Loans Processor

Cepat Kredit Financing Inc.; Makati; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial services company in Metro Manila is seeking a qualified candidate to assist in loan processing. The role involves ensuring timely release of loans, preparing loan documents, and communicating effectively with clients about loan terms. Candidates with a Bachelor's degree in finance or a related field are encouraged to apply, including fresh graduates. Familiarity with Microsoft Office is important for this position.

Qualifications

• Bachelor's degree in finance, business, or related field. Fresh graduates are welcome.
• Familiarity with Microsoft Office is necessary.
• Strong communication skills for client interactions.
• Ability to review documents for accuracy.

Responsibilities

• Ensure timely processing and release of loans.
• Prepare accurate loan documents for clients.
• Discuss loan terms and details with clients.
• Monitor loan status and progress.

Skills

Strong written and verbal communication

Ability to manage multiple loan releases

Attention to detail

Professionalism

Education

Bachelor's degree in finance, business, or related field

Tools

Microsoft Office (Excel, Word)

Job description

DUTIES AND RESPONSIBILITIES

• Ensure timely processing and release of loans in compliance with established turnaround times.
• Secure the completeness and authenticity of the requirements needed prior to release.
• Discuss and confirms the approved loan amount, terms, interest rates, loan charges, and other loan details with the clients.
• Encodes and tags the releases into the system.
• Prepares loan documents and ensures that the information is accurately reflected.
• Guides the clients with documents for signing that include loan contracts and disclosures.
• Regularly updates the database to ensure accurate monitoring of loan status and progress.
• In charge of releasing the loan proceeds to clients for check disbursement.
• Monitors the flow of the petty cash fund.
• Other tasks that the management team deems necessary.

KEY REQUIREMENTS

• Bachelor's degree in finance, business, or 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.
• Ability to manage multiple loan releases simultaneously.
• Maintaining professionalism and confidentiality in handling client information.