Client Relationship Manager And Senior Sales Associate
Current• Collecting the needed financial documentation and assessing the clients' creditworthiness.• Calculating and analyzing the risk ratios of clients based on their credit score (credit history) and financial history (bank statement).• Approving or denying loan requests and communicating your decision to clients.• Setting up payment plans for clients explaining monthly installment amounts, interest rates, and other costs (fees).• Generate leads and consummate transactions.• Book customers details on CRM tools and ERP.• Making Inbound and Outbound calls to customers.• Analyzing customers' bank statements in order to know what they are qualified for.• Customer base of about 1 billion.• Exceeding/Surpassing target on monthly basis and in every cycle.