Loans Processor

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

Job summary

A financial services company in Pasig is seeking candidates for loan processing roles. Responsibilities include discussing loan terms with clients, preparing necessary documents for signing, and monitoring disbursements. Ideal candidates should possess a Bachelor's degree in finance or business, along with strong communication skills and proficiency in Microsoft Office. Fresh graduates are welcome to apply.

Qualifications

• 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 skills

Responsibilities

• Discuss loan amount, terms, interest rates, and charges with clients.
• Secure the completeness and authenticity of requirements before loan release.
• Encode and tag loan releases into the system
• Prepare documents for client signing, including contracts and disclosures.
• Handle loan proceeds disbursement.
• Monitor petty cash flow.
• Perform other tasks assigned by management.

Skills

Communication skills

Document review

Microsoft Office proficiency

Education

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

Job description

Qualifications

• 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 skills.
• 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 clients.
• Secure the completeness and authenticity of the requirements needed prior to releasing.
• Encode and tag the releases into the system.
• Prepare and guide clients with documents for signing, including loan contracts and disclosures.
• Handle the releasing of loan proceeds to clients for check disbursement.
• Monitor the flow of the petty cash fund.
• Perform other tasks that the management team deems necessary.