Loan Processor/Treasury Assistant (Iriga)

Safc; Iriga, Pasig; On-site; PHP 111,600 - 122,760; Full time

Job summary

Safc in Iriga, Philippines is looking for a Loan Processor and Treasury Assistant. The successful candidate will perform administrative functions related to loan processing and treasury tasks. Responsibilities include informing clients about loan charges, ensuring compliance with documentation, facilitating legal document signing, and handling remittances. Ideal candidates should be graduates of a business-related course, have strong customer service skills, attention to detail, and a willingness to learn.

Qualifications

• Graduate of any four-year business-related course.
• Strong customer service and communication skills.
• Excellent attention to detail and accuracy.

Responsibilities

• Informs clients regarding loan charges and documentation requirements prior to loan release.
• Ensures borrowers comply with all required documents before loan proceeds are released.
• Facilitates the signing of legal documents related to loan transactions.

Skills

Strong customer service and communication skills

Excellent attention to detail and accuracy

Computer-literate

Education

Graduate of any four-year business-related course

Job description

Salary Range: ₱10,000.00 - ₱11,000.00 per month

JOB OBJECTIVE

Performs administrative functions such as facilitating the release of loan check and ensuring compliance of the borrower to loan documents / requirements.

Performs various treasury functions in the branch.

Loan Processor

• Informs clients regarding loan charges such as monthly amortization, deductions, penalties, net proceeds, and documentation requirements prior to loan release
• Ensures borrowers, co-borrowers, and co-makers comply with all required documents before loan proceeds are released
• Checks the completeness, validity, and authenticity of all submitted documents
• Facilitates the signing of legal documents such as Promissory Note (PN), Disclosure Statement (DS), Chattel Mortgage (CHM), Dacion en Pago, Voluntary Surrender (for collateral), and Deed of Assignment, as applicable
• Assists borrowers in opening a Current Account
• Conducts bank checking/verification for issued checks

Treasury Assistant

• Receives remittances such as cash, checks, and direct deposits from collection personnel and borrowers
• Issues provisional receipts to collection personnel
• Monitors and tracks provisional receipts and maintains transmittal of PR booklets
• Deposits client remittances and payments to the bank
• Transmits vouchers of released checks or post-dated checks to Head Office
• Posts remittances and restructured accounts in the system

Job Specifications

• Graduate of any four-year business-related course
• Strong customer service and communication skills
• Excellent attention to detail and accuracy
• High sense of responsibility, accountability, and integrity
• Computer-literate
• Willing to undergo training in Pasig City (Ortigas) for 2–3 weeks