Reengineering of Processes at Banco W S.A.
The process involves multiple steps, starting with the receipt of the credit application, including various methods such as referrals, calls to former clients, and flyering. After the initial contact, there is a characterization phase conducted either through a call or in-person.
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Reingeniería de Procesos en Banco W SA - Proceso Actal 6.Notificación y Desembolso Cash disbursement Digital signature of the promissory note Meeting at the office Approval call to the client 5.Presentación y Aprobación de Crédito Validation and approval by committee Presentation to the branch manager 4.Visita del analista de crédito Qualitative and quantitative evaluation Collection of relevant information On-site evaluation of the business 3.Programación de visitas Coordination of business visit Confirmation of potential client 2.Autorización para verificación de experiencia financiera Verification of credit history and score Physical authorization for inquiry 1. Recibo de Solicitud de Crédito Prior Characterization (call or in-person) Options Approaching the bank Referrals Calls to former clients Flyering
