Processed client's loans requests.
Identified client's needs and recommended various products and services to address their
concerns.
Coordinated and escalated concerns to other departments for immediate resolution.
Managed notifications and reports.
Handled various customer and client calls.
Handled appointment requests and scheduled meetings with clients and appropriate personnel
within the company.
Recorded and documented minutes of the meeting and sent them to all meeting attendees.
Handled incoming and outgoing email correspondences.
Carried out cash drawer reconciliation tasks.
Handled clerical and other administrative work.
Monitored and kept track of office supplies.
Kept records of clients and customers for administration and reference purposes.
immediate resolution.