Banking Fulfillment & Documentation Specialist

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 180,000 - 260,000; Full time

Benefits offered by this job

Restaurant partnerships

Job summary

Bank of the Philippine Islands (BPI) is seeking a Fulfilment Assistant to assist the Fulfilment Officer with post-approval and pre-booking activities for the assigned Sales counterpart.

The role involves ensuring accurate document generation, reviewing credit approvals, generating housing loan documents, and coordinating documentary requirements to facilitate timely booking of accounts in Makati City.

Qualifications

• Bachelor's degree or equivalent in business/finance.
• Fresh graduates are welcome to apply.
• Knowledgeable in credit and lending, operations, risk management and banking products/services.
• Proficient in Microsoft Office applications.
• Willing to work at Makati City.

Responsibilities

• Ensure accurate document generation and documentary deficiencies compliance of accounts with issued Bank Guaranty.
• Check and review credit approval prior to preparation of loan documents.
• Generate loan documents for housing loan transactions.
• Monitor and follow up from Sales compliance of document deficiencies for accounts with issued Letter of Guaranty.
• Ensure timely booking of accounts and adherence to standard documentary requirements and processes.
• Coordinate with Sales counterpart to complete documentary requirements for booking of accounts.
• Monitor safekept critical collateral documents for mortgage annotation.
• Ensure booking process is fully completed per standard Bank procedures.
• Handle regularization/submission to LSR of documentary deficiencies after loan release.
• Prepare and request incentive payout for accounts referred by Brokers/Developers with no deviation.

Skills

Microsoft Office

Credit knowledge

Operations

Regulatory compliance

Banking products

Education

Bachelor's degree in business/finance

Job description

Bank of the Philippine Islands (BPI) is seeking a Fulfilment Assistant to assist the Fulfilment Officer with post-approval and pre-booking activities for the assigned Sales counterpart.

The role involves ensuring accurate document generation, reviewing credit approvals, generating housing loan documents, and coordinating documentary requirements to facilitate timely booking of accounts in Makati City.