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Customer Service Loan Specialist

Toronto, ON, Canada
January 29, 2024

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RODRICK JOSHUA G. VICTORIO 42 Yore Rd, Toronto, Ontario, M6M 1W5


Highly motivated and detail-oriented Account officer and Loan Specialist with 3 years of experience in the banking industry. Proven track record of successfully managing client accounts and facilitating loan processes. Skilled in assessing creditworthiness, analyzing financial data, and providing exceptional customer service. Strong interpersonal and communication skills with the ability to build and maintain relationships with clients. Excellent problem-solving abilities and a deep understanding of financial regulations and lending practices.

Skills & Abilities:

Credit assessment

Loan processing

Financial analysis

Relationship Management

Customer Service

Risk Management

Compliance and Regulatory Knowledge

Communication Skills


Account officer/Loan Specialist, Rural Bank of Lebak Inc., Sultan Kudarat, Tacurong City 9800 (June 2020-August 2023)

Manage a diverse portfolio of clients, ensuring their financial needs are met and providing personalized banking solutions.

Assess creditworthiness and evaluate loan applications, ensuring compliance with lending policies and regulations.

Conduct thorough financial analysis and risk assessments to determine loan eligibility and terms.

Build and maintain strong relationships with clients, providing ongoing support and guidance throughout the loan lifecycle. Education

Notre Dame of Tacurong College, National highway, Tacurong City 9800 Bachelor of Science: Business Administration Major in Financial Management. (2016- 2019)

Tacurong National Highschool, Sultan Kudarat, Tacurong City 9800


Technical Education and Skills Develpoment Authority National Certificate level 2 in Computer Systems Servicing

(October 2023-Novemeber 2023)

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