Researching prospects and generating leads.
Contacting potential and existing customers on the phone, by email, and in person.
Handling customer questions, inquiries, and complaints.
Preparing and sending quotes and proposals.
Evaluating credit worthiness by processing loan applications and documentation within specified limits.
Interviewing applicants to determine financial eligibility and feasibility of granting loans.
Determining all applicable ratios and metrics and setting up debt payment plans.
Communicating with clients either to request or to provide information.
Justifying decisions (approvals/rejections) and reporting on them.
Monitoring and updating account records.