Credit Investigator (Plaridel)

Safc

Plaridel

On-site

PHP 133,920 - 145,080

Full time

14 days+
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Job summary

A financial services company in Bulacan seeks a candidate responsible for evaluating and validating client documentation via a CRM system. The role includes interviewing borrowers and co-borrowers, and conducting on-site inspections of residential units and businesses. Qualified individuals should be computer literate, possess a motorcycle and valid license, and fresh graduates are encouraged to apply. The position requires training in Ortigas, Pasig for at least three weeks.

Qualifications

  • Must be computer literate and able to navigate CRM systems.
  • Possess a motorcycle and valid driver's license.
  • Fresh graduates are strongly encouraged to apply.

Responsibilities

  • Evaluate and validate client documentation through the CRM.
  • Conduct interviews with borrowers and co-borrowers.
  • Perform on-site inspections of residential units and business locations.

Skills

Computer Literate
Ability to conduct interviews
On-site inspection skills

Education

Business Course graduate

Job description

Job description:
  • Assess and Check/Verify of Documents (all attach Documents at CRM)
  • Interview with Borrower and Co- Borrower.
  • Ocular Inspection of Unit, Residence, and Business
  • (Picture of Unit and Stencil, Picture of Residence and Business Neighborhood Check and Brgy. Check)
  • Identity Check and Living Condition
  • Third Party Verification
  • CAM Preparation and Recommendation for Approval (Employment Verification, Agency Verification [Thru personal, phone call or Email], Trade Checking, Bank Verification, Reference Check.)
Job Summary:

Responsible for evaluating and validating client documentation through the CRM system, conducting interviews with borrowers and co-borrowers, and carrying out on-site inspections of residential units and business locations. Ensures accurate identity verification, assessment of living conditions, third-party confirmations, and completion of comprehensive Credit Approval Memoranda (CAM) with approval recommendations, including employment, agency, trade, bank, and reference verification.

QUALIFICATION:
  • Computer Literate
  • With motorcycle and valid license
  • Fresh graduates are encouraged to apply
  • Business Course graduate
  • Willing to train in Ortigas, Pasig for at least three weeks

Salary Bracket: 12,000-13,000

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