Experienced loan account officer with a proven track record of efficiency and customer service excellence. As a pioneer employee and front desk officer, adept at handling various communication platforms such as Freshdesk, Business Suit, Teams, and Outlook. Responsibilities include conducting initial assessments of loan applications, pre-screening personal and OFW loan applications, verifying document completeness and correctness, and explaining loan procedures to clients. Skilled in conducting credit investigations, preparing credit recommendations, and evaluating payment capacity. Proficient in bank reconciliation, ensuring accurate and timely implementation of approved credits. Communicates application status to clients, prepares necessary loan documents, ensures their upload into the system, and monitors bank's turnaround time for each account. Additionally, adept in preparing reports and handling office supplies requisition. Adaptable to additional tasks as assigned by senior management.
