Officer 2, Loan Services

IQ-EQ; Philippines; On-site; PHP 540,000 - 900,000; Full time

Benefits offered by this job

13th month pay

HMO coverage

Performance-based bonuses

Hybrid work setup

Job summary

IQ-EQ in the Philippines is seeking a Loan Operations Specialist responsible for end-to-end administration and servicing of bank loan assets, ensuring onboarding, processing, settlement and ongoing management of loan transactions within our systems.

The role requires close coordination with brokers, agent banks, counterparties, borrowers, lenders, trustees and internal teams to deliver timely issue resolution and exceptional client service, while maintaining accuracy and strong controls.

Qualifications

• 3-5 years of experience in financial services, exposure to loan operations.
• Diploma or Degree in Accounting, Finance, Economics, or related field, with strong Excel.
• Proactive mindset with strong accountability and problem-solving skills.
• Ability to collaborate with internal and external stakeholders.
• Thrives in fast-paced environments with excellent attention to detail.

Responsibilities

• Review loan documentation and onboard assets in loan administration systems.
• Process cash and accrual transactions, payments, and daily reconciliations.
• Support lifecycle of loan trades through settlement with brokers and counterparties.
• Investigate and resolve loan processing inquiries with clients and teams.
• Prepare loan reports and contribute to process improvements and risk controls.

Skills

Advanced Excel

Stakeholder management

Attention to detail

Analytical thinking

Multitasking

Education

Diploma or Degree in Accounting, Finance, Economics

Tools

Loan administration systems

Microsoft Excel

Job description

ABOUT IQ-EQ

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in‑house experts.

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.

We’re driven by our Group purpose, to power people and possibilities.

THIS ROLE

This role is responsible for the end-to-end administration and servicing of bank loan assets, ensuring the accurate onboarding, processing, settlement, and ongoing management of loan transactions. Key responsibilities include reviewing and analyzing loan documentation, maintaining accurate loan records within administration systems, managing daily cash and accrual transactions, performing reconciliations, and supporting the full lifecycle of loan trades through settlement. The position requires close coordination with brokers, agent banks, counterparties, borrowers, lenders, trustees, and internal teams to ensure timely issue resolution and exceptional client service. Additionally, the role involves preparing and distributing loan reports, adhering to established procedures and risk controls, identifying process improvement opportunities, and demonstrating strong knowledge of loan products, operational processes, and technology platforms to support efficient and accurate loan servicing.

WHAT YOU WILL DO

• You will review and analyze loan documentation, onboard new assets, and accurately input and maintain loan information within loan administration systems.
• You will manage day-to-day loan operations, including processing cash and accrual transactions, making payments, and performing daily position and cash reconciliations.
• You will support the full lifecycle of loan trades from trade capture through settlement, coordinating with ClearPar, brokers, agents, and counterparties to ensure timely execution.
• You will investigate, resolve, and elevate loan processing inquiries while collaborating with clients, internal teams, borrowers, lenders, trustees, and agent banks to deliver responsive service.
• You will prepare and distribute loan reports, follow established procedures, contribute to process improvement and risk management initiatives, and demonstrate strong product, process, and technology expertise.

WHAT WE OFFER

• Competitive compensation and benefits – including allowances, government-mandated benefits, 13th month pay, and performance-based bonuses
• Health and wellness support – HMO coverage from Day 1 (with dependents), life and accident insurance, mental health support, and medical allowances
• Leave benefits – generous paid time off, special leave types, and observance of all Philippine holidays
• Hybrid work setup and tools – company-issued laptop, work-from-home kit, and flexibility after initial onboarding
• Learning and growth opportunities – access to training, annual salary reviews, internal mobility, and performance rewards

ABOUT YOU

• You bring 3-5 years of experience in financial services, with exposure to loan operations, banking, corporate lending, audit, or consulting environments.
• You hold a Diploma or Degree in Accounting, Finance, Economics, or a related field, supported by strong Microsoft Excel proficiency.
• You demonstrate a proactive mindset, strong accountability, and the ability to independently research, analyze, and resolve issues.
• You excel at collaborating with internal and external stakeholders, leveraging strong interpersonal, communication, and organizational skills.
• You thrive in fast-paced environments, effectively managing multiple priorities while maintaining accuracy, attention to detail, and a willingness to learn.