Commercial Banking Service Assistant (Lucena, Batangas)

The Commercial Banking Service Assistant is responsible for assisting the Relationship Manager in the implementation of loan transactions and customer servicing functions.Requests checking with other departments (e.G. appraisal, title verification, trade checking, business checking, etc.) and collates the results for evaluation of the RM/AOPrepares the documents needed to implement credit facilitiesMonitors submission of document and insurance deficiencies by client to ensure completeness of requirements; also maintains orderly files of documents for each account to facilitate monitoringPrepares special requests of clients such as Statement of Account, amortization schedules, interest payments, etc.Prepares various requests to all units such as but not limited to partial release of collaterals, collateral substitution, application/re-application of payments, instruction sheets, implementing memos, etc.Monitors loan repricing and maturity dates of clients managed by RM/AO through reports from mainframe systemsServices loan and trade transactions of clients and coordinates with booking unit and/or client to ensure implementation of a loan or trade transactionsPrepares instruction sheets on loan or trade transactions for the approval of RM /AOTypes promissory notesReviews and sends billing statements to clients and ensures that interest and principal amortizations due are collected and paid on time to avoid booking of accounts to past due and the client's incurring past due chargesPrepares reports/ provides information required by RM/AO, Market Head, Team Head and Division Head regarding accounts managedPerforms other administrative work that may be assigned from time to timeQualifications:Graduate of any 4 year Bachelor's/College Degree, preferably related to Business, Banking or FinancePreferably with knowledge and experience in banking processes in loans and customer serviceAdept in the needed MS Office systems, good interpersonal relationship, oral and written communication skills, service orientedWilling to be assigned in Lucena / Batangas#J-18808-Ljbffr