Records, Documents & Support Management Team Head (Corporate and Consumer Loans)

Security Bank Corporation; Makati; On-site; PHP 500,000 - 800,000; Full time

Job summary

Security Bank Corporation in Makati is seeking a Senior Loans Operations Supervisor to oversee the team, ensure the accuracy of internal and external reports, and safeguard vital loan documents in line with BSP and bank policies.

The role emphasizes analytical thinking, leadership, client service, governance, risk management, and quality orientation, with responsibilities spanning daily loan processing, SLA adherence, and cross-unit collaboration to improve turnaround times.

Qualifications

• Experience with lending products and operations.
• Proficient with Microsoft Office.
• Strong leadership, coaching and mentoring capabilities.
• Excellent time management, communication and analytical skills.
• Ability to handle conflicts and drive continuous improvement.
• Flexible to meet role demands including overtime and weekend shifts.

Responsibilities

• Analyze and ensure accuracy of loan transactions and compliance with policies and regulations.
• Support Unit Head with staff performance, scheduling, vacation leaves, competency gaps, and disciplinary actions.
• Ensure timely handling of requests from other units, branches and borrowers with the agreed SLA.
• Identify weaknesses in loan processes and propose improvements; collaborate with teams for system and process enhancements.
• Review, authorize and validate transactions ensuring documents are defect-free and compliant with terms.
• Ensure daily loan processing is completed and encoded in Retail Lending system per SLA and TAT.

Skills

Situational Leadership

Time Management

Critical Thinking

Communication Skills

Conflict and Issue Management

Continuous Improvement Mindset

Overtime Flexibility

Tools

Microsoft Office Applications

Job description

Supervises the activities of the team and ensures the accuracy of internal and external reports in accordance with bank policies and procedures, accepted accounting principles and regulations of Bangko Sentral and other agencies of the government. Accountable in safe keeping of vital loan documents such as LRBA, Credit advice, RLA Summary and Amortization schedule for all MMFP loan products, responsible in EWT balancing and other related assistance needed by the Section and/or CCLD Consumer Loans Unit.

PRINCIPAL DUTIES AND RESPONSIBILITIES

1. Analytical and Critical Thinking- Leverages analytical and critical thinking to support the unit's objectives, ensures compliance and accuracy in loan transactions, and proactively manages issues related to Loan transaction, taxation, documentation, and risk assessment.

2. Leadership/Management- Supports the Section and Unit Head through active involvement and administrative functions for Business Continuity Plan, evaluation of staff performance, scheduling of vacation leaves, preparation of competency gaps, implementation of job rotation/staff cross-posting and counseling and implementation of disciplinary action for erring employee.

3. Client Relationship Management- Monitors and ensures that all requests and queries from other units/ departments, branches and borrowers/ clients are attended to by the staff immediately and accurately with the agreed SLA to provide better client service.

4. Process Improvement & Project Management- Identifies the weaknesses in the loan processes and formulates recommendations to enhance the process and improve their efficiency and effectiveness at work. Initiates collaboration with business and support counterparts to harmonize processing, immediately address issues and ideas on system and process enhancements needed to attain improved TAT, develop efficiency and customer service.

5. Governance, Control and Risk Management - Reviews, authorize and validate the transactions by ensuring that documents submitted are free from any alterations or defects in accordance with the approved terms and conditions. Ensures that unit submits business and operational, compliance-related reportorial requirements within the set deadlines.

6. Quality Orientation- Ensures efficient implementation and proper loan processing by ensuring that all transactions received for the day are processed and encoded in the Retail Lending system to comply with established Bank policies and government regulations including agreed Service level of Agreement (SLA) and Turn-Around-Time (TAT).

JOB QUALIFICATIONS

• Knowledge in Lending Products and Operations
• Microsoft Office Applications
• Situational Leadership, Coaching and Mentoring, Career Growth and Management,
• Time Management, Critical Thinking, Communication Skills, Conflict and Issue Management
• Good analytical ability. Proactive and possesses continuous improvement mindset.
• Amenable to changes and flexible enough to meet the demands of the role.
• Flexible to work overtime, extended hours and during weekends and holidays