Credit Assistant - Cebu

The Golden Legacy Financing Corporation


Date: 2 weeks ago
City: Cebu City
Contract type: Full time
Job Summary

  • Supports and assists the Branch Head in credit operations and in the maintenance of branch premises in accordance with company standards.

Key Responsibilities

  • Branch Credit Operations
  • Assists the Branch Head in credit operations and loan processing:
  • Receives clients and attends to their inquiries regarding loan application
  • Pre-screens clients to determine their financial needs, pension type and eligibility for loan application; secures the necessary documentation to facilitate loan processing
  • Conducts the appropriate verification process to determine clients pension status, loanable limits, and accuracy of information provided in submitted requirements
  • Encodes loan information to database and prepares the necessary documentation to initiate the loan approval process
  • Provides timely feedback to concerned parties (e.g. walk-ins/ sales agent) on status of application to facilitate remedial action and minimize delays in processing (e.g. due to lack of proper documentation).
  • Coordinates with Head Office for loan payment processing and release; facilitates loan proceeds releasing to borrowers; conducts necessary follow-ups to ensure timely release.
  • Assists the Branch Head in preparing documents/ data for management reporting.
  • Identifies areas for process improvements in accordance with customer needs and companys requirements; provides input to Branch Head/ Credit management.
  • Customer Relations Management
  • Engages clients and attends to their inquiries according to Golden Legacys customer service standards.
  • Suggests ways to improve customer service practices based on day-to-day client interactions in the branch.
  • Branch Administrative Management
  • Supports and assists the Branch Head in ensuring the cleanliness and maintenance of branch premises.
  • Maintains an inventory of office supplies and places orders when necessary.
  • Maintains an efficient filing system for branch documents.
  • Maintains a record of office expenses and provides regular reporting to Branch Head.
  • Processes actions needed for branch maintenance including utility and other payments, coordination for business and local permits, and other requirements needed for the upkeep of the branch
  • Others
  • Performs other duties and responsibilities that may be assigned from time to time.

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