Service Officer

6 days ago


Davao City, Davao, Philippines Security Bank Corporation Full time

About the Role

As a Service Officer, you will work closely with Relationship Managers to ensure efficient and timely account management of day-to-day transactions such as loan availment, interest payments, and loan documentation. You will help in assessing account handling and early detection of problematic accounts.

Your Key Responsibilities

  • Provide timely and relevant information to clients through effective communication to address concerns that may affect their loan facilities.
  • Assess and evaluate accounts by monitoring payments and client interactions to detect and identify possible problematic accounts.
  • Manage accounts with a credit line of P20.00MM and below by preparing short credit proposals and availment sheets to meet customer needs while developing productive relationships.
  • Prepare availment and instruction sheets based on the Bank's format to ensure all accounts are up-to-date.
  • Monitor documentary deficiencies of all accounts using the CDC monitoring tool in E-Source to ensure lines are updated and available to clients.
  • Keep Relationship Managers informed about account status through effective communication for overall proper account management.
  • Organize loan documents by properly filing credit folders to ensure completeness of loan documentation.

What We're Looking For

We require candidates with at least 3 years of relevant experience, knowledge of business and loan documents, and effective negotiation and monitoring skills. They should be able to communicate effectively with clients and other department units, anticipate issues, and plan strategies for account management.

About Security Bank Corporation

Security Bank is one of the Philippines' best capitalized private domestic universal banks. Our major businesses cover retail, corporate, commercial, and business (MSME) banking. We are recognized as an Employer of Choice in Philippine banking for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.


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