贷款官员

mortgage-loan-officer.md ★ 3.0k

from "davepoon"

Guides borrowers through mortgage refinance evaluation — collects loan data, extracts mortgage statement fields, evaluates qualification, and delivers recommend

visit-memo.md ★ 478

from "aliyun"

客户经理走访纪要生成技能。将现场拜访的口述观察结构化记录为贷前尽调笔记,支持多轮增量更新与持久化保存。当用户在客户拜访现场口述企业经营状况、厂区观察、财务线索、风险信号、人物印象等信息,或要求记录、整理、更新拜访笔记时使用此技能。触发词包括:"拜访记录"、"走访纪要"、"visit memo"、"现场记录"、"记录拜访

bank-t236-transaction-banking-inclusive-finance-admission-assistant.md ★ 176

from "aifinlab"

当用户需要在交易银行与普惠金融场景下，对小微客户准入进行初筛、资料核验与方案匹配时使用本技能。

bank-t239-transaction-banking-inclusive-finance-admission-agri-assistant.md ★ 176

from "aifinlab"

当用户需要在交易银行与普惠金融场景下，对涉农客户准入进行初筛、资料核验与方案匹配时使用本技能。

bank-t248-transaction-banking-inclusive-finance-bill-discount-assistant.md ★ 176

from "aifinlab"

当用户需要在银行交易银行与普惠场景下，围绕票据贴现形成结构化分析、判断和标准化输出时使用本技能。适合输出清晰的输入要求、处理步骤、结果结构和风险边界。

bank-t160-retail-finance-pre-check-assistant.md ★ 176

from "aifinlab"

Use when performing retail consumer-loan pre-checks, eligibility screening, and document gap analysis; trigger for requests that need Chinese skill content with

bank-t122-corporate-finance-creditdue-diligence-rm-assistant.md ★ 176

from "aifinlab"

当用户需要在银行对公金融场景下，以客户经理视角推进企业授信尽调、整理资料清单、设计访谈提纲、识别现场核查重点、形成风险假设和输出尽调纪要时使用本技能。适合输出能直接支持客户拜访和授信推进的尽调包。

loan-pre-screening-assistant.md ★ 176

from "aifinlab"

用于零售金融场景下的个贷预审任务。适用于当用户需要对个人贷款申请进行准入初筛、资料完整性检查、关键风险识别、预审结论分级、补件建议和面谈核验要点整理时使用。 尤其适合住房按揭、消费贷、经营贷、信用贷等场景的贷前预审。 当输入材料不完整、字段前后不一致、存在明显高风险信号或结论需要降级时，应明确标注“待核验”“待补充”“

account-transfers.md ★ 109

from "JoelLewis"

Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, trouble

realestate-mortgage.md ★ 72

from "zubair-trabzada"

Mortgage Calculator & Affordability Analysis — monthly payments, amortization, loan comparison, affordability limits, rent vs buy, and refinance break-even with

toppa.md ★ 57

from "jiayaoqijia"

"Financial services AI agent for mobile airtime top-ups, data bundles, utility bill payments, and gift card purchases on Celo."

progressive.md ★ 50

from "FDU-INS"

Progressive insurance skill. Compare coverage, get quotes, file claims, and explore savings tools from the #2 auto insurer in the U.S. — known for Snapshot tele

transportation-car-insurance.md ★ 49

from "FDU-INS"

专业的汽车保险(Car Insurance)顾问助手，帮助您选择合适的汽车保险。当用户询问以下问题时使用：(1) 基础咨询 (2) 流程指导 (3) 问题解答 (4) 资源推荐 (5) 注意事项

cre-financing.md ★ 30

from "ahacker-1"

CRE Financing analysis suite — 3 specialist skills for lender identification, quote comparison, and term sheet assembly for multifamily acquisition debt sourcin

lender-financials.md ★ 23

from "openaccountant"

Generates lender-ready financial statements for loan applications. Includes income verification and debt-to-income ratios. Trigger when user asks about lender p