Sentences with phrase «client completing the application form»

Not exact matches

To invest directly it is necessary you and your clients read the relevant fund Product Disclosure Statement (PDS) and the accompanying Additional Information booklet before completing the Application Form.

First of all, we never charge our clients any fee for completing the online application form performed on the website meaning that the service offered by our company is totally free.

After completing the New Client Intake Form, you should prepare for the web - conference by downloading the free, commercial web - conferencing application.

We very occasionally find that a client will lose their Internet connection or their computer will crash, etc. before they have finished completing the application form.

A: Typically, when candidates complete their application forms for employment with a Sterling Talent Solutions client, our client also asks the candidate to provide the necessary personal information to perform a Criminal Record Check.

Assisted clients in completing application forms and understanding terms and conditions of auto insurance

• Wrote a small booklet on prequalification requirements, as part of the client education program • Prepared complete loan application packages and appropriately input loan applications • Advised and educated clients on home - buying or refinancing processes in a bid to better their mortgage obtainment chances • Prepared loan applications and assist clients in filling them out • Provided clients with information on rate info and associated fees • Collected all required documents from clients and converted them into paperless form • Submitted mortgage loan applications and followed up to expedite them

• Assisted clients in filling out loan application forms and ensured that all information is correct and complete • Provided clients with information regarding the bank's financial products and services • Verified information provided by clients by contacting their employers and credit bureaus • Ascertained that all paperwork and additional documents are present with each loan application • Followed up on loan statuses and provided clients with information on which stages their applications are on

Professional Duties & Responsibilities Served as technical consultant and engineer for varied technology companies Responsible for major client accounts including Emerson Motors Therm - O - Disc Designed, developed, and launched multiple programs for a variety of applications Created backend logic for E-Warranty System and integrated with Oracle E-Business Suite Database using PL / SQL procedures Wrote scheduled interfaces for data extraction and loading into Oracle E-Business Suite Developed Oracle Reports using Oracle Developer Suite 10g, XML Publisher, and OBIEE Significant experience in design, development, and testing of E-Business Suite Oracle Apps 11i, D2K Forms, Reports 6i, XML Publisher Reports, Discoverer Reports, Conversion & Interfaces, Oracle apps modules inventory, Order Management, BOM, WIP, AR, AP, GL, and Install Base Completed multiple academic projects utilizing Java Swings for Object Oriented Programming, VB6, Oracle Database, Oracle 9i, Developer 2000, and Autocad Performed all duties in a professional, positive, and timely manner

Passports and Consular Officer — Customer Service Duties & Responsibilities Deliver on - site support to all departments and coordinate all daily business efforts through effective collaboration and communication with team members while providing and ensuring a high - quality customer service experience Track, file, and view important documents, applications, information and records on a daily basis, organizing and maintaining sensitive files in an efficient and organized manner Develop and employ a working knowledge of related procedures, regulations and legal applications with respect to the administration of organizational services Act as a liaison between all interested parties to ensure effective information flow, exceptional customer service, efficient operations administration and timely issue resolution Prepare various materials as well as manage all data and information with the utilization of various software applications, including word processing, database and spreadsheet programs Collaborate in the execution of various operational aspects, including statistics management, information exports and backups, and regular records updates Support various reception functions, including acting as first point of contact to guests as well as ensuring the placement of accurate and up - to - date information related to services and fees throughout reception area Address and resolve client queries and issues in a timely manner, researching all topics thoroughly for complete solutions Provide translation and interpretation services as needed to on - site and Australia - based staff in relation to complex consular matters, including official meetings and functions Maintain security of and access to sensitive information, systems and other data Provide phone coverage as needed as well as manage various forms of critical correspondence Assist mid - and senior - level management with various other duties as assigned to facilitate efficient administrative and business operations