Loan Process Specialist | Detail-Savvy & Client-Focused

Cepat Kredit Financing Inc; Metro Manila; On-site; PHP 240,000 - 420,000; Full time

Job summary

Cepat Kredit Financing Inc. in Metro Manila is seeking a detail-oriented finance associate to manage loan discussions, verify client documents, and guide customers through signing loan contracts.

The role involves ensuring complete, accurate submission packages and smooth disbursement of funds. Applicants should hold a finance or business-related degree, demonstrate strong communication, and be comfortable using MS Office tools.

Qualifications

• Bachelor's degree in finance, business, or a related field.
• Fresh graduates welcome to apply.
• 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.

Responsibilities

• Discuss and confirm the approved loan amount, terms, interest rates, loan charges, and other loan details with clients.
• Secure the completeness and authenticity of the requirements needed prior to releasing.
• Encode and tag the releases into the system.
• Prepare and guide clients with documents for signing, including loan contracts and disclosures.
• Handle the releasing of loan proceeds to clients for check disbursement.
• Monitor the flow of the petty cash fund.
• Perform other tasks that the management team deems necessary.

Skills

Verbal and written communication

Attention to detail

MS Office proficiency

Education

Bachelor's degree in finance, business or related field

Tools

Microsoft Office

Job description

Cepat Kredit Financing Inc. in Metro Manila is seeking a detail-oriented finance associate to manage loan discussions, verify client documents, and guide customers through signing loan contracts.

The role involves ensuring complete, accurate submission packages and smooth disbursement of funds. Applicants should hold a finance or business-related degree, demonstrate strong communication, and be comfortable using MS Office tools.