Job Description Responsible for providing administrative and clerical support related to the processing of loans and issuance of branch documentation in accordance with regulations, policies, procedures, and strategies.
Duties and Responsibilities: Operations Support Handles loan inquiries and conducts initial interviews of walk-in customers/clients.
Ensures completeness of all information in the personal information sheet.
Records and encodes customer records in PIS Register and Web Application System.
Submits records to the branch manager for dispatching to CCI.
Conducts verification with CMAP as part of the initial investigation of loan applicants.
Assists the branch manager in monitoring the status of records assigned to CCI.
Prepares contracts and other precautionary papers needed for processing loan applications.
Requests quotations for necessary insurance coverage.
Computes monthly installments, prepares, and issues direct loan receipts.
Prepares notices of credit decisions and relays to branch managers for communication with clients.
Issues and encodes post-dated check acknowledgment receipts for those with PDCs and coordinates with the branch manager.
Documentation Facilitates and ensures completeness of loan contracts and other necessary documents.
Issues and encodes daily loan receipts in the web.
Sets up accounts and prepares customer visit cards for assignment to CCI.
Prepares Check Vouchers to disburse processing dues and sets up envelope jackets for proper safekeeping and monitoring.
Transmits complete sets of loan documents for loan proceeds.
Maintains accurate and systematic records management for easy retrieval.
Assists in the preparation of client file folders.
Administrative Assists in the recruitment of at least four coordinators per week.
Establishes and maintains good relationships with clients and agents.
Assists in the training and orientation of newly hired loan clerks.
Assists in the replenishment of branch accountable and non-accountable forms.
Qualifications: Candidate must possess at least a Bachelor's/College Degree in any field of study.
1 Year of experience in Banking/Financial Services or equivalent is an advantage.
Can communicate both orally and in writing.
Computer literate (Microsoft Word & Excel).
Team player, acts quickly, and has the ability to anticipate situations and act accordingly.
Candidate must be willing to work in San Fernando, La Union.
Fresh graduates are welcome to apply.
Job Types: Full-time, Permanent Benefits: Health insurance Life insurance Schedule: 8-hour shift Day shift Supplemental Pay: 13th month salary Commission pay #J-18808-Ljbffr