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 forms Qualifications: · Candidate must possess at least Bachelor's/College Degree in any field of study · 1 Year Experienced Employee specialized in Banking/Financial Services or equivalent is advantage · 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 · Candidate must be willing to work in Kalibo Panay Island, Aklan · Fresh graduates are welcome to apply Job Type: Full-time Schedule:
Day shift
Education:
Bachelor's (Preferred)
Experience:
Customer Service Representative: 1 year (Preferred)