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
- 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 form
Qualifications:
- Candidate must possess at least Bachelor's Degree in any field of study
- With experience in CS is an advantage
- Fresh graduates are welcome to apply
- 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
- Willing to be assigned in CUGMAN, CDO
Job Type: Full-time
Schedule:
- Day shift
Education:
- Bachelor's (Preferred)
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