Accounts Officer Associate - #88033

Equicom Savings Bank, Inc.

Date: 2 weeks ago
City: Makati City, Metro Manila
Contract type: Full time

Who are we looking for:

Accounts Officer Associate

Division: Account Management Division

Your role:

Responsible for providing overall monitoring and administrative support to the Account Management Division with regard to marketing, documentation, monitoring of accounts and implementation of transactions on a timely and efficient manner in accordance with established bank policies and procedures.

  • Marketing
  • Assists the Account Officer in account solicitation/marketing of bank products.
  • Coordinates with prospective/existing clients for the submission of bank requirements for establishment/renewal of credit facilities.
  • Handles credit checking and appraisal requests
  • Prepares financial spreadsheets / financial analysis.
  • Initiates preparation of credit proposals.
  • Prepares call/plant visit report.
  • Documentation
  • Handles preparation of Loan Documents per approved credit application/offering ticket.
  • Coordinates with clients on the submission of loan documentation requirements based on the conditions set forth in the credit application/offering ticket.
  • Ensures that all requirements are complete, submitted on time and are in accordance with Bank policies and guidelines.
  • Submits all loan documents to Legal Department for chopping purposes.
  • Filing of various loan documents in the credit folders.
  • Implementation of Transaction
  • Informs client of the loan release.
  • Ensures that loan availment documents are in order and submitted to Loans Operations Department within the cutoff time.
  • Prepares Instruction Sheet for loan release in accordance with the terms per approved credit application/offering ticket and submits to Loans Operations Department within the cutoff time.
  • Coordinates with the concerned departments for the loan release clearance.
  • Provides clients with copies of loan release documents
  • Monitoring of Accounts
  • Monitors daily transactions including but not limited to interest payments/loan maturities/amortization payments.
  • Coordinates with clients for the payment instruction.
  • Prepares Instruction Sheet in accordance with the terms per the approved credit application/offering ticket.
  • Ensures submission of the Instruction Sheet and documents, if any to Loans Operations Department within the prescribed cutoff time.
  • Prepares periodic reports.
  • Ensures submission of documents (income tax returns, audited financial statements, customer information sheet and others) for updating purposes.
  • Ensures that appraisal reports/credit checking are updated on a regular basis.
  • Performs duties that may be assigned from time to time.


  • Candidate must be a graduate of any business course.
  • Must be able to use computer technology and software applications such as Microsoft Office (Excel, Word, Powerpoint, etc.).
  • With good oral and written communication skills.
  • Organized and with keen attention to detail.
  • Experience in customer service is an advantage.
  • Result-oriented.
  • Applicants must be willing to report onsite at Equicom Savings Bank Head Office located at 6/F ODC International Plaza, 219 Salcedo St., Legaspi Village, Makati City.
  • Fresh graduates are welcome to apply.

Employment type: Full-time

Work Arrangement: On-Site

Why choose us?

  • Competitive Salary and Benefits package
  • Guaranteed Bonus
  • Opportunities for enhanced learning
  • Personal mentoring from the top management
  • Fast-paced highly dynamic work environment
  • Make a positive Impact in a culture that supports success
  • Training and Career Development
  • Great Place to Work!

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