Financial Operations Specialist
3 weeks ago
About the Role
">As a Financial Operations Specialist at CEPAT KREDIT FINANCING INC., you will play a critical role in ensuring the smooth operation of our financial functions.
">Key Responsibilities:
">- Informs clients regarding loan charges such as monthly amortization, deductions, penalties, net proceeds and documentation requirements prior to release of loan.
- Ensures that borrower/co-borrower/co-maker complies with the required documents prior to release of loan proceed.
- Checks the completeness, validity and authenticity of all documents submitted by the borrower/co-borrower/co-maker.
- Facilitates signing of legal documents to borrowers/co-borrowers/co-makers as applicable.
- Prepares the Post-Dated Checks (PDCs) and provides a printed copy.
- Facilitates releasing of loan proceeds to borrowers after completing the required documentations and cancellation of loan checks that are not claimed by borrowers.
- Encodes all information of the loan borrower in the database system (master file).
- Prepares check requests for rebates, refunds, agent's commission, net proceeds, cash cards and opening of checking account.
- Consolidates and ensures proper filing of all loan documents.
- Performs other work-related functions that may be assigned from time to time.
Requirements:
">- Willing to train in Ortigas Pasig for two (2) weeks.
- Candidate must possess at least Bachelor's/College Degree in Business Studies/Administration/Management or equivalent.
- Has good customer service skills, administrative skills and communication skills.
- Has excellent attention to details as the job requires thorough checking and review of information and accuracy of data.
- With high sense of responsibility, accountability and integrity.
- Computer proficient.
- No work experience required for this position.
Salary and Benefits:
">The estimated salary for this position is PHP 25,000 - 35,000 per month. We offer competitive benefits package including health insurance, retirement plan, and paid time off.
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