Field Credit Investigator

Cityatate Savings Bank; Pasig; On-site; PHP 360,000 - 600,000; Full time

Job summary

Cityatate Savings Bank in the Philippines is seeking a Credit Investigator to support loan evaluations by performing thorough credit investigations and collecting financial histories for loan applicants.

The role involves preparing comprehensive reports for the Credit Officer and ensuring timely turnaround, with occasional field visits as needed. A Bachelor's degree in finance or related fields and about 1–1.2 years of relevant experience are required.

Qualifications

• Bachelor's degree in Business Administration, Accountancy, Finance, Economics, Banking, or related fields.
• 1–1.2 years of relevant experience in credit investigation or banking operations.

Responsibilities

• Perform credit investigation in accordance with company policies and procedures.
• Gather personal information and investigate credit standing and financial history of loan applicants.
• Prepare complete and substantial credit reports for use by the Credit Officer during loan evaluation.
• Comply with required turn-around time in credit investigation.
• Conduct field investigations and travel as required.

Skills

Credit investigation

Financial analysis

Loan processing

Field travel

Education

Bachelor's degree in business/finance

Job description

About the role

Perform credit investigation in accordance with company policies and procedures. Gather personal information and investigate credit standing and financial history of individuals and business establishments applying for loans. Prepare complete and substantial credit reports which will be used as basis by the Credit Officer during loan evaluation.

Key responsibilities

• Perform credit investigation in accordance with company policies and procedures

• Gather personal information and investigate credit standing and financial history of individuals and business establishments applying for loans

• Prepare complete and substantial credit reports for use by the Credit Officer during loan evaluation

• Comply with required turn-around time in credit investigation

• Conduct field investigations and travel as required

About you

• Bachelor's Degree in Business Administration, Accountancy, Finance, Economics, Banking, Management, or other related courses

• At least 1-1.2 years of relevant experience in credit investigation, loan processing, banking operations, and financial analysis