Roving Loan Processor and Treasury Assistant

Safc; Taguig; On-site; PHP 167,400 - 178,560; Full time

Benefits offered by this job

Free accommodations

Transportation reimbursement

Training allowance

Job summary

Safc is seeking a Treasury Assistant in Taguig to manage remittances, assist borrowers, and ensure compliance with loan documentation. The candidate will facilitate the signing of legal documents and maintain thorough records of transactions.

Responsibilities include informing clients about loan charges and requirements, checking documents, and ensuring the authenticity of submissions. This position offers training opportunities and necessary support during the onboarding process.

Responsibilities

• Inform clients regarding loan charges and documentation requirements.
• Ensure compliance of borrowers with required documents.
• Check validity and authenticity of documents submitted.
• Facilitate signing of legal documents for loans.
• Assist in the opening of current accounts.
• Conduct bank checks for issued by borrower.

Job description

Job description

• Informs the client regarding loan charges such as monthly amortization, deductions, penalties, net proceeds and documentation requirements prior to release of loan.
• Ensures that borrowers/co-borrowers/co-makers complied with the required documents prior to release of loan proceed.
• Checks the completeness, validity and authenticity of all documents submitted by the borrower/co-borrower/co-maker.
• Facilitates signing of legal documents to borrowers/co-borrowers/co-makers such as Promissory Note (PN), Disclosure Statement (DS) Chattel Mortgage, (CHM), Dacion En Pago, Voluntary Surrender (for collateral), and Deed of Assignment as applicable.
• Assists borrowers in the opening of Current Account.
• Conducts bank checking/verification for checks issued by borrower.

Treasury Assistant

• Receives remittances such as cash, checks and direct deposits from collection personnel and payment from borrower.
• Issues provisional receipts to collection department/personnel.
• Checks and monitors Provisional Receipts issued to collection department/personnel and maintains transmittal of Provisional Receipt booklets.
• Deposits remittances and payments of clients to the bank.
• Transmits to Head Office all vouchers of released checks or Post-Dated-Checks.
• Posts remittances to the system as well as restructured accounts.
• Willing to train in Ortigas, Pasig for two weeks (Free accommodations, Transportation Reimbursement, Training Allowance)

Office In: Taguig

Assign Areas: Muntinlupa, Las Piñas,Parañaque,Taguig, Makati

Salary Budget: 15,000-16,000