Professional Loan Officer

Overview

The success of any organization relies on the availability of necessary resources to achieve its goals, and one of the problems many institutions face is relying on unqualified individuals to provide financial resources. Therefore, this program aims to enhance the efficiency of participants in professionally executing the tasks of a finance officer.

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Outcome

Understand the duties of a finance officer ;the roles they assume while performing their job responsibilities=.Prepare the finance file and the terms and policies of grants (specific to the institution)=Managing the finance portfolio in terms of production, collection, and portfolio quality.=attract new clients, evaluate clients, and estimate the value of financings.=

Prepare the finance file and the terms and policies of grants (specific to the institution)

Manage the finance portfolio in terms of production, collection, and portfolio quality.

attract new clients, evaluate clients, and estimate the value of financings.

Prepare work plans and reports.

Details

Developed by: Beacon FinTrain
Total Hours: 24 Hrs
Language: English - Bilingual "English & Arabic"
Modalities: 
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Outline

  • Microfinance provides financial services to low-income individuals or those lacking access to traditional banking.
  • Aims to offer small loans, savings accounts, insurance, etc., tailored to underserved populations.
  • Global Definition and Egyptian Financial Regulatory Authority's Definition:
  • Financial Services Needed by Microfinance Clients:
  • Importance of Small Projects Economically:
  • Importance of Targeting Microfinance Segments:

  • Encompasses legal and regulatory frameworks defining how the institution is established and operated.

  • Market Research and Financial Product Design:
  • redit Analysis: Definition, Pillars, Importance, Risks:
  • Five Principles of Customer Evaluation:
  • Evaluating Customer Activity and Determining Financing Goals:

  • Estimating Cash Flows:
  • Calculating the Income Statement for the Client's Project:
  • Preparing a Simplified Financial Statement for the Client's Project and Estimating Financing Needs:
  • Managing and Diversifying the Financing Portfolio:
  • Effective Communication and Product Management:

  • ustomer Service and Portfolio Monitoring:
  • Payment Follow-up:

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Who Should Attend

  • Branch finance officers, especially newly appointed ones (complete content).
  • Supervisors directly overseeing finance officers, such as team leaders (complete content)
  • Support teams from various departments (topics related to microfinance history, customer service, and reports).

Why Beacon

Quality

Beacon FinTrain prioritizes excellence in every service, ensuring top-notch, reliable, and consistent outcomes that meet and exceed client expectations.

Specialization

We focus on finance, offering expert knowledge and bespoke solutions that cater to the unique needs of finance professionals in the Middle East and Africa.

Punctuality

Time is money. We respect deadlines, delivering precise and timely results to help our clients stay ahead in the fast-paced financial world.

Guidance

Beacon FinTrain is a guiding light in finance, providing insightful advice and support to navigate the complexities of financial markets and regulations.

Integrity

We uphold the highest ethical standards, fostering trust and transparency in all our dealings to build lasting relationships with clients.

Flexibility

Adapting to the dynamic finance sector, we offer versatile services and solutions that align with the evolving needs of our clients.