The Marketing Assistant acts as a support to the Account Officer during client calls, preparation of documentation, and preparation of reports.
How will you contribute?
Joins the Account Officer in client calls
Prepares financial spreads/projections, account profitability analysis from financial statement and other information submitted by the client.
Prepares the necessary documents needed in the preparation of th credit and recommendation memorandum
Requests from CRESSD t conduct the following: credit investigation on borrower and appraisal/inspection of collaterals
Prepares credit and loan documentation
Updates credit and loan files
Assists the account officers in preparing the monthly reports such as the status report on loan portfolio, past due ccounts, accounts in pipeline, and others.
What will make you successful?
Graduate of BSBA Marketing Management/Financial Management
