With a proven track record at Lifebank Foundation Inc, I excel in guiding clients through loan processes and managing financial documents, demonstrating both strong accounting experience and exceptional customer service skills. Achieved branch targets by fostering client relationships and maintaining high standards of document reconciliation, showcasing my project coordination and interpersonal abilities.
Conduct marketing,background and credit investigations for prospect clients
Achieving the actual total number target projected clients enroll and amount loan disburse
Maintained good relation with the partner clients and the transaction
Unit branch take incharge
Approval clients loan applied
Checking of unit files and reconciliation of all documents
Maintain the branch in good standing
Achieving the branch target projection actualize
Unit manager trainings,upskilling
Account officer trainings and seminar
Managerial trainings
Best Employee awards
Upskilling trainings