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Propuesta de crédito y comité

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Formación asesores empresariales

Created by

Corporación Interactuar
Corporación Interactuar
Colombia

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Propuesta de crédito y comité
 

Propuesta de crédito y comitéOnline version

Formación asesores empresariales

by Corporación Interactuar
1

¿Cuál de los siguientes elementos NO hace parte de la estructura de presentación de un crédito ante comité?

2

¿Para qué sirve el checklist de originación?

3

¿Quién define el nivel de atribución cuando hay una excepción identificada?

4

Si no existen soportes de ventas, ¿qué se espera que el asesor haga?

5

El flujo de ingresos del cliente se puede mezclar entre negocio y familia siempre que esté bien sumado.

6

Las referencias zonales deben registrarse en Salesforce con nombre, teléfono y observación.

7

El asesor puede proponer cualquier monto mientras el cliente lo pida y lo quiera pagar.

8

El rol del líder es verificar que todo esté validado antes de llegar al comité.

 
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