- Generate financial ratios, using computer programs, to evaluate customers' financial status.- Consult with customers to resolve complaints and verify financial and credit transactions- Confer with credit association and other business representatives to exchange credit information- Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.- Analyze credit data… Show more - Generate financial ratios, using computer programs, to evaluate customers' financial status.- Consult with customers to resolve complaints and verify financial and credit transactions- Confer with credit association and other business representatives to exchange credit information- Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.- Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money- Review individual or commercial customer files to identify and select delinquent accounts for collection- Evaluate customer records and recommend payment plans based on earnings, savings data, payment history, and purchase activity.- Complete loan applications, including credit analysis and summaries of loan requests, and submit to loan committees Show less

- responsible for the effective processing of Moneyline overdraft facilities, fund transfer and term loan activations, account cancellation, data input to systems, static maintenance of Moneyline accounts and disbursement.

Prepared documents for customers’ loan application. - Processed refinance loans for existing customers. - Verified customers’ employment information, obtained homeowners and flood insurance policies and new loan reviews. - Applied proper phone etiquette