SERVICE ASSOCIATE (CAVITE)
Bank of the Philippine Islands (BPI)
Date: 8 hours ago
City: Imus
Contract type: Full time
The Commercial Banking Service Associate is responsible for assisting the Relationship Manager in the implementation of loan transactions and customer servicing functions.
- Requests checkings with other departments (e.g. appraisal, title verification, trade checking, business checking, etc.) and collates the results for evaluation of the RM/AO
- Prepares the documents needed to implement credit facilities
- Monitors submission of document and insurance deficiencies by client to ensure completeness of requirements; also maintains orderly files of documents for each account to facilitate monitoring
- Prepares special requests of clients such as Statement of Account, amortization schedules, interest payments, etc.
- Prepares various requests to all units such as but not limited to partial release of collaterals, collateral substitution, application/re-application of payments, instruction sheets, implementing memos, etc.
- Monitors loan repricing and maturity dates of clients managed by RM/AO through reports from mainframe systems
- Services loan and trade transactions of clients and coordinates with booking unit and/or client to ensure implementation of a loan or trade transactions
- Prepares instruction sheets on loan or trade transactions for the approval of RM /AO
- Types promissory notes
- Reviews and sends billing statements to clients and ensures that interest and principal amortizations due are collected and paid on time to avoid booking of accounts to past due and the client’s incurring past due charges
- Prepares reports/ provides information required by RM/AO, Market Head, Team Head and Division Head regarding accounts managed
- Performs other administrative work that may be assigned from time to time
- Graduate of any 4 year Bachelor’s/College Degree, preferably related to Business, Banking or Finance
- Preferably with knowledge and experience in banking processes in loans and customer service
- Adept in the needed MS Office systems, good interpersonal relationship, oral and written communication skills, service oriented
- Willing to be assigned in Rosario, Cavite
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Full Stack Developer - WordPress Specialist
Rocket Clicks,
Imus
2 weeks ago
About Rocket ClicksMissionWe accelerate growth for innovative businesses through revenue-first marketing strategies.Accelerate Growthpushing businesses, individuals, and entrepreneurs that want to grow fasterInnovative Businessesbusinesses, individuals, and entrepreneurs that want to lead in their industryRevenue-First Marketing Strategieswe measure success based on our ability to drive revenue and increase profitabilityVisionLegacy & Impact1,000 Revenue Barriers SurpassedCulture & Team1,000 PPF Goals AchievedFinancial Outcome$35MM in Revenue...
F&I Director
Mills Automotive Group,
Imus
3 weeks ago
Classic Hyundai of HamptonHampton, VAFull TimeorAre you looking to grow? Are you looking to work with a Group that's constantly growing and promoting from within? If this is you, then look no further!We have been in business for over 20 years. We are operating more than 30 stores in 8 states!If you are looking to take the next step in...
Recruitment Open House (Field Sales hiring): Imus Sales office - June 16
Philip Morris International,
Imus
3 weeks ago
Recruitment Open House – Field Sales HiringJune 16, Monday, 8:00 AM to 3:00 PMWe accept walk – in candidates. Bring a copy of your updated resume, NBI (If available), valid IDBe a part of a revolutionary change Sales and Marketing at PMI feels like building a new business – but with the accumulated expertise of a global brand behind you....
