Loan Assistant

1 week ago

Pasay, National Capital Region, Philippines SM Development Corporation Full time ₱400,000 - ₱600,000 per year

DUTIES AND RESPONSIBILITIES

  • Initiated and maintained contact with clients through various communication channels to negotiate and evaluate lump sum balance collections.
  • Handled processing of Bank Guarantees and Deeds of Undertaking from partner banks, including the preparation of billing statements, verification of documentary requirements, and creation of processing tickets for Letters of Guarantee.
  • Coordinated routing to signatories and Legal Department for notarization. Generated and distributed reminder letters for accounts with due balances in 3 to 6 months.
  • Prepared regular reports on bank financing activities and lump sum collections. Collected and verified client requirements (e.g., Reservation Agreement, Contract to Sell, Buyer's Information Sheet, Ledger, Valid IDs, Statement of Account) for endorsement to partner banks or for processing transactions such as Lease-to-Own, In-house Financing, Transfer of Rights, and Cancellations.

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