Loan Associate

Cepat Kredit Financing Inc; Mandaue; On-site; PHP 201,000 - 335,000; Full time

Job summary

A financing company in Central Visayas is seeking a Loan Associate to support loan processing and client interactions. The ideal candidate should have a bachelor's degree in finance or business, with fresh graduates encouraged to apply. Responsibilities include ensuring timely loan processing, preparing documents, and guiding clients through the necessary paperwork. Strong communication skills and proficiency in Microsoft Office are required. This is an entry-level, full-time position in the finance sector.

Qualifications

• Fresh graduates are welcome to apply.
• Familiarity with Excel, Word, and other Microsoft Office tools is required.
• Professionalism and confidentiality in handling client information are essential.
• 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.

Responsibilities

• Process and release loans timely while complying with standards.
• Ensure completeness and authenticity of loan requirements.
• Discuss loan details with clients and encode the releases.
• Prepare loan documents meticulously.
• Monitor loan status and disburse check proceeds.
• Guide clients with documents for signing that include loan contracts and disclosures.
• Regularly update the database to ensure accurate monitoring of loan status and progress.
• Be in charge of releasing the loan proceeds to clients for check disbursement.
• Monitor the flow of the petty cash fund.
• Perform other tasks as deemed necessary by management.

Skills

Strong written and verbal communication skills

Ability to review documents for accuracy

Ability to explain loan terms clearly

Familiarity with Microsoft Office

Confidentiality and professionalism

Education

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

Tools

Microsoft Office (Excel, Word)

Job description

Loan Associate

Join Cepat Kredit Financing Inc as a Loan Associate to support loan processing and client interactions.

Responsibilities

• Ensure timely processing and release of loans in compliance with established turnaround times.
• Secure the completeness and authenticity of the requirements needed prior to release.
• Discuss and confirm the approved loan amount, terms, interest rates, loan charges, and other loan details with clients.
• Encode and tag the releases into the system.
• Prepare loan documents and ensure that the information is accurately reflected.
• Guide clients with documents for signing that include loan contracts and disclosures.
• Regularly update the database to ensure accurate monitoring of loan status and progress.
• Be in charge of releasing the loan proceeds to clients for check disbursement.
• Monitor the flow of the petty cash fund.
• Perform other tasks as deemed necessary by management.

Key Requirements

• Bachelor's degree in finance, business, or related field (fresh graduates welcome).
• Familiarity with Microsoft Office (Excel, Word, etc.).
• Strong written and verbal communication skills.
• 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.

Seniority Level

• Entry level

Employment Type

• Full-time

Job Function

• Finance

Industries

• Banking and Financial Services