To work for a challenging position in a competitive environment to build personal credibility efficient performance for long-term career development and growth.
Loan Disbursement
Loan Recovery
Maintain files manually and on system.
Account opening
Account opening
Deposit
Financing
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Develop marketing strategies to compete with other individuals or companies who sell insurance.
Confer with clients to obtain and provide information when claims are made on a policy.
Match order forms with invoices, and record the necessary information.
Prepare purchase orders and expense reports.
Calculate costs of materials, overhead and other expenses, based on estimates, quotations, and price lists.
Debit, credit, and total accounts on computer spreadsheets and databases using specialized accounting software.