Responsible for the providing administrative and clerical support related to the processing of loans and issuance of branch documentations in accordance with regulations policies, procedures and strategies.
Duties and Responsibilities:
1. Operations Support
· Handles loan inquiries. Receives, evaluates and conducts initial interview of walk-in customers/clients
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· Ensures completeness of all the information appearing in the personal information sheet
· Records and encodes customer record in PIS Register and Web Application System
· Submits records to the branch manager for dispatching to CCI
· Conducts verification with CMAP as part of initial investigation of loan applicant
· Assists the branch manager in monitoring the status of the record assigned to the CCI
· Prepares contracts and other precautionary papers needed for processing loan applications
· Requests for quotation necessary insurance coverage
· Computes for monthly installment, prepares and issues direct loan receipt
· Prepares notice of credit decisions and relays to the branch managers who communicate approval/disapproval of loan application to client
· Issues and encodes post-dated check acknowledgement receipt for those with PDC's and coordinates with the branch manager
2. Documentation
· Facilitates and ensures completeness of loan contracts and other necessary documents
· Issues and encodes daily loan receipts in the web
· Sets up the account and prepares the customer visit card for assignment to the CCI
· Prepares Check Voucher to disburse processing due. Sets up envelope jacket for every processing due disbursed for proper safekeeping and monitoring
· Transmits complete set of loan documents for loan proceeds
· Maintains accurate and systematic records management for easy retrieval
· Assists in preparation of clients file folders
3. Administrative
· Assists in the recruitment of at least four coordinators in a week
· Establishes and maintains good relationship with clients and agents
· Assist in the training and orientation of newly hired loans clerk
· Assist in the replishment of branch accountable and non-accountable forms
Qualifications:
· Candidate must possess at least Bachelor's/College Degree in any field of study
· 1 Year Experienced Employee specialized in Banking/Financial Services or equivalent is advantage
· Can communicate both oral and written
· Computer literate (Microsoft Word & Excel)
· Team player, acts quickly and has the ability to anticipate situation and act accordingly
· Fresh graduates are welcome to apply
Job Types: Full-time, Permanent, Fresh graduate
Benefits:
- Health insurance
- Life insurance
Schedule:
- Day shift
Supplemental pay types:
- 13th month salary
Education:
- Bachelor's (Preferred)
Experience:
- Customer service: 1 year (Preferred)
