Paulo Gabriel Evero
Pasay City
Summary
Dynamic Sales Support Officer with a proven track record at Rizal Commercial Banking Corporation, excelling in client relationship management and effective sales presentations. Adept at delivering technical assistance and enhancing customer satisfaction, I consistently foster strong partnerships and drive product sales through strategic collaboration and attention to detail.
Overview
8
8
years of professional experience
Work History
Sales Support Officer
Rizal Commercial Banking Corporation
Bonifacio Global City, Taguig
07.2018 - Current
- Execute comprehensive reviews of the approved accounts from Credit Management Group. Conduct parallel review versus the approved loan amount, terms and other details, to ensure that the approval must be aligned.
- Devised and delivered technical presentations explaining options to customers about the amortizations schedule, offered rate, and Loan Agreement.
- Discuss and presents initial approval to clients via email and conduct a cold calls to discuss the approval and product. Attend client requests, negotiations about the prevailing rate and terms.
- Offered technical and non-technical support and services to clients and staff regarding product use, operation and maintenance.
- Developed relationships with key accounts through regular contact, providing excellent customer service.
- Collaborate with sales team to understand customer requirements, boost product sales and provide sales support.
- Process customer requests via email and calls (Viber/WhatsApp) promptly and accurately with attention to detail.
- Convince and encourage client/s to under go contract signing and arrange the venue that suits to clients convenience (Branches, Provincial Lending Centers).
- Monitor the signed documents and follow up compliance's to ensure completeness prior to turnover to booking unit.
Documentation Associate
RCBC Savings Bank
Bonifacio Global City, Taguig
05.2017 - 07.2018
- Assisted and managed the accounts.
- Prepares loan documents, such as the Loan and Mortgage Agreement, and the Deed of Undertaking/Assignment.
- Coordinates with the developers and clients application requirements needed for the loan approval.
- Check and scrutinize submitted requirements by the developer and client for the loan approval.
- Request credit investigation needed for the approval (NFIS, CMAP, Employment and Residence verification)
- Conduct and assists client's contract signing.
- Prepares LOG, SPA, Amortization schedule and Bank charges and discuss with the client/s
- Monitors the status of the accounts during the process.
- Check and follow up the required documents from the clients, branches, developers.
- Attend and assists client/s, developers, and branch inquiries and request.
- Perform other duties as may be required by immediate supervisor.
Education
Bachelor of Science - International Hospitality Managemant
Montessori Professional College International
Imus City, Cavite06-2014
Skills
- Customer Technical Assistance
- Sales Process Documentation
- Client Relationship Management
- In-Depth Product Knowledge
- Effective Sales Presentations
- Customer Relationship Development
References
References available upon request.
Timeline
Sales Support Officer
Rizal Commercial Banking Corporation
07.2018 - Current
Documentation Associate
RCBC Savings Bank
05.2017 - 07.2018
Bachelor of Science - International Hospitality Managemant
Montessori Professional College International
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