SERVICE STAFF
Bank of the Philippine Islands (BPI)
Date: 3 weeks ago
City: Manila
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 Makati
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
Payroll Analyst
Macquarie Group,
Manila
3 days ago
Join us in this exciting opportunity as a client-facing Payroll Associate and play a key role in ensuring the seamless delivery of payroll and various related services to our employees across the Asia Pacific Region.At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating...
Talent Coordinator, APAC
Netflix,
Manila
6 days ago
Netflix is one of the world's leading entertainment services, with over 300 million paid memberships in over 190 countries enjoying TV series, films and games across a wide variety of genres and languages. Members can play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time.Netflix has enjoyed explosive growth over...
FRAUD RISK ANALYST
Bank of the Philippine Islands (BPI),
Manila
1 week ago
The Fraud Risk Analyst position is primarily responsible for executing all operational aspects of Fraud Risk Operations management, such as but not limited to the support of the following key roles: authorization, fraud detection, fraud recovery and provisioning, fraud rule management and MIS generation, and risk strategic and governance.ResponsibilitiesOperational Excellence - Support the division’s authorization and fraud prevention strategies by...