Client-Focused Loan & Trade Services Associate

Metrobank; Leyte; On-site; PHP 180,000 - 240,000; Full time

Job summary

Metrobank in the Philippines is seeking an Account Service Associate to support IBS customers with loan and trade transactions, coordinating with Operating units and ensuring compliance with BSP regulations.

You will liaise between customers and bank units, monitor maturities, prepare documentation to support credit approvals, verify completeness of documents, and manage billing, records, and related clerical tasks for accounts.

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

Job description

Metrobank in the Philippines is seeking an Account Service Associate to support IBS customers with loan and trade transactions, coordinating with Operating units and ensuring compliance with BSP regulations.

You will liaise between customers and bank units, monitor maturities, prepare documentation to support credit approvals, verify completeness of documents, and manage billing, records, and related clerical tasks for accounts.