Overview

The Marketing Assistant acts as a support to the Account Officer during client calls, preparation of documentation, and preparation of reports.

Responsibilities

• Joins the Account Officer in client calls
• Prepares financial spreads/projections, account profitability analysis from financial statement and other information submitted by the client.
• Prepares the necessary documents needed in the preparation of th credit and recommendation memorandum
• Requests from CRESSD t conduct the following: credit investigation on borrower and appraisal/inspection of collaterals
• Prepares credit and loan documentation
• Updates credit and loan files
• Assists the account officers in preparing the monthly reports such as the status report on loan portfolio, past due ccounts, accounts in pipeline, and others.

Qualifications

• Graduate of BSBA Marketing Management/Financial Management