Sales / Admin

The Sales/Admin role supports both sales operations and administrative functions to ensure efficient document handling, loan release processing, and office support.

• Manage & monitor the routing and filing of all documents coming in and out of the Department.
• Conducts documentary checking on received loan application documents.
• Responsible for processing insurance applications and loan release for the Branch.
• Generate reports and statements for internal use.
• Responsible for encoding turn-ins in MIS and CRM.
• Responsible for transmitting the Brown Envelope (Loan Release Documents) and Green Folder (Requirements of Released Accounts) to the Compliance Associate.
• Responsible for notarization of Promissory Notes (PNs).
• Responsible for checking lacking documents and all turn-ins.
• Assists in loan releasing — printing post-dated checks (PDCs) and emailing insurance.
• Scanning of PDCs and...