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Marketing Assistant – Support Account Officer

RCBC · Makati

Junior 🇬🇧 English

Job description

About the role

The Marketing Assistant will work closely with the Account Officer to support client interactions, prepare financial documentation, and generate regular reports. This position blends marketing support with finance‑focused tasks in a leasing environment.

Key responsibilities

  • Join the Account Officer on client calls to capture requirements and provide assistance.
  • Prepare financial spreads, projections and profitability analyses using client‑provided statements.
  • Draft and compile documents required for credit and recommendation memoranda.
  • Conduct credit investigations and coordinate collateral appraisal/inspection as requested by CRESSD.
  • Prepare and maintain credit and loan documentation, ensuring files are up‑to‑date.
  • Assist in the preparation of monthly reports, including loan portfolio status, past‑due accounts, and pipeline updates.

Required profile

  • Graduate of a BSBA program in Marketing Management or Financial Management.

Required skills

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    Published 3 months ago

    21 views · 0 interested

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    RCBC

    Makati