Relationship Officer
2 weeks ago
DUTIES AND RESPONSIBILITIES:
SALARY LOAN AND INSURANCE
Responsible for supervision of franchise reservationsPrepares proposal materials for prospective Salary Loan Insurance AccountsAssist sales associates in negotiating of installation of Salary Loan Insurance accountsHandles client presentation and inquiriesConducts preliminary evaluation for prospective accountsPrepares comprehensive General Information Report for the Credit CommitteeTo specify qualifications for accounts accreditation and account documentationAccount Management (coordinates with Sales Associates in the intallation of their accounts)Prepares and facilitate signing of Memorandum of AgreementAssist Sales Associates in formally installijg the Salary Loan Insurance AccountsPrepares demand letter for past due accountsOversees the billing and collection of the accountsPrepares weekly production reportOTHER FUNCTIONS
1. FOR DEPARTMENT OF EDUCATION
Coordinate with Department of Education regarding TCAA concernsResponsible in preparing the documents for TCAA renewalHandles inquiries of sales agents and other units regarding DepEd concernsResponsible for submitting annual docymentary requirements with DepEdResponsible for coordinationg with other government offices such as IC and SEC preparation documentary requirementsPrepares DepEd, SLI and Personal Loan program application formsDistribution of forms requested by branches and responsible for inventory2. FOR SATELLITE OFFICES
Responsible in installing satellite offices ad documentation and coordinated to DepEd.Assist all SO managers with their concerns such business permit applications, cash advances, targets and other requestsCoordination with other units re satellite offices3. FOR AUTONOMOUS SCHOOLS
Responsible for franchising of autonomous schoolsPrepares monthly collection reports and coordinates with franchise agentsCoordinates to Credit unit changes in franchising and collectionProvides assistance to sales pepople regarding franchising-
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Relationship Officer
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Customer Relationship Officer
2 months ago
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Relationship Officer
2 weeks ago
Manila, National Capital Region, Philippines MAESTRO HOLDINGS Full timeDUTIES AND RESPONSIBILITIES:SALARY LOAN AND INSURANCEResponsible for supervision of franchise reservationsPrepares proposal materials for prospective Salary Loan Insurance AccountsAssist sales associates in negotiating of installation of Salary Loan Insurance accountsHandles client presentation and inquiriesConducts preliminary evaluation for prospective...
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Relationship Officer
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Manila, National Capital Region, Philippines MAESTRO HOLDINGS Full timeDUTIES AND RESPONSIBILITIES:SALARY LOAN AND INSURANCEResponsible for supervision of franchise reservationsPrepares proposal materials for prospective Salary Loan Insurance AccountsAssist sales associates in negotiating of installation of Salary Loan Insurance accountsHandles client presentation and inquiriesConducts preliminary evaluation for prospective...
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Account relationship officer
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Manila, National Capital Region, Philippines Readyman Inc. Full timeDevelop and oversee relationships with clients performing alongside Relationship Manager to ensure top level service provided to clients.Perform as key contact point for portfolio of clients dealing with routine matters throughout range of services and products.Conduct evaluation of client's accounts.Collect mandatory information to analyze client...
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Account relationship officer
3 weeks ago
Manila, National Capital Region, Philippines Readyman Inc. Full timeDevelop and oversee relationships with clients performing alongside Relationship Manager to ensure top level service provided to clients.Perform as key contact point for portfolio of clients dealing with routine matters throughout range of services and products.Conduct evaluation of client's accounts.Collect mandatory information to analyze client...
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Relationship Officer
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Manila, National Capital Region, Philippines numberninjas co. Full timeGraduate of Bachelor's Degree in Education, Educational Management, Management, BS in Psychology or any relevant courseHighly resourceful, organized and creative individualMust be proficient in the use of Microsoft Office ProgramsHas a minimum of 2 years of experience in the same capacityHas excellent oral and written communication skillsHighly analytical,...
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Client Relationship Manager
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