Marketing Assistant – Support Account Officer

About the role

We are looking for a Marketing Assistant to support our Account Officer in client interactions and the preparation of financial and credit documentation for RCBC Leasing. The role blends marketing insight with financial analysis to help drive loan portfolio performance.

Key responsibilities

• Join the Account Officer on client calls to gather information and provide assistance.
• Prepare financial spreads, projections and profitability analyses using client‑provided financial statements.
• Draft and compile the documents required for credit and recommendation memoranda.
• Conduct credit investigations and coordinate appraisal or inspection of collaterals 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 tracking.

Required profile

• Graduate of a Bachelor of Science in Business Administration, majoring in Marketing Management or Financial Management.

Required skills