area visits (Field work)
• Perform Sales and Marketing on bank's products.
• Do client engagement, perform product orientation, and other marketing strategies of the bank.
• Facilitate Loan Application to Clients
• Verify and check the validity and authenticity of loan application document attachments
• Review Loan Application Forms; Evaluate loan application, perform follow-ups if necessary
• Perform credit background
• Ensures efficient loan document preparation and loan processing
• Facilitate approval of loan application
• Monitor loan application status
• Make sure to do accurate, complete and timely loan report preparation and submission.
• Make sure to accurately monitor loans to achieve low to zero past due rate.
• Ensure all releases are billed and duly deducted on the identified effectivity date
• Assist in collection activities