Relationship Officer

2 weeks ago


Metro Manila, Philippines MAESTRO HOLDINGS Full time

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 report

OTHER 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 inventory

2. 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 offices

3. 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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