Loans Booking Specialist

SB Finance; Philippines; On-site; PHP 240,000 - 360,000; Full time

Job summary

SB Finance is seeking a detail-oriented team member to support loan data accuracy, disbursement tracking, and tax document processing. You will handle CIF updates, merchant records, and end-of-day reconciliations, collaborating with multiple teams to ensure precise financial records.

The role is ideal for fresh graduates from related courses who are eager to learn in a fast-paced financing environment. Training will cover CMS, BIR filings, and manual settlements.

Qualifications

• Fresh graduates are welcome to apply.
• Graduate of any related course.

Responsibilities

• Ensures the accuracy of loans data as booked in the system
• Monitors the disbursement status of loans
• Prepares, reconciles, maintains, and submits end of day balancing and reports
• Coordinates with various teams for disbursement and reconciliation concerns
• Modification of Customer Information File (CIF) per submitted requests thru Case Management System (CMS) and email
• Process accurately and within the set turn‑around‑time all commissions/sales proceeds to merchants, insurance brokers, and other loan related payments.
• Creates and maintains merchant/SKU in the system. Generates QR Codes for Sales.
• Prepares and submits BIR 2307 Monthly Withholding Tax Certificates
• Summarizes/prepares corresponding accounting entries for manual settlement.
• Performs other related tasks which may be assigned

Education

Graduate of any related course

Job description

JOB SUMMARY

Handles the initial checking of booking, loan disbursements, and commission payout for all SBF loan products; merchant creation and maintenance; and issuance for Tax certificates.

DUTIES & RESPONSIBILITIES

1. Ensures the accuracy of loans data as booked in the system

2. Monitors the disbursement status of loans

3. Prepares, reconciles, maintains, and submits end of day balancing and reports

4. Coordinates with various teams for disbursement and reconciliation concerns

5. Modification of Customer Information File (CIF) per submitted requests thru Case Management System (CMS) and email

6. Process accurately and within the set turn-around-time all commissions/sales proceeds to merchants, insurance brokers, and other loan related payments.

7. Creates and maintains merchant/SKU in the system. Generates QR Codes for Sales.

8. Prepares and submits BIR 2307 Monthly Withholding Tax Certificates

9. Summarizes/prepares corresponding accounting entries for manual settlement.

10. Performs other related tasks which may be assigned

JOB QUALIFICATIONS

• Fresh Graduates are welcome to apply!
• Graduate of any related course