Account Officer

Summary of Responsibilities

Client Relationship Management:

Build and maintain strong relationships with clients acting as the main point of contact for all accountrelated

inquiries.

Understand clients financial goals and needs to provide personalized service and solutions.

Loan Processing and Documentation:

Assist clients in the application process for property financing ensuring all required documentation is complete

and accurate.

Collaborate with internal teams to facilitate smooth loan processing and approval.

Financial Consultation:

Conduct financial consultations with clients to understand their property financing requirements and

recommend suitable products and services.

Provide information on interest rates repayment terms and other relevant financial details.

Transaction Management:

Address client inquiries concerns and complaints promptly and professionally.

Provide ongoing support to clients throughout the entire property financing process.

Oversee financial transactions related to property financing ensuring accuracy and compliance with internal

policies and regulations.

Monitor and track loan disbursements repayments and other financial activities.

Risk Assessment:

Assess the creditworthiness of clients by analyzing financial statements credit reports and other relevant

documents.

Collaborate with risk management teams to mitigate potential risks associated with property financing.

Address client inquiries concerns and complaints promptly and professionally. Provide ongoing support to clients throughout the entire property financing process

Stay informed about industry regulations and compliance requirements related to property financing.

Requirements