Lead community outreach activities under the guidance of the Branch Manager to promote the Company's loan products and financial services within the assigned service areas. Conduct marketing activities in assigned communities by distributing promotional materials (flyers) and collecting potential customers' contact information to generate qualified sales leads. Display and maintain Company-approved promotional materials, including posters and stickers, at appropriate public locations, commercial buildings, residential areas, apartments, and condominiums to increase brand awareness. Ensure complete and accurate collection of customer information and supporting documents for both existing borrowers and new loan applicants in accordance with the Company's policies and procedures. Supervise, coach, and monitor team members to ensure customer information and required documentation are collected accurately and completely. Ensure all customer information, loan application details, and supporting records are accurately entered into the Company's Core Banking System within the required timelines. Monitor and verify data entry performed by team members to ensure accuracy, completeness, and compliance with Company standards. Conduct detailed assessments of customers' business operations, financial conditions, and loan applications in accordance with the Company's credit policies, lending guidelines, and operating procedures. Provide coaching and technical guidance to team members to ensure proper credit assessment, customer evaluation, and loan recommendation processes. Perform field investigations and collect relevant information to evaluate customers' business activities, cash flow, repayment capacity, and overall creditworthiness, and recommend appropriate loan amounts based on credit assessment findings. Supervise and support team members in conducting field investigations, customer interviews, and loan assessment activities to ensure compliance with established credit policies and procedures. Ensure timely and effective loan repayment collection by implementing the Company's collection policies and maintaining portfolio quality within assigned areas. Monitor, coach, and support team members to achieve collection targets while ensuring compliance with the Company's collection procedures and customer service standards. Prepare and submit daily operational reports, sales activities, portfolio performance, collection updates, and other required reports to the Branch Manager or immediate supervisor in a timely and accurate manner. Perform any other duties and responsibilities assigned by the Branch Manager, Senior Management, or the Company to support overall business operations.
Lead financial strategy, planning, budgeting, and forecasting. Manage cash flow, capital structure, and investment strategies. Ensure accurate financial reporting in compliance with applicable laws and standards. Oversee treasury, accounting, tax, internal audit, and investor relations functions. Communication with all domestic and overseas fund providers. Negotiating official deals for the Company’s interest. Building and nurturing relationship with key potential parties including banks, fund providers, investor, auditors and legal counsel. Coordinating and directing the preparation of the budget and financial forecasts and report variances. Monitoring to publish timely monthly financial statements report to CBM and other fund providers. Analyzing financial data and Developing plan for the financial growths. Drive financial and operational KPIs, improving overall financial performance. Manage fundraising processes, including debt and equity financing. Ensure robust internal controls and risk management systems. Research technical accounting issues for compliance. Managing to smooth all finance and accounting operations. Ensure quality control over financial transactions and financial reporting. Develop and document business processes and accounting policies to maintain and strengthen internal controls. Stay updated on financial regulations and implement necessary compliance frameworks.
Assist to corporate office and manage to Management calendar & business meeting To keep under review all legislative, regulatory and governance developments that might affect decision making or the organization’s operations. Developing a business development strategy focused on financial gain. Conduct research to identify new markets and customer needs. Arranging business meetings with prospective clients. Ensuring that people entitled to do so can inspect company records. Initiate the other business unit of company. Working in a client’s business or in an office. Book meeting rooms, set up conference calls and take messages and minutes during meetings Attending conference, meeting and industry events. Ensuring that people entitled to do so can inspect company records. Initiate the other business unit of company. Make and confirm travel arrangements. Arrange Visa Process for Senior Management and Oversea Branch Employees. Ad-hoc assigned by Senior Management.