Independent Sales Agent
Current• Conducting research and finding potential clients to explain the benefits of acquiring a non-collateral additional funding to further expand their business.• Develop new accounts through client referrals.• Building client network through one on one discussion, emails, and phone calls.• Answering client’s inquiries and clarifications, making sure to meet client’s immediate funding requirement.• Facilitating client’s loan application, particularly submission of client’s… Show more • Conducting research and finding potential clients to explain the benefits of acquiring a non-collateral additional funding to further expand their business.• Develop new accounts through client referrals.• Building client network through one on one discussion, emails, and phone calls.• Answering client’s inquiries and clarifications, making sure to meet client’s immediate funding requirement.• Facilitating client’s loan application, particularly submission of client’s documents for processing.• Analyzing the current financial condition of the client and the business, through submitted financial documents.• Personally assisting the client during loan release.• Monitoring own clients’ payment schedules and assisting over possible payment extension requests.• Monitor current situation of clients business.• Monitoring client’s additional loan or renewal applications.• Understanding the market, current situation of business per industry, and competitors. Show less