Job description
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
- Requests for quotation necessary insurance coverage
- Computes for monthly installment, prepares and issues direct loan receipt
- 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**:
- 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
- Fresh graduates are welcome to apply
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Iriga, Camarines Sur: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- Customer Service Representative: 1 year (preferred)
**Language**:
- English (preferred)