Responsibilities

• Conduct calls to leads from various sources to offer MC loan, applying appropriate handling based on the source
• Offer MC loan to leads and convert them into loan applications
• Assist applicants in submitting complete application forms, conduct KYC, and secure other pertinent information or requirements for application processing
• Review submitted requirements or documentation from clients prior to endorsing to Credit
• Educate clients regarding the application process to manage expectations and avoid complaints
• Coordinate with approved clients and branch teams regarding releasing requirements and schedules; coordinate with dealers or unit providers if needed
• Submit loan documents of released accounts for review by the Direct Sales Operations Officer, as needed
• Update monitoring files required by the Officer
• Provide quick response and appropriate solutions to issues and com...