FULFILLMENT ASSOCIATE (MAKATI)

Bank of the Philippine Islands (BPI); Makati; On-site; PHP 223,000 - 391,000; Full time

Job summary

The Bank of the Philippine Islands (BPI) is seeking a Fulfilment Assistant to support the Fulfilment Officer in post-approval and pre-booking activities for the assigned Sales counterparts. You will ensure accurate document generation, monitor compliance, and coordinate with Sales to facilitate timely booking.

This role welcomes fresh graduates and offers exposure to credit operations, documentation processes, and regulatory standards within a leading Philippine bank.

Qualifications

• Bachelor's/College degree in business or finance related field.
• Fresh graduates are welcome to apply.
• Knowledgeable in credit and lending, operations, credit policies, risk management and corporate banking products and services.
• Knowledgeable in regulatory standards, compliance guidelines, and other bank products, processes and policies.
• Proficient in using Microsoft Office applications.

Responsibilities

• Ensure accurate document generation and documentary deficiencies compliance of accounts with issued Bank Guaranty.
• Review credit approvals prior to preparation of loan documents.
• Generate loan documents for housing loan transactions.
• Monitor follow-ups from Sales compliance of document deficiencies for accounts with issued Letter of Guaranty.
• Ensure timely booking of accounts and adherence to standard documentary requirements & process of the Bank.
• Coordinate with Sales counterpart to complete documentary requirements for booking of accounts.
• Monitor safekept collateral documents such as original title and tax documents for mortgage annotation.
• Ensure booking process is completed per Bank procedures.
• Handle regularization/submission to LSR of documentary deficiencies after loan release.
• Prepare and request incentive pay-out for accounts referred by Brokers and Developers with no deviation.

Skills

Credit knowledge

Banking operations

Regulatory standards

Risk management

Education

Bachelor's/College Degree in Business Studies/Administration/Management/Finance/Accountancy/Banking equivalent

Tools

Microsoft Office

Job description

The Fulfilment Assistant is primarily responsible for assisting the Fulfilment Officer in providing full operational support related to post approval and pre-booking activities to his assigned Sales counterpart.

Main Accountabilities:

• Ensures accurate document generation and documentary deficiencies compliance of accounts with issued Bank Guaranty
• Checks and reviews credit approval prior to preparation of loan documents
• Generates loan documents for all types of housing loan transactions
• Monitors and follow ups from Sales compliance of document deficiencies for accounts with issued Letter of Guaranty
• Ensures timely booking of accounts and adherence to the standard documentary requirements & process of the Bank
• Coordinates with Sales counterpart (Account Officer/Marketing Assistant) completion of documentary requirements necessary to facilitate booking of accounts
• Monitoring of safekept critical collateral documents such as original title and tax documents necessary for annotation of Bank's mortgage
• Ensures that booking process is fully completed in accordance with standard procedures of the Bank
• Handles regularization/submission to LSR of any documentary deficiencies after release of loan
• Prepares and requests incentive pay-out for all accounts referred by Brokers and Developers with no deviation

Qualifications:

• Must possess at least Bachelor's/College Degree in Business Studies/Administration/Management/Finance/Accountancy/Banking equivalent
• FRESH GRADUATES are welcome to apply
• Knowledgeable in credit and lending, operations, credit policies, risk management and corporate banking products and services.
• Knowledgeable in regulatory standards, compliance guidelines, and other bank products, processes and policies.
• Proficient in using Microsoft Office applications