Rosabon Financial Services Sales Executive - Salary Loan / Wealth Management - Osun Jobs in Nigeria; The Rosabon Sales Executive is required to collect and prepare all materials needed to process transactions (loans and investments). He/ She will also responsible for reviewing loan applications evaluating the potential risks of granting loans to applicants.
Duties
• Evaluate credit worthiness by processing loan applications and documentation within specified limits
• Interview applicants to determine financial eligibility and feasibility of granting loans
• Determine all applicable ratios and metrics and set up debt payment plans
• Communicate with clients either to request or to provide information
• Justify decisions (approvals/rejections) and report on them
• Complete loan contracts and counsel clients on policies and restrictions
• Review loan agreements to ensure that they are complete and accurate according to policy
• Update account records, Compute payment schedules and transactions on ERP
• Confer with underwriters to aid in resolving loan application problems.
• Update job knowledge on types of loans and other financial services
• Assess customer needs, explore all options and introduce different types of loans
• Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish
quotas
• Go the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the
underwriting process
• Operate in compliance with laws and regulations and adhere to lending compliance guidelines
• Deposit mobilization to meet set targets
Key Performance Indicators
• Meet Set Monthly loan and
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