Savings And Loans Associate/Admin Assistant

Market Place Cooperative; Pasay; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Employee Recognition Program

Job summary

A financial cooperative in Pasay is seeking a Savings And Loans Associate/Admin Assistant to assist clients with savings and loan transactions. The role requires a Bachelor's degree in Finance or related field, and offers an opportunity for those with or without experience. Responsibilities include processing transactions, evaluating loan applications, and maintaining accurate records. Candidates should possess strong numerical and analytical skills, as well as proficiency in MS Excel and financial systems.

Qualifications

• Bachelor’s degree required.
• Experience in banking or lending is an advantage.
• Proficient in MS Excel and financial software.

Responsibilities

• Assist clients with savings account transactions.
• Process deposits and withdrawals.
• Review and assess loan applications.

Skills

Numerical skills

Analytical skills

Communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Accountancy, Business Administration, or related field

Tools

MS Excel

Financial systems/software

Job description

Savings And Loans Associate/Admin Assistant

Market Place Cooperative

On-site - Pasay No Exp Required Bachelor Full-time

Job Description

Employee Recognition and Rewards

Employee Recognition Program

Key Responsibilities:

• Assist clients/members with savings account opening, updates, and inquiries
• Process deposits, withdrawals, and other savings transactions
• Receive and evaluate loan applications and supporting documents
• Conduct initial assessment of borrower eligibility and creditworthiness
• Prepare loan documentation and ensure completeness of requirements
• Monitor loan releases, repayments, and account balances
• Follow up on due or overdue loan payments
• Maintain accurate records of all savings and loan transactions
• Generate reports related to savings, loans, and collections
• Ensure compliance with internal policies and regulatory requirements
• Provide excellent customer service and address client concerns

Qualifications:

• Bachelor’s degree in Finance, Accountancy, Business Administration, or related field
• With or without experience (experience in banking, lending, or cooperative is an advantage)
• Basic knowledge of lending procedures and financial transactions
• Strong numerical and analytical skills
• Proficient in MS Excel and financial systems/software
• High attention to detail and accuracy
• Good communication and interpersonal skills
• Honest, trustworthy, and able to handle confidential information