SERVICE ASSOCIATE (PASIG)

Hammerjack Pty Ltd; Philippines; On-site; PHP 400,000 - 600,000; Full time

Job summary

Hammerjack Pty Ltd in the Philippines is seeking a Corporate Banking Service Associate to assist the Relationship Manager in implementing loan transactions and handling client servicing.

You will prepare documents for credit facilities, coordinate with appraisal and other units, monitor maturities, process statements and billing, and maintain orderly account files for accurate reporting and timely payments.

Qualifications

• Bachelor's degree in Business/Banking/Finance required
• Knowledge and/or experience in banking loan processes and customer service preferred
• Proficiency in MS Office; strong interpersonal, oral and written communication; service oriented
• Fresh graduates are welcome to apply
• Willing to be assigned in Ortigas

Responsibilities

• Assist RM/AO in implementing loan transactions; collate results from other departments
• Prepare documents to implement credit facilities
• Monitor submission of documents and insurance deficiencies; maintain orderly files
• Prepare client requests such as statements of account, amortization schedules, interest payments
• Prepare various unit requests including collateral releases/substitutions and payment applications
• Monitor loan repricing and maturity dates via mainframe reports
• Service loan and trade transactions; coordinate with booking unit and client
• Prepare instruction sheets for loan/trade approvals
• Type promissory notes
• Review and send billing statements; ensure timely collection of interest and principal
• Prepare reports/information for RM/AO, Market Head, Team Head and Division Head
• Perform other administrative work as assigned

Skills

MS Office

Interpersonal skills

Oral and written communication

Service oriented

Education

Bachelor's degree in Business/Banking/Finance

Tools

Mainframe systems

Job description

The Corporate Banking Service Associate is responsible for assisting the Relationship Manager in the implementation of loan transactions and customer servicing functions.

Core Responsibilities

• Requests checking with other departments (e.g. appraisal, title verification, trade checking, business checking, etc.) and collates the results for evaluation of the RM/AO
• Prepares the documents needed to implement credit facilities
• Monitors submission of document and insurance deficiencies by client to ensure completeness of requirements; also maintains orderly files of documents for each account to facilitate monitoring
• Prepares special requests of clients such as Statement of Account, amortization schedules, interest payments, etc.
• Prepares various requests to all units such as but not limited to partial release of collaterals, collateral substitution, application/re-application of payments, instruction sheets, implementing memos, etc.
• Monitors loan repricing and maturity dates of clients managed by RM/AO through reports from mainframe systems
• Services loan and trade transactions of clients and coordinates with booking unit and/or client to ensure implementation of a loan or trade transactions
• Prepares instruction sheets on loan or trade transactions for the approval of RM /AO
• Types promissory notes
• Reviews and sends billing statements to clients and ensures that interest and principal amortizations due are collected and paid on time to avoid booking of accounts to past due and the client's incurring past due charges
• Prepares reports/ provides information required by RM/AO, Market Head, Team Head and Division Head regarding accounts managed
• Performs other administrative work that may be assigned from time to time

Qualifications

• Graduate of a 4 year Bachelor's/College Degree, related to Business, Banking or Finance
• Preferably with knowledge and experience in banking processes in loans and customer service
• Adept in the needed MS Office systems, good interpersonal relationship, oral and written communication skills, service oriented
• Fresh graduates are welcome to apply
• Willing to be assigned in ORTIGAS