Client Service Representative

Radiowealth Finance Company Inc.


Date: 4 days ago
City: Mandaluyong City
Contract type: Full time
Duties and Responsibilities

  • Operations Support
  • Handles loan inquiries. Receives, evaluates and conducts initial interview of walk-in customers/clients
  • 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
  • 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
  • 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 replenishment 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

Ready to become an integral part of our team? Share your resume with us at [email protected] and let’s embark on this journey together.

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