Account Officer

Key Responsibilities

• Interviewing and preparing Credit Approval Memorandum (CAM) report based on submitted documents of the borrower.
• Conduct neighbourhood checking of residence and business area.
• Perform Third‑Party Verification such as bank checking, trade dealings for suppliers and clients, and employment verification.
• Verify DTI, SEC, PRC, character references, dealer price agreements, Kaiser Verification (64Ai), name screening via Facebook and Google, and obtain a screenshot of the collateral valuation.
• Prepare balance sheet and income statement, and complete the Client Risk Assessment Form.
• Monitor accounts on the area Ops Tracker based on area assignment.

Key Qualifications

• Candidate must possess at least a Bachelor’s/College Degree or relevant business‑related courses.
• Preferably 1–2 years of experience as an Account Officer specializing in handling people.