Loans Associate

Santa Isabel; Hinoba-an; On-site; PHP 180,000 - 300,000; Full time

Job summary

Santa Isabel is seeking a detail-oriented professional in Negros Occidental for loan operations. The role involves releasing loan checks, verifying documents, and ensuring accurate legal detail handling. The candidate must have a business degree and strong organizational and interpersonal skills.

The position emphasizes compliance, documentation accuracy, and timely reporting. Fresh graduates are welcome to apply and may join a team handling multiple branch operations in Mindanao, including

Qualifications

• 1 year of working experience in the related field is required.
• Bachelor's/College Degree on Business Studies/Administration/Management is preferred.
• Fresh Grad / Entry Level specializing in Banking/Financial Services or equivalent.

Responsibilities

• Facilitate release of loan check and ensure borrower compliance to loan documents/requirements.
• Check authenticity and completeness of documents prior to release.
• Ensure completeness and accuracy of details of all legal documents.
• Prepare transmittal PDC, Released Folders, Cancelled Accounts.
• Sign legal documents as witness.
• Prepare monthly reports on collateral monitoring and take-risk releases.
• Release loan proceeds and consultant’s commissions and incentives.
• Tag commissions in the system.
• Handle internal and external customer queries and concerns.
• Manage and replenish Petty Cash Fund.
• Confirm loan details in the system.
• Request and release certificates of full payment and collateral documents.

Skills

Highly organized

Computer literate

Proactive

Excellent communication

Education

Bachelor's degree in Business Studies/Administration/Management

Job description

• At least 1 year(s) of working experience in the related field is required for this position.
• Candidate must possess at least a Bachelor's/College Degree on Business Studies/Administration/Management.
• Fresh Grad / Entry Level specializing in Banking/Financial Services or equivalent.
• Required skill(s): Highly organized, Computer literate, Proactive, Excellent communication and interpersonal skills.

Responsibilities

Key Responsibilities:

Facilitating the release of loan check and ensuring compliance of the borrower to loan documents/requirements.

Checking of authenticity and completeness of documents prior to release.

Ensure completeness and accuracy of details of all legal documents.

Preparing of transmittal PDC, Released Folders, Cancelled Accounts.

Signing of legal documents as witness.

Preparing of monthly reports Collateral monitoring, Take-risk releases.

Releasing of loan proceeds and loan consultant’s commissions and incentives.

Tagging of commissions in the system.

Handling of internal and external customer’s queries and concerns.

Handling and replenishment of Petty Cash Fund.

Confirmation of Loan details in the system.

Requesting and releasing of certificate of full payment and collateral documents.

Key Requirements:

Preferably with bachelor's degree in any Business Course

Detail-oriented, precise and meticulous when preparing documentation

With high work ethics, sense of integrity and loyalty.

Has good interpersonal skills - can work well with others; build effective working relationships throughout the organization and external clients.

Additional Requirements

Additional openings are available in the following branches:

MINDANAO
Digos

Additional Info