Loan Relations Assistant

Grandland Inc.; Davao del Sur; On-site; PHP 279,000 - 391,000; Full time

Job summary

Grandland Inc. seeks a loan services professional to evaluate credit worthiness by processing loan applications and documentation within specified limits.

You will communicate with clients to request or provide information, and you will complete loan contracts while counseling clients on policies and restrictions. You will update your knowledge on loan types and other financial services, maintain and update account records, and assess customer needs to explore options and introduce different

Qualifications

• Must be able to assess client needs and explain loan options clearly.
• Attention to detail in processing documentation and maintaining records.

Responsibilities

• Evaluate credit worthiness by processing loan applications and documentation within specified limits.
• Communicate with clients either to request or to provide information
• Complete loan contracts and counsel clients on policies and restrictions
• Update job knowledge on types of loans and other financial services
• Maintain and update account records
• Assess customer needs, explore all options and introduce different types of loans

Job description

• Evaluate credit worthiness by processing loan applications and documentation within specified limits

• Communicate with clients either to request or to provide information

• Complete loan contracts and counsel clients on policies and restrictions

• Update job knowledge on types of loans and other financial services

• Maintain and update account records

• Assess customer needs, explore all options and introduce different types of loans