Loan Associate

Global SME Loans Inc.; Pasig; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial services company in the Philippines seeks a Loan Assistant to aid clients through the loan application process. The role involves evaluating loan applications and ensuring compliance with regulations while maintaining strong client relationships. Candidates should possess a Bachelor's degree and 0–2 years of relevant experience. Strong financial literacy and communication skills are required, along with excellent customer service abilities. This position provides an opportunity to grow in a dynamic environment.

Qualifications

• 0–2 years of experience in a related role.
• Effective relationship building and maintenance skills.
• Strong compliance and regulatory knowledge.
• Financial literacy and understanding of loan products.
• Excellent customer service and interpersonal skills.
• High attention to detail and strong verbal and written communication skills.

Responsibilities

• Assist clients in applying for loans and navigating the lending process.
• Evaluate loan applications and determine applicant eligibility.
• Build and maintain positive relationships with clients.
• Ensure compliance with all relevant regulations.
• Provide exceptional customer service and resolve inquiries.
• Maintain accurate records and documentation for loans.

Skills

Effective relationship building

Strong compliance knowledge

Financial literacy

Excellent customer service

Attention to detail

Strong communication skills

Education

Bachelor's degree in Finance, Business Administration, or related field

Job description

Description

• Assist clients in applying for loans and navigating the lending process.
• Evaluate loan applications and determine applicant eligibility based on predetermined criteria.
• Build and maintain positive relationships with clients to enhance customer satisfaction.
• Ensure compliance with all relevant regulations and internal policies.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Maintain accurate records and documentation for all loan transactions.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: 0–2 years of experience in a related role.
• Skills and Competencies: Effective relationship building and maintenance skills.
• Skills and Competencies: Strong compliance and regulatory knowledge.
• Skills and Competencies: Financial literacy and understanding of loan products.
• Skills and Competencies: Excellent customer service and interpersonal skills.
• Qualities and Traits: High attention to detail and strong verbal and written communication skills.