Service Associate (Rolling Intake)

Assist Relationship Managers in loan transactions and customer service at a leading commercial bank.

Your Role

Key responsibilities are as follows:

• Assists in implementing loan transactions and customer servicing functions.
• Requests and collates information from various departments for evaluation.
• Prepares necessary documents for credit facilities.
• Monitors document and insurance submissions to ensure completeness.
• Prepares client requests such as Statements of Account and amortization schedules.
• Handles requests for collateral release, payment applications, and more.
• Monitors loan repricing and maturity dates.
• Coordinates loan and trade transactions with booking units and clients.
• Prepares instruction sheets for transaction approvals.
• Types promissory notes.
• Reviews and sends billing statements, ensuring timely payments.
• Prepares reports and provides information to management.
• Performs other administrative tasks as assigned.

About You

Ideal candidates will have:

• A Bachelor's/College Degree, preferably in Business, Banking, or Finance.
• Knowledge and experience in banking processes related to loans and customer service.
• Proficiency in MS Office, strong interpersonal skills, and excellent communication abilities.
• A service-oriented mindset.
• Willingness to be assigned in Makati.

Benefits

Competitive salary with bonuses, comprehensive healthcare, and other perks.

Training & Development

Opportunities for professional development and mentorship programs.

Career Progression

Potential for career advancement within the company, with expected growth in responsibilities and roles over the next few years.

How to Apply

Submit your application with a detailed resume and cover letter, highlighting relevant experience and skills. Click the "Apply on employer site" button on this page.

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