Sales Support Assistant

BDO Unibank; Cebu City; On-site; PHP 180,000 - 300,000; Full time

Job summary

BDO Unibank, Inc. in Cebu City is seeking a Loan Documentation Assistant to support the Account Officer by processing loan applications and handling loan documents with accuracy.

You will coordinate with clients, dealers, and branch managers, monitor application status, and relay credit decisions. This role emphasises attention to detail and timely communication to ensure smooth booking and funding processes.

Qualifications

• Experience in loan documentation and file maintenance.
• Ability to coordinate with clients, officers, and branch staff.
• Strong attention to detail and accuracy in processing documents.

Responsibilities

• Document and record loan applications received for the day.
• Process accounts for review and booking.
• Monitor status of client applications and credit/background investigations; relay status to clients.
• Assist Account Officer in following up lacking requirements for booking.
• Ensure prompt relay of credit decisions to branch managers, clients, dealers, salesmen, brokers, and pre/post booking requirements.
• Facilitate signing of loan documents.
• Accept payments (loan amortization) via postdated checks, down payments, and fees.
• Relay deficiencies of loan documents for booking and forward to LAD.
• Maintain records and files of accounts.
• Perform other duties as assigned.

Job description

Responsible in providing adequate back-up to Account Officer by entertaining telephone and provides quality service to walk-in inquiries of clients’, dealers, salesman, brokers and branch managers; Assists AO in loan documentations, and launching various marketing programs.

Primarily responsible for

1. 1. Document and records laon application received for the day.
2. 2. Process accounts for review and booking.
3. 3. Monitor status of client’s applications and requests for credit/background investigatins, appraisal, and relays status of application to clients’.
4. 4. Assist AO in following up lacking requirements needed for booking.
5. 5. Ensure prompt relay of credit decisions to branch managers, clients’, dealers, salesman, brokers as well as pre/post booking requirements.
6. 6. Facilitate signing of Loan Documents
7. 7. Accept payments (Loan Amortization) in the form of postdated checks, down payments, and CM Fees in the form of check
8. 8. Relay deficiencies of loan documents for booking as well as forwad such to LAD
9. 9. Maintaining of records and files of accounts.
10. 10. Perform other duties that may be assigned from time to time.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 30729

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