Regional Loan Operations Lead

CBS China Bank Savings; Caraga; On-site; PHP 350,000 - 700,000; Full time

Job summary

CBS China Bank Savings in the Philippines seeks a leader to oversee the overall conduct of business and operational effectiveness of the Regional Business Center and its Service Personnel to meet objectives.

The role emphasizes ensuring loan document accuracy, policy compliance, and effective management of service personnel, with a focus on customer service excellence and delegated credit approvals within authority.

Qualifications

• Must be a college graduate of any 4-year course.
• With experience in DepEd Lending industry handling Loans Operations.
• With Good Communication Skills, Presentation and facilitation.

Responsibilities

• Responsible in ensuring that the business service and operational objectives of his assigned Regional Business Center are met or exceeded by effectively implementing approved service and operational strategies.
• Responsible in ensuring the effectiveness, efficiency, and productivity of assigned Regional Business Center Service Personnel.
• Ensure excellent customer service according to the established corporate standards.
• Ensures daily that loan documents of newly booked, renewed and/or extended loans such as Promissory Notes, Disclosure Statements, Amortization schedules are complete and accurately filled.
• Implements company policies and procedures within the assigned territory and sees to it that they are properly complied with; acts as approver of loan within his/her credit authority limit.

Skills

Leadership

Communication

Presentation & Facilitation

Education

Bachelor's degree (4-year)

Job description

Responsible for the overall conduct of business and operational effectiveness and efficiency of

his assigned Regional Business Center as well as Service Personnel to meet established objectives.

As a Branch Service Head, she will be responsible for the following:

RESPONSIBILITIES

• Responsible in ensuring that the business service and operational objectives of his assigned Regional Business Center are met or exceeded by effectively implementing approved service and operational strategies.
• Responsible in ensuring the effectiveness, efficiency, and productivity of assigned Regional Business Center Service Personnel.
• Ensure excellent customer service according to the established corporate standards.
• Ensures daily that loan documents of newly booked, renewed and/or extended loans such as Promissory Notes, Disclosure Statements, Amortization schedules are complete and accurately filled.
• Implements company policies and procedures within the assigned territory and sees to it that they are properly complied with. 6. Acts as Approver of loan within his/her credit authority limit.

QUALIFICATIONS:

• Must be a college graduate of any 4-year course, preferably business course
• With experience in DepEd Lending industry handling Loans Operations.
• With Good Communication Skills, Presentation and facilitation.