Operations Lead - Bank Financing

Filinvest Development Corporation; Pasig; On-site; PHP 360,000 - 480,000; Full time

Job summary

A leading financial services firm in the Philippines is seeking a Customer Financing Team Lead of Admin. This role manages the administrative functions of the Customer Financing Department, supervising team productivity, training staff, and ensuring adherence to service standards. Candidates should hold a Bachelor's Degree, have at least three years of supervisory experience, and demonstrate strong analytical and leadership skills. This position offers opportunities for professional development in a dynamic environment.

Qualifications

• Bachelor's Degree in Management, Finance, IT, or equivalent.
• Minimum 3 years experience in a supervisory role.
• Minimum 3 years experience in managing employees.

Responsibilities

• Monitor daily productivity of the Admin Team.
• Provide supervision and conduct training for Admin staff.
• Maintain operational performance of the Admin Team.
• Prepare daily activity updates and reports.
• Ensure effective processes and issue resolution.

Skills

Strong analytical skills

Excellent interpersonal and communication skills

Leadership skills

Proficient in MS Office applications

Ability to work independently

Highly organized

Training and developing staff

Multitasking

Staff development

Multitasking

Education

Bachelor's Degree in any 4-year course

Tools

MS Word

Excel

PowerPoint

Job description

JOB SUMMARY

The Customer Financing Team Lead of Admin is responsible for managing the overall administrative functions of the Customer Financing Department. This entails supervising the daily activities of the Admin Team that ensures that all tasks are accomplished within standard turnaround time.

The lead is also involved in guiding and mentoring staff in providing administrative support to the Frontline Teams, particularly in the preparation and timely submission of bank loan applications and the review of Letters of Guarantee.

DUTIES AND RESPONSIBILITIES

KEY ACCOUNTABILITY

• Monitors the daily productivity of the Admin Team to ensure service levels and key objectives including agreed production timelines are being met.
• Provides supervision and conducts briefing and training for the Admin staff of Customer Financing-Agents to ensure consistent delivery of quality performance.
• Monitors and maintains the operational performance of the Admin Team by providing necessary guidance and assistance to uphold agreed customer service standards and productivity of work-related output.
• Prepares activity updates daily and periodic reports for internal use within the unit and for management review.
• Ensures that workflow and departmental interfaces and collaboration with the Customer Financing‑Bank lead to improved processes and resolves issues encountered.

TECHNICAL COMPETENCIES AND SKILLS

• Strong analytical skills, particularly in handling data, processes, and information.
• Excellent interpersonal, communication, and leadership skills; clearly articulate ideas both in writing and verbally.
• Proficient in MS Office applications (MS Word, Excel, PowerPoint).
• Able to perform effectively under time pressure and meet set deadlines.
• Capable of working independently with minimal supervision.
• Highly organized and process-oriented.
• Able to train and develop staff to be proficient in daily operations and develop talent for succession.
• Upholds integrity and strong personal values.
• Skilled in multitasking and managing multiple priorities effectively.

EDUCATION, TRAINING, AND LICENSES REQUIRED

• Bachelors Degree in any 4-year course; preferably a graduate of Management, Finance and/or Information Technology, or equivalent.
• At least 3 years of experience in a supervisory level.
• Has at least 3 years of experience in handling employees.