LOANS CLERK/Client Service Representative (Tuguegarao City)

 

Responsible for the providing administrative and clerical support related to the processing of loans and issuance of branch documentations in accordance with regulations policies, procedures and strategies.

Duties and Responsibilities:

1. Operations Support

· Handles loan inquiries. Receives, evaluates and conducts initial interview of walk-in customers/clients

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· Ensures completeness of all the information appearing in the personal information sheet

· Records and encodes customer record in PIS Register and Web Application System

· Submits records to the branch manager for dispatching to CCI

· Conducts verification with CMAP as part of initial investigation of loan applicant

· Assists the branch manager in monitoring the status of the record assigned to the CCI

· Prepares contracts and other precautionary papers needed for processing loan applications

· Requests for quotation necessary insurance coverage

· Computes for monthly installment, prepares and issues direct loan receipt

· Prepares notice of credit decisions and relays to the branch managers who communicate approval/disapproval of loan application to client

· Issues and encodes post-dated check acknowledgement receipt for those with PDC's and coordinates with the branch manager

2. Documentation

· Facilitates and ensures completeness of loan contracts and other necessary documents

· Issues and encodes daily loan receipts in the web

· Sets up the account and prepares the customer visit card for assignment to the CCI

· Prepares Check Voucher to disburse processing due. Sets up envelope jacket for every processing due disbursed for proper safekeeping and monitoring

· Transmits complete set of loan documents for loan proceeds

· Maintains accurate and systematic records management for easy retrieval

· Assists in preparation of clients file folders

3. Administrative

· Assists in the recruitment of at least four coordinators in a week

· Establishes and maintains good relationship with clients and agents

· Assist in the training and orientation of newly hired loans clerk

· Assist in the replishment of branch accountable and non-accountable forms

Qualifications:

· Candidate must possess at least Bachelor's/College Degree in any field of study

· 1 Year Experienced Employee specialized in Banking/Financial Services or equivalent is advantage

· Can communicate both oral and written

· Computer literate (Microsoft Word & Excel)

· Team player, acts quickly and has the ability to anticipate situation and act accordingly

· Fresh graduates are welcome to apply

Job Types: Full-time, Permanent, Fresh graduate

Benefits:

• Health insurance
• Life insurance

Schedule:

• Day shift

Supplemental pay types:

• 13th month salary

Education:

• Bachelor's (Preferred)

Experience:

• Customer service: 1 year (Preferred)

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