Loans Processor

Cepat Kredit Financing Inc.; Pasig; On-site; PHP 279,000 - 334,800; Full time

Job summary

A financial services company based in Metro Manila is seeking a detail-oriented professional to assist clients with loan processes. Responsibilities include discussing loan details, preparing necessary documents for signing, and ensuring the completeness of requirements prior to release. The ideal candidate should possess a Bachelor's degree in a relevant field and strong communication skills.

Qualifications

• Fresh graduates are welcome to apply.
• Familiarity with Microsoft Office (Excel, Word, etc.) is required.
• Strong written and verbal communication skills are needed.

Responsibilities

• Discuss and confirm loan amounts and terms with clients.
• Ensure the authenticity of requirements before loan release.
• Prepare documents for client signing.

Skills

Written and verbal communication

Document review

Loan terms explanation

Education

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

Tools

Microsoft Office

Job description

• 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.