FULFILLMENT ASSOCIATE MAKATI

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 250,000 - 330,000; Full time

Job summary

Bank of the Philippine Islands (BPI) seeks a Fulfilment Assistant to support the Fulfilment Officer in post-approval and pre-booking activities with assigned Sales counterparts.

The role emphasizes ensuring accurate documents, reviewing credit approvals, and timely booking in line with bank procedures. Fresh grads welcome, Makati City-based position.

Qualifications

• Bachelor's/college degree in Business Studies/Administration/Management/Finance/Accountancy/Banking.
• Fresh graduates are welcome to apply.
• Knowledgeable in credit, lending, operations, risk management, and corporate banking products.
• Knowledgeable in regulatory standards, compliance guidelines, and bank policies.
• Proficient in Microsoft Office.
• Willing to work at Makati City.

Responsibilities

• 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 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.

Skills

Credit & lending knowledge

MS Office proficiency

Education

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

Tools

Microsoft Office

Job description

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
• Must be willing to work at Makati City