
Account Officer
2 weeks ago
Responsibilities
· Conduct first contact with a prospect, connect with the decision maker of the
business and progress to the application process
· Discover customer's goals, pressures, and challenges
· Provide solution options to the prospect with regards to their financing situation.
· Urge prospects to apply for financing and maintain communication until their first
loan release
· Generate leads by attending events, conducting market research, joining different
social media groups, maximizing company databases, and establishing partnerships
among others.
· Manage incoming inquiries from the company's social media platforms and website
which will generate interest for a potential sale
· Onboard new customers from inbound and outbound sales channels
· Handle onboarding of Supplier Partners and other future partnerships
· Develop tools to help Supplier Partners and other future partnerships explain our
product to their customers
· Identify inefficiencies in the process and documentation including but not limited to
call flow, loan processes, customer feedback, and feedback from team members
Qualifications
· College Graduate
· Experience in Financing / Lending under Business Loan
· Excellent in interpersonal and communication skills
· With strong understanding of business loan processes
· Result oriented and people person
· Ability to adapt with constant changes in clients need
· Able to work onsite
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