Operations Associate - Bank Financing Frontline

Filinvest Group; Muntinlupa; On-site; PHP 300,000 - 420,000; Full time

Job summary

Filinvest Group in the Philippines is seeking an Operations Associate - Bank Financing Frontline to support housing loan applications with our partner banks. You will coordinate with clients and banks to ensure timely processing, respond to inquiries via phone, email, and in-person meetings, and manage daily tasks within standard timelines.

The role emphasizes analytical thinking, strong communication, and accuracy in handling bank financing documentation, with a focus on customer service and

Qualifications

• Bachelor’s degree in any 4-year program required or preferred.
• Experience coordinating with clients and banks is a plus.
• Strong communication skills and client-facing experience expected.
• Proficiency in MS Office (Word/Excel/PowerPoint) is advantageous.

Responsibilities

• Process bank financing and refinancing accounts within the standard processing time.
• Coordinate with clients and partner banks via phone, email, and in person to address inquiries and collect documents.
• Ensure all service requests are completed within turnaround times.
• Submit daily productivity reports to team lead.

Skills

Analytical skills

Communication

Customer service

MS Office

Time management

Independent worker

Organization

Multitasking

Integrity

Education

Bachelor’s degree in any 4-year program

Job description

Operations Associate - Bank Financing Frontline

About the job Operations Associate - Bank Financing Frontline

Job Summary

The Customer Financing-Bank Associate assists clients who want to apply for a housing loan from the bank to fully pay their purchased property. He/she needs to ensure that bank financing accounts will be applied and processed for a housing loan. The role entails heavy coordination with clients (our buyers and partner banks) to address concerns and inquiries pertaining to bank financing via phone, email and face-to-face interaction. He/ she is also expected to complete assigned service requests and work list within the standard processing time.

Job Summary

The Customer Financing-Bank Associate assists clients who want to apply for a housing loan from the bank to fully pay their purchased property. He/she needs to ensure that bank financing accounts will be applied and processed for a housing loan. The role entails heavy coordination with clients (our buyers and partner banks) to address concerns and inquiries pertaining to bank financing via phone, email and face-to-face interaction. He/ she is also expected to complete assigned service requests and work list within the standard processing time.

Duties and Responsibilities

1. 1.Processes bank financing and re-financing accounts for a particular bank within the given standard processing time - starting from endorsement of account information and documents to banks, reviewing of bank guaranty and, lastly, until loan payments are received and completed in the system.
2. 2. Effectively and appropriately communicates and assists our clients (our buyers and partner banks) through phone, email or face-to-face interaction, to address their concerns and also collect necessary documentation and/or payments from clients for the bank loan to be processed within the given standard processing time.
3. 3. Ensures that service requests assigned to him/her are resolved/ completed within set turnaround time.
4. 4. Sends daily productivity/ accomplishment report to the Customer Financing-Bank Team Lead.

Technical Competencies and Skills

Strong Analytical Skills Particulary in Handling Data/Processeces and Information, Excellent Communication Skill with Ability to clearly articulate ideas both in Writing and Verbally, Demonstrate Exemplary Customer Service Skills, Proficient in MS Office Application (Word/Excel/Powerpoint), Able to perform effective under time pressure and meet set deadlines, Capable of Working Independently with Minimal Supervision, Highly Organized and Process Oriented, Skilled at Multitasking and Managing multiple priorities effectively, Upholds Integrity and Strong Personal Values

Education, Trainings and Licenses Required

Bachelor’s Degree on any 4-year course, Preferably a graduate of Management/ Finance and/or Information Science or any related courses