Kinga Jurkiewicz

- Preliminary analysis of customer creditworthiness,
- Verification of the validity and authenticity of documents and data entered into the system,
- Customer verification in external databases,
- Verification of customer financial documents,
- Analysis of changes in contracts,
- Dealer services.

- After-sales service of credits (posting of payments, collection of funds)
- Making adjustments and changes in loan margins based on the reports provided
- Making credit insurance premiums and settling foreign currency balances before and after collecting funds
- Working with MS Excel, internal databases, DEF3000
- Control and authorization of operations performed by other team members and co-operation with other teams
- Reporting my work results using an internal database

- Checking the completeness and correctness of the substantive documentation of the loan in accordance with the Bank's guidelines
- Entering data from customers' financial statements into the banking system
- Preparing statements of customers covered by internal reviews in a given period and current monitoring of documentation flow
- Responsibility for the correctness and quality of the input data
- Working closely with the Middle Office Sales and Analysis Department and credit risk
- Produce reports on the quantity and quality of verified applications and data entered

- Archiving documents according to the Bank's standards (eg credit agreements, bank account agreements)
- Support of employees of the Branch in the implementation of current tasks (eg preparation of loan repayment schedules for Clients)
- Office administrative services (including outgoing correspondence service)