Credit and Documentation Assistant

AGnP Corporation; San Pedro; On-site; PHP 180,000 - 300,000; Full time

Job summary

AGnP Corporation is seeking a Credit and Documentation Assistant in the Philippines to support loan applications and case reviews. You will prepare and file loan documents, keep records organized, and coordinate with the Financing Group to resolve account concerns.

Responsibilities include processing applications, booking documents, maintaining amortization records, and generating daily reports on sales, collections, and aging of inhouse accounts to ensure accurate cash flow and compliance.

Responsibilities

• Process loan applications and case reviews
• Complete loan account documents for booking
• Safekeep loan documents and ensure they are kept in a safe, organized and systematic manner
• Prepare sales and collection reports at the end of the day accurately and timely
• Maintain loan amortization records and assist in monitoring past due accounts
• Serve as branch coordinator with the Financing Group to address their concerns regarding loan accounts
• Document all collection, down payment and other payments' receipts correctly and timely
• Update Aging/Ledger schedule of all Inhouse accounts
• Send updated Account Status Monitoring daily
• Coordinate with SSA regularly, balancing and double checking accounts and cash deposited to banks

Skills

Loan documentation

Record keeping

Accounts reconciliation

Reporting

Branch coordination

Job description

About the role

A Credit and Documentation Assistant processes loan applications and case reviews, completes loan account documents for booking, and maintains organized loan documentation systems for Motorcycle Loan Accounts.

Key responsibilities

• Process loan applications and case reviews

• Complete loan account documents for booking

• Safekeep loan documents and ensure they are kept in a safe, organized and systematic manner

• Prepare sales and collection reports at the end of the day accurately and timely

• Maintain loan amortization records and assist in monitoring past due accounts

• Serve as branch coordinator with the Financing Group to address their concerns regarding loan accounts

• Document all collection, down payment and other payments' receipts correctly and timely

• Update Aging/Ledger schedule of all Inhouse accounts

• Send updated Account Status Monitoring daily

• Coordinate with SSA regularly, balancing and double checking accounts and cash deposited to banks