Branch Loans Administration Assistant
2 weeks ago
Job Summary
Responsible in carrying out the duties of the Loans Admin Assistant in a particular branch. The BLAA is likewise responsible in documenting the approved credit facilities and availment sheets and in ensuring the completeness of documentary requirements prior to booking of accounts of the branch. Moreover, the BLAA is expected to coordinate booking related requirements with RS/RMs, dealers, clients, insurance companies and with other government agencies.
Lastly, the BLAA is responsible in proper safekeeping of collaterals until the maturity of lease/loan.
Job Description
- Prepares the necessary lease and loan documents of branch accounts
- Coordinates with the branch RS/RMs the submission of all account-booking requirements
- Completes all details in the documents and ensures that the lease/loan requirements are sufficient before forwarding to RAEMO for review
- Coordinates payments for transaction fees and forwards the same to the cashier
- Prepares purchase order and credit advice
- Responds to supplier/client inquiries and confirms delivery of units for issued purchase order and credit advice
- Encodes and updates the document deficiencies
- Requests an ocular inspection report and a SafeNet report for equipment prior to the execution of the account
- Executes, encodes and validates all necessary information/data in the AMSCore
- Completes all data in documents before submitting to authorized signatories for review, signature and notarization
- Requests the Liaison Officer to register the Promissory Note with Chattel Mortgage contract at the Registry of Deeds and to ensure that the LTO Certificate of Registration and/or Certificate of Title be encumbered.
- Prepares various letters to clients
- Segregates and safekeeps branch collateral folders
- Prepares document copies for transmission to the client
- Prepares a request for office supplies for the branch
- Receives and files all letters and other documents related to the branch collaterals
Others
- Performs other functions that may be assigned from time to time
Qualifications
- Any four (4) year business related course
- At least with experience from banking or financial industry or its equivalent
- Familiar with MS Office, keen on details, fast learner, high attitude and easy to adapt
- With good communication skills
- Good analytical, interpersonal and technical skills
- Can perform with minimum supervision
- Must be willing to work full time onsite
- Fresh graduates are most welcome to apply
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