Account Service Associate - Leyte

Metropolitan Bank & Trust Company; Leyte; On-site; PHP 240,000 - 480,000; Full time

Job summary

Metrobank in Leyte seeks an IBS Loans Assistant to support loan and trade transactions in coordination with operating units, compliant with BSP regulations. You will help ensure efficient servicing for IBS customers and contribute to timely processing of credit-related activities.

As a Staff member in Enterprise Services Sector / Loans Division / Corporate Service Management, you will liaise with customers and units, monitor maturities, prepare transaction media, verify documents, and handle

Qualifications

• Assist in meeting bank objectives for loan and trade transactions in IBS customers.
• Coordinate with Operating units and BSP regulations.

Responsibilities

• Liaises between IBS customers and Bank’s Operating units for loans/trade transactions.
• Monitors maturities; follow up clients on payments for loans/trade transactions; maintain records of outstanding loans and maturities.
• Assists in preparing transaction media to support credit approvals.
• Verifies authenticity and completeness of submitted documents.
• Reconciles billing; monitors outgoing communications and handles reimbursement claims.
• Ensures timely submission of BIR 2306/2307; prevents A/Rs and A/Ps; addresses Technical Past Dues.
• Dispatches letters, documents, requests; files and safekeeps accounts.

Job description

Be #InGoodHands with Metrobank!

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Job Summary

Assists in meeting the bank’s objective in terms of efficiency in servicing of all loan and trade transactions of IBS customers in coordination with the Operating units and in accordance with the Bank’s existing policies and BSP regulations.

Specific Duties & Responsibilities

• Liases between the IBS customers and the Bank’s Operating units relative to all loans and trade transactions.

• Monitors maturities and follow up clients on the payment due for all loan and trade transactions and maintains updated record of all outstanding loans / trade and maturities of accounts.

• Assists in the preparation of transaction media needed to recommend approval of proposed credits.

• Ascertains the authenticity and completeness of documents submitted.

• Reconciles billing from telephone companies. Monitors all outgoing facsimile messages of the unit and facilitates the reimbursement claims/expenses (parking fees of messengers and representations for tokens given to clients).

• Monitors and ensures timely submission of BIR 2306 and 2307, that there are zero A/Rs and A/Ps, and no Technical Past Dues

• Dispatches outgoing transaction-related letters, documents and requests and files, safekeeps, and maintains folders of the accounts being handled.

• Performs other related functions that may be assigned from time to time

Rank:Staff

Unit:Enterprise Services Sector / Operations Group / Loans Division / Corporate Service Management Department

Location:Leyte