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Summary
Experienced Loan Officer ME and Investment
Associate with a proven track record of securing capital and delivering solid investment advice. I'm passionate about helping clients achieve their financial dreams, offering tailored solutions, and
building lasting, trust-based relationships.
Experience
Loan Officer ME
Drove business growth by evaluating loan needs for MSME/small business clients, managing loan processes, collecting client feedback, and promoting KMBL products through competitor analysis.Ensured high service quality by cultivating strong client relationships, addressed inquiries promptly, and proactively met internal service standards to prevent complaints. Effectively managed loan portfolios by ensuring on-time MSME loan repayments, conducted client follow-ups, and adhered to KMBL policies and Prudential Regulations for compliance.
Investment Associate
Identified tailored investment opportunities, generated leads, and maintained strong client relationships.Scheduled meetings, ensured compliance, and met service standards while tracking fund performance. Studied Prudential regulations to maintain complete compliance with Al Ameen funds policies.
