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Assistant Relationship Manager

2022-10-24 09:00菲律宾2980
区域:All Cities
行业:Accounting / Finance
职位:Banking / Finance
部门:
人数:若干
性质:Full Time
性别:Male
婚姻:No marital status restrictions
学历: College Diploma
经验:不限
年龄:18岁以上
待遇:面议

I. Duties & Responsibilities:

Prepare Daily Monitoring Activities Report of all RMs.Alternate maker on BAP daily response requirement.Update Report on Pipeline Deals (including progress report) weekly and submit to Head of Marketing or General Manager.Prepare CIC Report monthly and ensure its validation by the Authorized Officer.Assist RM in preparation of Case Briefing and Credit Proposal for presentation to the Deal Meeting and Credit Committee.Assist RMM on credit-related transactions before and after loan approval, as the need arises.Prepare the financial spreadsheet for both new and existing clients to complete credit proposal.Schedules clients calls/annual project site inspection, together with Relationship Manager, for all existing clients.Submit Funding Notice report to the Treasury Department if there is a possible drawdown (fund outflow) and incoming loan interest payment (fund inflow).Prepares necessary documents required by Operations/Treasury Department during loan drawdown/payment.Monitor the outstanding loan and ensure timely sending out of Statement of Accounts to existing loan/deposit clients.Keep proper filing of all Corporate and Legal documents of existing loan clients.Perform other tasks as maybe assigned by RM and Marketing Head.

II. Job Requirements:

Graduate of any business courseExperience in credit proposals, loan application and documentation for corporate clients is an advantage, but not required.Advanced computer skills in MS OfficeKnowledgeable in Financial StatementGood organizational skillsGood interpersonal skillsGood in verbal and written communication
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