Liaison Assistant
2 days ago
Location: Bayani Road, Western Bicutan Taguig City
Company: Innovative Bank
About the Role
The Liaison Assistant serves as a vital link between clients, internal departments, and partner organizations. This role ensures smooth communication, accurate documentation, and efficient coordination to support the bank's loan processing and client relationship efforts.
You will report directly to the Loan Officer and Operations Manager, working closely with clients to introduce loan products, verify documentation, and assist with application-related queries.
Key Responsibilities
- Serve as the primary point of contact between the bank and clients.
- Facilitate client meetings and present loan products in a clear and professional manner.
- Review and verify submitted documents for accuracy and completeness.
- Assess clients' bank statements for debt history, repayment patterns, and insolvency concerns.
- Respond to client inquiries via phone, email, or in person regarding loan applications.
- Coordinate with the Finance Department to submit monthly billings (every 10th of the month).
- Retrieve and review the Alphalist from Finance for loan payment verification.
- Maintain a clean, organized workspace and uphold the company's professional image.
Qualifications
- Bachelor's degree in Business Administration or related field.
- Experience in banking, finance, or a customer-facing role is highly preferred.
- Excellent verbal and written communication skills.
- Strong interpersonal skills with a customer service mindset.
- Ability to meet strict deadlines in a fast-paced environment.
- Capable of simplifying complex concepts for clients.
- Eager to learn and adapt to new processes and tools.
Why Join Us
At Innovative Bank, you will be part of a team that values professionalism, collaboration, and growth. You'll have opportunities to develop your skills while making a meaningful impact on our clients' financial journeys.
Job Type: Full-time
Pay: Php15, Php16,000.00 per month
Ability to commute/relocate:
- Western Bicutan 1630 P00: Reliably commute or planning to relocate before starting work (Required)
Location:
- Western Bicutan 1630 P00 (Preferred)
Work Location: In person
Application Deadline: 08/31/2025
Expected Start Date: 08/25/2025
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