Loan & Trade Services Specialist

Metropolitan Bank & Trust Company; Leyte; On-site; PHP 240,000 - 480,000; Full time

Job summary

Metrobank in Leyte seeks an IBS Loans Assistant to support loan and trade transactions in coordination with operating units, compliant with BSP regulations. You will help ensure efficient servicing for IBS customers and contribute to timely processing of credit-related activities.

As a Staff member in Enterprise Services Sector / Loans Division / Corporate Service Management, you will liaise with customers and units, monitor maturities, prepare transaction media, verify documents, and handle

Qualifications

• Assist in meeting bank objectives for loan and trade transactions in IBS customers.
• Coordinate with Operating units and BSP regulations.

Responsibilities

• Liaises between IBS customers and Bank’s Operating units for loans/trade transactions.
• Monitors maturities; follow up clients on payments for loans/trade transactions; maintain records of outstanding loans and maturities.
• Assists in preparing transaction media to support credit approvals.
• Verifies authenticity and completeness of submitted documents.
• Reconciles billing; monitors outgoing communications and handles reimbursement claims.
• Ensures timely submission of BIR 2306/2307; prevents A/Rs and A/Ps; addresses Technical Past Dues.
• Dispatches letters, documents, requests; files and safekeeps accounts.

Job description

Metrobank in Leyte seeks an IBS Loans Assistant to support loan and trade transactions in coordination with operating units, compliant with BSP regulations. You will help ensure efficient servicing for IBS customers and contribute to timely processing of credit-related activities.

As a Staff member in Enterprise Services Sector / Loans Division / Corporate Service Management, you will liaise with customers and units, monitor maturities, prepare transaction media, verify documents, and handle