Loan Processor
Bank of Makati Inc.
12.2023 - Current
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
- Sending daily documents monitoring.
- Sending weekly monitoring via email to Head office.
- Ensuring the documents are complete before filing.
