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Documentation Clerk for Loans

3 weeks ago

Makati City, National Capital Region, Philippines Security Bank Corporation Full time

Join us at Security Bank Corporation as a Loans Documentation Reviewer

About the Position

We are seeking a highly motivated and detail-oriented professional to ensure the accuracy and completeness of submitted documents on accounts for review and booking.

Main Responsibilities
  • To assess and encode document deficiencies cited on the LDRU Checklist in Process Maker.
  • To suggest Hold Proceeds or Hold Dealer's Incentive depending on the significance of document deficiency and endorse for approval.
  • To create Customer Basic Number via CRM in case account has no CASA or non-SBC client.
  • To validate if the Account number indicated in signed Automatic Debit Arrangement (ADA) form is accurate versus FBEQ.
  • To send email request to CDC Customer Maintenance if the account has existing BBN and with details subject for updating/modification.
Key Qualifications
  • Bachelor's degree in Business Administration or related field.
  • 0–2 years of relevant work experience.
  • Excellent communication, analytical, and interpersonal skills.
  • A keen eye for details; our job is the review of submitted documents.
  • Ability to work under pressure, especially during month ends.

As a Loans Documentation Reviewer, you will have the opportunity to work with a dynamic team and contribute to the success of Security Bank Corporation.