Loans Administration Assistant

ORIX METRO Leasing and Finance Corporation; Tacurong; On-site; PHP 201,000 - 312,000; Full time

Job summary

ORIX METRO Leasing and Finance Corporation in the Philippines seeks a Loans Admin Assistant to handle branch loan documents, maintain complete documentary requirements, and coordinate booking with RS/RMs, dealers, clients, and insurers.

You will ensure proper document handling, encode data in AMSCore, prepare letters, and support branch operations. Fresh graduates are welcome; onsite full-time role.

Qualifications

• Graduate of any 4-year business related course.
• Experience in banking or financial industry preferred or equivalent.
• Familiar with MS Office; keen on details; fast learner.
• Good communication skills.
• Strong analytical, interpersonal and technical skills.
• Willing to work full time onsite.
• Fresh graduates are welcome to apply.

Responsibilities

• Prepares lease and loan documents for branch accounts.
• Coordinates with branch RS/RMs for submission of all account-booking requirements.
• Ensures documents are complete before forwarding to RAEMO for review.
• Coordinates payments for transaction fees and forwards to cashier.
• Prepares purchase orders and credit advice.
• Responds to supplier/client inquiries and confirms delivery of units.
• Encodes and updates document deficiencies.
• Requests ocular inspection and SafeNet reports for equipment.
• Executes, encodes and validates information in the AMSCore.
• Completes data in documents before signing and notarization.
• Requests the Liaison Officer to register Promissory Note with Chattel Mortgage at Registry of Deeds.
• Prepares various letters to clients.
• Segregates and safekeeps branch collateral folders.
• Prepares document copies for transmission to client.
• Prepares a request for office supplies for the branch.
• Receives and files letters and documents related to branch collaterals.
• Performs other functions as assigned.

Skills

MS Office

Attention to detail

Strong communication skills

Analytical skills

On-site work ability

Education

Bachelor's degree in business or related field

Tools

MS Office

Job description

Job Summary

Responsible in carrying out the duties of the Loans Admin Assistant in a particular branch. The LAA is likewise responsible in documenting the approved credit facilities and availment sheets and in ensuring the completeness of documentary requirements prior to booking of accounts of the branch. Moreover, the LAA is expected to coordinate booking related requirements with RS/RMs, dealers, clients, insurance companies and with other government agencies.

Job Description

• Prepares the necessary lease and loan documents of branch accounts

• Coordinates with the branch RS/RMs the submission of all account-booking requirements

• Completes all details in the documents and ensures that the lease/loan requirements are sufficient before forwarding to RAEMO for review

• Coordinates payments for transaction fees and forwards the same to the cashier

• Prepares purchase order and credit advice

• Responds to supplier/client inquiries and confirms delivery of units for issued purchase order and credit advice

• Encodes and updates the document deficiencies

• Requests an ocular inspection report and a SafeNet report for equipment prior to the execution of the account

• Executes, encodes and validates all necessary information/data in the AMSCore

• Completes all data in documents before submitting to authorized signatories for review, signature and notarization

• Requests the Liaison Officer to register the Promissory Note with Chattel Mortgage contract at the Registry of Deeds and to ensure that the LTO Certificate of Registration and/or Certificate of Title be encumbered.

• Prepares various letters to clients

• Segregates and safekeeps branch collateral folders

• Prepares document copies for transmission to the client

• Prepares a request for office supplies for the branch

• Receives and files all letters and other documents related to the branch collaterals

Others

• Performs other functions that may be assigned from time to time

Qualifications

• Graduate of any 4-year business related course

• At least with experience from banking or financial industry or its equivalent

• Familiar with MS Office, keen on details, fast learner, high attitude and easy to adapt

• With good communication skills

• Good analytical, interpersonal and technical skills

• Can perform with minimum supervision

• Must be willing to work full time onsite

• Fresh graduates are most welcome to apply