Loan Operations Associate| Financial Data Admin

4 days ago


Pasay, Philippines Infinit-O Full time

Overview Loan Operations Associate | Financial Data Admin (Hybrid | Night Shift) – Infinit-O, Pasay, National Capital Region, Philippines Infinit-O isn’t just about business process optimization, we’re about people. For over 20 years, we’ve been helping some of the world’s fastest-growing companies in Financial Services, Healthcare, and Technology achieve strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our culture emphasizes diversity, equity, and inclusion, with a people-first approach and a commitment to excellence and client satisfaction. We are a B Corp Certified company and have earned the Great Place To Work Certification multiple times. With a highly engaged and innovative team, we focus on meaningful change and continuous improvement in our processes and services. Details ● Work Setup: RTO 2-4 times a month ● Office Address: 9/F SCMC Mall of Asia Arena Annex (MAAX) Building, Pasay, 1300 Responsibilities Loan and Document Management: Accurately uploading and organizing all legal documents and data related to new deals and amendments, including uploading new loan agreements, historical amendments, and associated closing documents into the loan operations platform. Transaction and Portfolio Administration: Day-to-day administrative tasks for the loan portfolio, including booking new deals, processing transaction history, handling payments and interest accruals, and inputting drawdown notices and payoffs. Compliance and Covenant Tracking: Monitoring borrower obligations by inputting data and documents provided by clients, tracking financial and affirmative covenants, and notifying borrowers/lenders of timing for required reports or documents. Data and Reporting: Generating and maintaining accurate data within the platform to support the onshore team’s analysis, and preparing bespoke data exports and reports for internal review and client-facing materials. Client Request Fulfillment: Handling basic and recurring data requests from clients, providing copies of documents, historical transaction summaries, and standard reporting. Knowledge Base Management: Contributing to and maintaining the internal knowledge base with common requests, solutions, and best practices observed during daily tasks. Qualifications Bachelor’s degree in finance, business, or a related field is often required, though some positions may start with relevant work experience. 1-3 years of experience Proficiency with loan processing software, financial databases, and related technology High degree of accuracy in managing sensitive financial data and documentation Seniorilty & Employment Seniority level: Associate Employment type: Full-time Job Function & Industries Job function: Finance, Administrative, and Accounting/Auditing Industries: Outsourcing and Offshoring Consulting, Financial Services, and Accounting Referrals increase your chances of interviewing at Infinit-O. Get notified about new Loan Associate roles in Pasay, National Capital Region, Philippines. #J-18808-Ljbffr



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