Relationship Specialist - San Francisco
San Francisco, CA, United States
Relationship Specialist - San Francisco APPLY NOW ORIX METRO Leasing and Finance Corporation Candidate must possess at least a Bachelor's/College Degree, Doctorate Degree, Post Graduate Diploma / Master's Degree, Professional License (Passed Board/Bar/Professional License Exam) on Business Studies/Administration/Management, Finance, Marketing.
Fresh Grad / Entry Level specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.
Required skill(s): Sales and Marketing, Finance, Upsell, Customer Service.
Responsibilities Specific Duties and Responsibilities
Responsible for the day-to-day transaction and account management, monitoring of existing accounts
Prepares Financial Package and Credit Reports for existing accounts subject for yearly renewal.
Evaluates and Analyzes Financial Statements
Evaluates client’s financial capacity based on submitted documents.
Conducts qualitative analysis of the credit worthiness of the potential or existing borrower.
Directs and supervises all loan documentation, loan management, loan pricing, sales, and marketing.
Generation of Loan Assets through product development involving product conceptualization, documentation, pricing, sales and marketing.
Ensures that all loan accounts conform to the regulations set-forth by the BSP, the Bank and other regulatory groups;
Monitors maturing PNs for existing accounts.
Requests CI for existing accounts subject for yearly renewal.
Additional Requirements Qualifications:
Must be a graduate of any Business Course.
At least 1 year of Leasing and Financing experience is a plus.
Must be willing to work on-site
Must be willing to be assigned in San Francisco, Agusan del Sur
Fresh graduates are most welcome to apply
Additional Info
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