Marketing Assistant

Job Summary:

Responsible for assisting the Account Officer in the management and servicing of accounts.

Duties and Responsibilities:

• Monitors clients’ maturing obligation with the Bank and ensures prompt payment.
• Prepares Line Availment Sheets, and routes the same for approval and for posting by Loan Operations Department.
• Prepares loan availment related documents (PNs, Disclosure Statement, Deed of Assignment, TRs, etc.)
• Gathers reports/data needed by AO in the preparation of credit proposals, including Audited FS, CASA ADB/Balances, Actual APA, Loandex/NFIS reports, General Information Sheet, Trade Checkings reports, and other information that the AO may request to be extracted from the system or requested from client/other sources.
• Prepares Projected APA.
• Assists AO in the financial spreading.
• Assists AOs in the preparation of Offering Memos.
• Prepares loan ...