LOANS ASSISTANT

Agribusiness Rural Bank , Inc.; Baguio; On-site; PHP 100,000 - 400,000; Full time

Job summary

A leading financial institution is seeking a motivated individual to assist in loan processing and customer service. The successful candidate will handle client transactions, manage loans, and perform various administrative tasks while ensuring high standards of service. Fresh graduates are encouraged to apply, with attractive benefits including health insurance and career growth opportunities.

Benefits

Health insurance

Paid training

Pay raise

Promotion to permanent employee

13th month salary

Overtime pay

Qualifications

• Graduate of Any Bachelor's Degree.
• Preferably with related experience.
• Fresh graduates are welcome to apply.

Responsibilities

• Process client loan applications and ensure completeness of documents.
• Receive payments and issue validated Official Receipts.
• Assist clients with inquiries on loan products.

Skills

Knowledge of MS Office Programs

Good communication skills

Customer service skills

Education

Bachelor's Degree

Job description

1. Check & cash count received from Service Supervisor

2. Check & compute due of clients

3. Receive payment & issue validated Official Receipts

4. Receive deposits of clients, post transaction in Instafin & give validated duplicate copy of deposit slip

5. Disburse withdrawals of Clients with validated copy of withdrawal slip & post transaction in Instafin

6. Updating passbook

7. Manual Renewal/Update Deposit Ledger

8. Client Creation for:

• Process minimum of six (6) folders a day and ensure propriety, completeness and rediscountability of all loan documents.

• Assists and entertains clients availing/inquiring about various loan products

• Interview Clients using PACCSS for Kabuhayan only

• Send corresponding documents and seek approval from LAMD prior to release of Loan

• Processing of all loan documents using Loan Documents Printing System (LDPS)

• Creation of Client profile and loan creation in the Instafin System

• Counsel or explain the terms and conditions of the loan

• Filing of loan and safekeeping of all loan documents

• Scanning of credit folders and send to CDR unit

• Prepare PNs to be tagged in the Rediscounting System

__________________

Graduate of Any Bachelor's Degree.

• Knowledge of MS Office Programs, particularly Excel and Powerpoint

• Good communication skills, oral and written

• Customer service skills

• Preferably with related experience

• Fresh graduates are welcome to apply

• Benefits:

• Health insurance

• Paid training

• Pay raise

• Promotion to permanent employee

Schedule:

• 8 hour shift

• Day shift

Supplemental Pay:

• 13th month salary

• Overtime pay

Education:

• Bachelor's (Preferred)

Willingness to travel:

• 100% (Preferred)