Bank of the Philippine Islands Service Associate Role

1 week ago

Cebu City, Central Visayas, Philippines Bank of the Philippine Islands Full time
Job Description

The Service Associate is a vital role within our organization, responsible for collaborating with Relationship Managers in implementing loan transactions and customer servicing functions.

Key Responsibilities:

  • We request checkings with other departments (e.g. appraisal, title verification, trade checking, business checking, etc.) and collate the results for evaluation by the RM/AO.
  • The preparation of documents needed to implement credit facilities is another essential duty.
  • We monitor submission of document and insurance deficiencies by clients to ensure completeness of requirements; also maintain orderly files of documents for each account to facilitate monitoring.
  • The preparation of special requests of clients such as Statement of Account, amortization schedules, interest payments, etc. is required.
  • Various requests are prepared 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.
  • We monitor 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.
  • Instruction sheets on loan or trade transactions are prepared for the approval of RM/AO.
  • Promissory notes are typed.
  • We review and send billing statements to clients and ensure 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.
  • Reports and information are prepared/provided by RM/AO, Market Head, Team Head, and Division Head regarding accounts managed.
  • We perform other administrative work that may be assigned from time to time.

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