Loan Associate

Cepat Kredit Financing Inc.; Las Piñas; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial services provider in Metro Manila is seeking an individual to handle loan processing and client communication. The role involves ensuring timely loan releases, preparing accurate documentation, and maintaining client confidentiality. Candidates should possess a degree in finance or business, and fresh graduates are welcome to apply. Strong communication skills and familiarity with Microsoft Office are essential for success in this position.

Qualifications

• Fresh graduates are welcome to apply.
• Familiarity with Microsoft Office applications is a plus.
• Ability to thoroughly review documents for accuracy.

Responsibilities

• Ensure timely processing and release of loans.
• Discuss and confirm loan details with clients.
• Prepare loan documents accurately.

Skills

Strong written and verbal communication

Attention to detail

Microsoft Office (Excel, Word)

Ability to manage multiple tasks

Professionalism and confidentiality

Education

Bachelor's degree in finance, business, or related field

Job description

DUTIES AND RESPONSIBILITIES

• Ensuretimelyprocessing and release ofloansin compliance with established turnaround times.
• Secure the completeness and authenticity of the requirements needed prior torelease.
• Discuss and confirms the approved loan amount, terms, interest rates, loancharges,and other loan details with the clients.
• Encodes and tags the releases into the system.
• Prepares loan documents andensuresthat the information is accurately reflected.
• Guidesthe clients with documents forsigningthatincludeloan contracts and disclosures.
• Regularly updates the database to ensureaccuratemonitoring of loan status and progress.
• In charge of releasing the loan proceeds to clients for check disbursement.
• Monitors the flow of the petty cash fund.
• Other tasks that the management teamdeemsnecessary.

KEY REQUIREMENTS

• Bachelor's degree in finance, business, orrelatedfield. (Fresh graduates are welcome to apply)
• Familiarity with Microsoft Office (Excel, Word, etc.)
• Strong written and verbal communication.
• Ability to thoroughly review documents for accuracy and completeness.
• Ability to explain loan terms, conditions, and processes clearly.
• Ability to manage multiple loan releases simultaneously.
• Maintaining professionalism and confidentiality in handling client information.