Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation... Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities...
documentation on all collection actions taken such as telephone conversations, alternative financial arrangements, letters mailed... collection strategy by analyzing the borrower’s financial situation, reviewing the borrower’s loan application and other file...
, and asset management and financial planning groups to promote smooth workflow, identify and resolve problems, advance the firm..., an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the...