A financial services company located in Cebu City is seeking a Loan Officer to handle client communications regarding loan details and processes. The ideal candidate will have a Bachelor's Degree in finance or business, familiarity with Microsoft Office, and strong communication skills. Core responsibilities include discussing loan terms, ensuring document completeness, and managing loan disbursements. This role offers a chance for fresh graduates to apply.
Qualifications
Bachelor's Degree in finance, business, or a related field is preferred.
Familiarity with Microsoft Office, particularly Excel and Word.
Strong communication skills are essential.
Responsibilities
Discuss and confirm loan details with clients.
Ensure completeness of requirements for releasing loans.
Encode and tag releases into the system.
Guide clients with signing loan documents.
Disburse loan proceeds to clients.
Skills
Communication skills
Document review
Microsoft Office proficiency
Education
Bachelor's Degree in finance, business, or related field
Job description
Key Requirements
Bachelor's Degree in finance, business, or a related field. (Fresh graduates are welcome to apply)
Familiarity with Microsoft Office (Excel, Word, etc.)
Strong written and verbal communication
Ability to thoroughly review documents for accuracy and completeness
Ability to explain loan terms, conditions, and processes clearly
Duties And Responsibilities
Discuss and confirm the approved loan amount, terms, interest rates, loan charges, and other loan details with the clients
Secure the completeness and authenticity of the requirements needed prior to releasing
Encode and tag the releases into the system
Prepare and guide the clients with documents for signing, including loan contracts and disclosures
In charge of releasing the loan proceeds to clients for check disbursement
Monitor the flow of the petty cash fund
Other tasks that the management team deems necessary