JOB OBJECTIVE:
Performs administrative functions such as facilitating the release of loan checks and ensuring compliance of the borrower to loan documents/requirements.
RESPONSIBILITIES:
Informs the client regarding loan charges such as monthly amortization, deductions, penalties, net proceeds, and documentation requirements prior to the release of the loan.
Ensures that borrower/co-borrower/co-maker complies with the required documents prior to the release of loan proceeds.
Checks the completeness, validity, and authenticity of all documents submitted by the borrower/co-borrower/co-maker.
Facilitates signing of legal documents to borrowers/co-borrowers/co-makers such as Promissory Note (PN), Disclosure Statement (DS), Chattel Mortgage (CHM), Dacion En Pago, Voluntary Surrender (for collateral), and Deed of Assignment as applicable.
Prepares the Post-Dated Checks (PDCs) and provides a printed copy of the PDC list to the Treasury Assistant.
Prepares and submits the following reports to the Immediate Superior on a daily and monthly basis:
Accounts Released - Treasury Head
For Mortgage Collateral Accounts Released - Documentation Assistant
Facilitates the releasing of loan proceeds to borrowers after completing the required documentation and cancellation of loan checks that are not claimed by borrowers.
Encodes all information of the loan borrower in the database system (master file).
Prepares check requests for rebates, refunds, agent's commission, net proceeds, cash cards, and opening of checking accounts.
Consolidates and ensures proper filing of all loan documents.
Performs other work-related functions that may be assigned from time to time.
Job Type: Full-time
Benefits:
Additional leave
Company Christmas gift
Company events
Opportunities for promotion
Paid training
Schedule:
8 hour shift
Supplemental Pay:
13th month salary
Overtime pay
Yearly bonus
Application Question(s):
Rate your Microsoft Excel skills, 1 (Lowest) to 10 (Highest)
Willing to conduct hands-on training in our Head Office (Ortigas, Pasig) for a MINIMUM of two weeks with other new hires? Accommodation, transportation budget, and meals will be provided.
Are you willing to be assigned to any of our North Luzon branches if there is a need to train newly hired Loan Associates? A training budget will be provided (Accommodation, meal, and transportation budget).
Education:
Bachelor's (Preferred)
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