Institutional Banking Service Associate — Loan Support

Hammerjack Pty Ltd; Philippines; On-site; PHP 180,000 - 240,000; Full time

Job summary

Hammerjack Pty Ltd in the Philippines is seeking a Service Assistant to support the Relationship Manager in implementing loan transactions and servicing clients in Corporate Banking. You will collate documents, coordinate with appraisal, title verification, and other units to ensure complete requirements and timely processing.

The role requires a bachelor's degree in business/finance, familiarity with banking processes, and strong MS Office and communication skills.

Qualifications

• Graduate of a 4 year Bachelor's/College Degree related to Business, Banking or Finance.
• Preferably with knowledge and experience in banking processes in loans and customer service.
• Adept in MS Office, good interpersonal relationship, oral and written communication skills, service oriented.
• Willing to be assigned in MAKATI.

Responsibilities

• Requests checking with other departments and collates results for RM/AO evaluation.
• Prepares the documents needed to implement credit facilities.
• Monitors submission of documents and insurance deficiencies by client to ensure completeness of requirements; also maintains orderly files of documents for each account to facilitate monitoring.
• Prepares special requests of clients such as Statements of Account and amortization schedules.
• Prepares various requests to all units such as partial release of collaterals, collateral substitution, application/re-application of payments, instruction sheets, implementing memos, etc.
• Monitors loan repricing and maturity dates of clients managed by RM/AO through reports from mainframe systems.
• Services loan and trade transactions of clients and coordinates with booking unit and/or client to ensure implementation of a loan or trade transactions.
• Prepares instruction sheets on loan or trade transactions for the approval of RM/AO.
• Types promissory notes.
• Reviews and send billing statements to clients and ensures that interest and principal amortizations due are collected and paid on time to avoid booking of accounts to past due and the client's incurring past due charges.
• Prepares reports/ provides information required by RM/AO, Market Head, Team Head and Division Head regarding accounts managed.
• Performs other administrative work that may be assigned from time to time

Skills

Interpersonal skills

Oral and written communication

Service oriented

Education

Bachelor's/College Degree in Business/Banking/Finance

Tools

MS Office

Job description

Hammerjack Pty Ltd in the Philippines is seeking a Service Assistant to support the Relationship Manager in implementing loan transactions and servicing clients in Corporate Banking. You will collate documents, coordinate with appraisal, title verification, and other units to ensure complete requirements and timely processing.

The role requires a bachelor's degree in business/finance, familiarity with banking processes, and strong MS Office and communication skills.