Job Description
Facilitates day-to-day transactions of handled accounts though coordination with the different support units (i.e. LOD, LAD, Trade, Treasury).
Assist RMs in handling and managing their loan portfolio
Assist RMs in the preparation of Credit Proposals/Quick CPs such to include request for BAP/loandex checking, trade checking, appraisal report, etc.
Directly deals with clients on day to day transactions (i.e. loan availments/payments, documentation requirements) .
Reviews documents submitted to ensure adherence to bank’s policies and requirements.