Loan & Trade Services Associate

Metrobank; Leyte; On-site; PHP 180,000 - 300,000; Full time

Job summary

Metrobank in the Philippines seeks an Account Service Associate to support IBS loan and trade transactions in coordination with Operating units and BSP regulations. You will ensure efficient servicing and accurate record-keeping for client accounts.

Key duties include monitoring maturities, preparing transaction media for credit approvals, document authentication, and dispatching correspondence, with responsibilities across the Loans Division of Corporate Service Management.

Responsibilities

• Liaises between the IBS customers and the Bank’s Operating units relative to all loans and trade transactions.
• Monitors maturities and follow up clients on the payment due for all loan and trade transactions and maintains updated record of all outstanding loans / trade and maturities of accounts.
• Assists in the preparation of transaction media needed to recommend approval of proposed credits.
• Ascertains the authenticity and completeness of documents submitted.
• Reconciles billing from telephone companies. Monitors all outgoing facsimile messages of the unit and facilitates the reimbursement claims/expenses (parking fees of messengers and representations for tokens given to clients).
• Monitors and ensures timely submission of BIR 2306 and 2307, that there are zero A/Rs and A/Ps, and no Technical Past Dues
• Dispatches outgoing transaction-related letters, documents and requests and files, safekeeps, and maintains folders of the accounts being handled.
• Performs other related functions that may be assigned from time to time

Job description

Metrobank in the Philippines seeks an Account Service Associate to support IBS loan and trade transactions in coordination with Operating units and BSP regulations. You will ensure efficient servicing and accurate record-keeping for client accounts.

Key duties include monitoring maturities, preparing transaction media for credit approvals, document authentication, and dispatching correspondence, with responsibilities across the Loans Division of Corporate Service Management.