Operations Assistant

China Bank Group; San Fernando; On-site; PHP 201,000 - 268,000; Full time

Job summary

The Operations Assistant at China Bank Group in the Philippines supports end-to-end mortgage cancellation and collateral release for fully paid housing loans. You will work with Legal, Collections, Securities Custodianship, and Branch teams to ensure accurate, timely processing and strict documentation controls across all accounts.

You will also monitor turnaround times, update records, and communicate clearly with clients on document status while maintaining strong compliance with internal

Qualifications

• College graduate with a business-related degree.
• Excellent organizational and planning abilities.
• Proficiency in Word, Excel, PowerPoint.
• Strong business writing and communication skills.
• Ability to coordinate with multiple departments and handle client interactions professionally.
• Detail-oriented with strong documentation and monitoring skills.

Responsibilities

• Process cancellation of REM for fully paid accounts.
• Coordinate with Legal, Collections, Securities Custodianship, and Branches for release.
• Prepare and process mortgage-related certificates.
• Monitor and sort accounts for eligibility for cancellation.
• Update system records and tag released collateral documents.
• Handle inter-office communications and client inquiries.

Skills

Organizational skills

Planning abilities

Business writing

Communication skills

Client coordination

Attention to detail

Education

Business-related degree

Tools

MS Office

Job description

About You & the Role

The Operations Assistant is responsible for handling mortgage cancellation processes and the release of collateral documents for fully paid housing loan clients. The role works closely with the Legal Department, Securities Department, branches, and clients to ensure the accurate and timely processing of documents while maintaining proper monitoring and documentation of fully paid accounts within the required turnaround times.

What You Will Be Doing

• Handling end-to-end processing of Cancellation of Real Estate Mortgage (REM) for fully paid accounts.
• Coordinating with internal units such as Legal, Collections, Securities Custodianship, and Branches for document release.
• Preparing and processing:
  • Cancellation of Mortgage forms
  • Certificates of Full Payment
  • Certificates of No Claim
• Monitoring and sorting fully paid accounts to ensure eligibility for mortgage cancellation.
• Updating system records and tagging released collateral documents.
• Managing inter-office communications and client inquiries.
• Sending notices and updates to clients regarding document release.
• Maintaining databases and monitoring turnaround times for processing requests.
• Transmitting loan folders to Records Management for safekeeping.

What Success Looks Like

• Accurate and timely processing of mortgage cancellation and document release.
• Zero or minimal delays in turnaround time for fully paid account processing.
• Proper coordination with internal departments and branches without process errors.
• Well-maintained and updated database of fully paid accounts.
• High client satisfaction due to clear communication and efficient service.
• Complete compliance with internal policies and documentation standards.

Qualifications & Skills We Value

• College graduate, preferably with a Business-related degree.
• Excellent organizational and planning abilities.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Strong business writing and communication skills.
• Ability to coordinate with multiple departments and handle client interactions professionally.
• Detail-oriented with strong documentation and monitoring skills.

What You Can Expect Here

You can expect to work in a structured operations environment within a banking and mortgage servicing unit, gaining exposure to end-to-end loan servicing and collateral release processes while collaborating with various banking departments and external clients. The role provides opportunities to strengthen your skills in operations, compliance, documentation, and client servicing while contributing to a team that values accuracy, coordination, and service excellence.