Corporate Banking Service Associate — Loans & Client Support

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 279,000 - 424,000; Full time

Job summary

Bank of the Philippine Islands (BPI) in Makati seeks a Service Assistant in Institutional Banking to support the Relationship Manager in implementing loan transactions and servicing corporate clients.

The role involves coordinating with appraisal, title verification, and other departments; preparing credit documents; monitoring maturities; and handling billing statements and administrative tasks for timely, accurate servicing.

Qualifications

• Graduate of a 4 year Bachelor’s/College Degree, related to Business, Banking or Finance
• Preferably with knowledge and experience in banking processes in loans and customer service
• Adept in the needed MS Office systems, good interpersonal relationship, oral and written communication skills, service oriented
• Willing to be assigned in MAKATI

Responsibilities

• Requests checks with other departments and collates results for RM/AO evaluation
• Prepares the documents needed to implement credit facilities
• Monitors submission of documents and insurance deficiencies by client to ensure completeness; maintains orderly files of documents for each account
• Prepares client requests such as statements of account, amortization schedules, interest payments
• Prepares requests to units such as partial release of collateral, collateral substitution, payment applications, instruction sheets, implementing memos
• Monitors loan repricing and maturities via mainframe reports
• Services loan and trade transactions; coordinates with booking unit and/or client to ensure implementation
• Prepares instruction sheets for RM/AO approvals
• Types promissory notes
• Reviews and sends billing statements; ensures timely collection to avoid past due charges
• Prepares reports for RM/AO, Market Head, Team Head and Division Head
• Performs other administrative work as assigned

Skills

Customer service

Oral & written communication

Interpersonal skills

MS Office

Education

Bachelor’s degree in Business/Banking/Finance

Tools

Mainframe systems

Job description

Bank of the Philippine Islands (BPI) in Makati seeks a Service Assistant in Institutional Banking to support the Relationship Manager in implementing loan transactions and servicing corporate clients.

The role involves coordinating with appraisal, title verification, and other departments; preparing credit documents; monitoring maturities; and handling billing statements and administrative tasks for timely, accurate servicing.