Account Manager
Vancouver, British Columbia, Canada
• Actively monitor and manage the relationship with clients by fully understanding theirgoals, objectives, and status• Analyzed customer’s income, assets, investments, and debt related information andadvised customers on financial products to meet their needs• Prepared credit proposals for customers which included various types of mortgageloans and commercial loans• Facilitated entire loan process for the customer and ensured compliance to rules and Facilitated entire… Show more • Actively monitor and manage the relationship with clients by fully understanding theirgoals, objectives, and status• Analyzed customer’s income, assets, investments, and debt related information andadvised customers on financial products to meet their needs• Prepared credit proposals for customers which included various types of mortgageloans and commercial loans• Facilitated entire loan process for the customer and ensured compliance to rules and Facilitated entire loan process for the customer and ensured compliance to rules and regulationsregulations Show less