Loan Associate - Baler Branch [Philippines]


 

Qualifications:

  • Preferably with Bachelor's Degree in Accountancy
  • With at least one (1) year professional experience in Treasury or Accounting
  • Has knowledge of basic accounting practices, cash handling systems and processes.
  • Detail-oriented, precise and meticulous when preparing documentation
  • With high work ethics, sense of integrity and loyalty.
  • Highly organized, quick learner, and proactive
  • Has good interpersonal skills - can work well with others; build effective working relationships throughout the organization and external clients.
  • Computer-proficient

Duties and Responsibilities:

  • Releasing of accounts
  • Checking of authenticity and completeness of documents prior to release
  • Ensure completeness and accuracy of details of all legal documents
  • Preparing of transmittal PDC, Released Folders, Cancelled Accounts
  • Signing of legal documents as witness
  • Preparing of monthly reports Collateral monitoring, Take-risk releases
  • Collateral documentation
  • Releasing of loan proceeds and loan consultant’s commissions and incentives
  • Tagging of commissions in Sofia
  • Handling of internal and external customer’s queries and concerns
  • PCF handling and replenishment
  • Confirmation of Loan details in Sofia
  • Printing of BOB check
  • Requesting and releasing of certificate of full payment and collateral documents
  • ORCR and PDC pull-out
  • Branch reliever
  • Trainor of newly hired LPs
  • Branch visit (for Level-up and Roving LPTAs)

Job Type: Full-time

Schedule:

  • Day shift

Ability to commute/relocate:

  • Quezon: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Preferred)


 

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