Finance & Insurance Coordinator

EVOxTerra; Taguig; On-site; PHP 300,000 - 520,000; Full time

Job summary

EVOxTerra in Taguig, Philippines, seeks a Finance & Insurance Coordinator to handle financing and insurance transactions from application to vehicle release. You will coordinate with banks, insurance providers, and internal teams to ensure complete, accurate, and timely processing.

You will monitor loan approvals, prepare documents, secure insurance quotations, and guide customers through the financing and insurance steps, ensuring a smooth vehicle purchase experience.

Qualifications

• Experience coordinating financing and insurance processes.
• Ability to liaise with banks, insurance providers, and regulatory bodies.
• Strong documentation and record-keeping skills.

Responsibilities

• Coordinate customer financing applications with partner banks and financing companies.
• Prepare and submit required documents for bank approval.
• Monitor loan applications and follow up on approval status.
• Coordinate with banks regarding PO, loan documents, and vehicle release requirements.
• Assist customers in securing vehicle insurance and monitor quotations and policy issuance.
• Coordinate with insurance providers regarding policy corrections and updates.
• Ensure all financing and insurance requirements are completed before vehicle release.
• Monitor pending documents, approvals, and vehicle releases.
• Provide regular updates to the Sales and Management teams.

Skills

Financing coordination

Insurance coordination

Documentation

Customer service

Stakeholder communication

LTO/Registration liaison

Attention to detail

Job description

The Finance & Insurance Coordinator is responsible for coordinating and monitoring vehicle financing and insurance transactions from application to vehicle release. This role ensures that customer requirements, bank approvals, insurance policies, and release documents are complete, accurate, and processed on time.

The position works closely with customers, the Sales and Accounting teams, partner banks, financing companies, insurance providers, and registration partners to ensure a smooth and efficient vehicle purchase experience.

Key Responsibilities:

• Coordinate customer financing applications with partner banks and financing companies.
• Prepare and submit required documents for bank approval.
• Monitor loan applications and follow up on approval status.
• Coordinate with banks regarding Purchase Orders (PO), loan documents, and vehicle release requirements.

Insurance Coordination

• Assist customers in securing vehicle insurance through accredited insurance providers.
• Prepare and submit insurance requirements and vehicle information.
• Monitor insurance quotations, approvals, payments, and policy issuance.
• Coordinate with insurance providers regarding policy corrections, updates, and concerns.

Vehicle Release Coordination

• Ensure all financing and insurance requirements are completed before vehicle release.
• Coordinate with Sales, Accounting, LTO/Registration, banks, and insurance providers.
• Monitor customer transactions from financing approval through vehicle release.

Documentation & Monitoring

• Maintain accurate and organized records of financing and insurance transactions.
• Monitor pending documents, approvals, and vehicle releases.
• Provide regular updates to the Sales and Management teams regarding pending transactions.

Customer Assistance

• Assist customers with financing and insurance-related inquiries.
• Explain basic financing and insurance requirements.
• Guide customers throughout the financing and insurance process.