Loans Associate

Jocson College Inc.; Pasig; On-site; PHP 201,000 - 312,000; Full time

Job summary

A leading educational institution located in the National Capital Region is seeking an organized and detail-oriented individual for loan processing tasks. The ideal candidate will have at least one year of relevant experience and a Bachelor's degree in Business Studies or related fields. Responsibilities include ensuring compliance with loan documents and handling customer queries effectively. Excellent communication and interpersonal skills are essential for success in this role.

Qualifications

• At least 1 year of working experience in the related field is required.
• Fresh graduate or entry level specializing in Banking/Financial Services or equivalent.
• Fresh Grad / Entry Level specializing in Banking/Financial Services or equivalent.
• Detail-oriented, precise and meticulous when preparing documentation.
• Good interpersonal and communication skills.

Responsibilities

• Facilitating the release of loan checks and ensuring compliance of documents.
• Checking authenticity and completeness of documents.
• Preparing transmittal PDC, released folders, and cancelled accounts.
• Handling internal and external customer queries.
• Confirming loan details in the system.
• Prepare monthly reports for collateral monitoring and take-risk releases.
• Release loan proceeds and consultant’s commissions and incentives.
• Handle internal and external customer queries and concerns.

Skills

Highly organized

Computer literate

Proactive

Excellent communication skills

Interpersonal skills

Education

Bachelor's/College Degree in Business Studies/Administration/Management

Job description

National Capital Region (NCR), Pasig City

• 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

• Location: Pasig City, National Capital Region (NCR).