-
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.