Roving Loan Processor & Treasury Assistant (Ortigas, Pasig City)

Loan Processor

• Explain loan-related charges and deductions to clients, including monthly amortization, penalties, net loan proceeds, and documentary requirements prior to loan release.
• Ensure that borrowers, co-borrowers, and co-makers have completed and submitted all required documents before the release of loan proceeds.
• Review and verify the completeness, validity, and authenticity of submitted loan documents.
• Facilitate the signing and execution of legal documents, including Promissory Notes (PN), Disclosure Statements (DS), Chattel Mortgages (CHM), Dacion en Pago, Voluntary Surrender documents for collateral, and Deeds of Assignment, as applicable.
• Assist borrowers in opening current accounts when required for loan processing.
• Conduct bank verification and validation of issued checks to ensure accuracy and proper processing.

Treasury Assistant

• Receive and acknowledge client payments and remittances, including cash, checks, and direct deposits from collection personnel and borrowers.
• Issue provisional receipts to collection personnel for received payments and remittances.
• Monitor and track issued provisional receipts and maintain proper recording and transmittal of provisional receipt booklets.
• Facilitate the deposit of client payments and remittances to the designated bank accounts.
• Forward vouchers for released checks and post-dated checks to the Head Office for proper documentation and processing.
• Record and post received remittances and restructured accounts accurately in the company's system.
• Maintain proper documentation and records of treasury transactions.

Assigned Areas: FSU NCR, Congressional Avenue, Antipolo, Cainta, and Marikina.

Job Specifications

• Graduate of any four-year business-related course.
• Strong customer service and communication skills.
• Excellent attention to detail and accuracy in handling documents and financial transactions.
• High level of responsibility, accountability, and integrity.
• Computer-literate and knowledgeable in basic office applications.
• Willing to travel and report to different assigned branches as required.

Basic Pay: 17,000-18,000