Relationship Associate - Cauayan

Metrobank; Cauayan; On-site; PHP 180,000 - 260,000; Full time

Job summary

Metrobank is seeking a Relationship Associate (Commercial Banking) to support servicing daily client requirements, maintain account data, and ensure loan documentary compliance. You will coordinate with units to deliver bank services and assist in evaluating client proposals and creditworthiness.

The role includes pre-screening loan applicants via phone verifications, reviewing pricing and transactions with other banks, and following up on legal/documentary requirements for credits.

Qualifications

• The job ad describes client servicing and loan processing-related activities.

Responsibilities

• Gathers and collates necessary and updated information/data on accounts. Ascertains the authenticity and completeness of documents submitted.
• Maintains updated lists and loan ticklers of accounts.
• Assists in pre-screening of loan applicants thru conducting phone verifications for in-depth interview to verify the veracity of information on the application as well as in surveying pricing/transactions of clients with other banks.
• Prepares basic analysis/evaluation of client’s proposal to provide inputs in their decision-making process.
• Follows-up submission of legal/documentary requirements on credits. Ascertains authenticity and completeness of documents submitted. Coordinates with Credit Group – Credit Investigation and Appraisal Division for appraisal of property and credit investigation.
• Coordinates/communicates with accredited companies and loan

Job description

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach!

Position Title: Relationship Associate (Commercial Banking)

Job Summary:

• Assists in meeting the unit’s targets thru servicing daily requirements of clients, maintaining updated data/information on accounts, and ensuring completion of all loan-related documentary requirements to assist them in analyzing clients’ requirements and/or credit worthiness.
• Coordinates with concerned units regarding the appropriate management of accounts to ensure adequate delivery of bank services to clients.

Specific Duties & Responsibilities:

• Gathers and collates necessary and updated information/data on accounts. Ascertains the authenticity and completeness of documents submitted.
• Maintains updated lists and loan ticklers of accounts.
• Assists in pre-screening of loan applicants thru conducting phone verifications for in-depth interview to verify the veracity of information on the application as well as in surveying pricing/transactions of clients with other banks.
• Prepares basic analysis/evaluation of client’s proposal to provide them with inputs in their decision-making process.
• Follows-up submission of legal/documentary requirements on credits. Ascertains the authenticity and completeness of documents submitted. Coordinates with Credit Group – Credit Investigation and Appraisal Division for appraisal of property and credit investigation.
• Coordinates/communicates with accredited companies and loan

Other Details:

Rank: Rank and File

(Onsite, Monday to Friday, 08:30 AM – 05:30 PM)