The bank has been in charge of establishing the necessary protocols for the good of itself, the clients and the people involved in the entire process required for requests to the bank, in addition to that, outsourcing has its own internal policies that help improve and optimize processes. They are very well developed management policies for the proper functioning and management of situations.
And what obligations does the client have in the process of applying for the loan?
According to the information that you provide me, I take it for granted that the sales force management has good process management and each role is attended to according to the policies established by the bank and authorized outsourcing. Thank you for assisting me
Of course, those in charge of the sales force are the commercial executives and their respective coordinators, where clients who carry out the credit application process through a commercial executive and their assigned coordinator are in charge of following the entire process at the time. that the documents are obtained with the signature and fingerprint of the client.
Based on the information presented and knowing the role that each of the people involved must fulfill, do you think that the processes are adequate for the sales force?