Operations Assistant - Bank Financing (Outbound)

Filinvest Development Corporation; Mandaluyong; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial services provider located in Metro Manila is seeking a dynamic individual to handle bank financing processes. The role involves effective communication with clients and partner banks, ensuring timely processing and resolution of inquiries. Candidates should have strong analytical and customer service skills, with 1-2 years of related experience preferred. This position requires someone who can multitask efficiently and maintain high standards of service, all while thriving in a fast-paced environment.

Qualifications

• Preferably with a background in Collections or experience within a Banking environment.
• At least 1–2 years of relevant work experience.
• Strong communication and follow-through skills.

Responsibilities

• Processes bank financing and refinancing accounts for partner banks.
• Communicates effectively with clients via phone, email, and in-person.
• Ensures all service requests are resolved within turnaround time.

Skills

Strong analytical skills

Excellent communication skills

Customer service skills

Proficient in MS Office

Ability to work under time pressure

Leadership skills

Highly organized

Job description

Job Description:

· Processes bank financing and refinancing accounts for assigned partner banks within the standard processing time, including endorsement of account information and documents, review of bank guarantees, and recording of loan payments in the system.

· Communicates effectively with clients (buyers and partner banks) via phone, email, and face-to-face interactions to address concerns, collect necessary documentation, and ensure timely processing of bank loans.

· Ensures that all assigned service requests are resolved and completed within the established turnaround time.

· Submits daily productivity and accomplishment reports to the Operations Lead – Bank Financing

Technical Skills:

Strong analytical skills, particularly in handling data, processes, and information.

· Excellent communication skills, with the ability to clearly articulate ideas both in writing and verbally.

· Demonstrates exemplary customer service skills.

· Proficient in MS Office applications (Word, Excel, PowerPoint).

· Able to perform effectively under time pressure and meet set deadlines.

· Capable of working independently with minimal supervision.

· Proven ability to lead teams, supervise daily operations, and develop talent for succession.

· Highly organized and process-oriented.

· Skilled at multitasking and managing multiple priorities effectively.

· Upholds integrity and strong personal values.

Key Responsibilities:

• Conduct buyer call-outs to collect LOG (Letter of Guarantee).
• Handle client inquiries through calls and emails.
• Ensure 100% completion of the productivity sheet assigned by the Team Leader (render overtime if unfinished).
• Maintain at least 60% contact rate with clients.

Qualifications:

• Preferably with a background in Collections or experience within a Banking environment.
• At least 1–2 years of relevant work experience.
• Strong communication and follow-through skills.
• Organized, customer-centric, and goal-oriented.
• Prior call center experience is considered an advantage for this role.