
Accounts Specialist
2 days ago
Job Summary: The Accounts Specialist - Loan Application ensures timeliness and accuracy of submission of loan applications and monitors the timely release of loans for our clients.
Job Responsibilities:
- Conduct credit investigations and background investigations for prospective borrowers.
- Working with clients to prepare applications for loans by compiling, arranging, and reviewing all relevant documents and do follow ups in a timely manner.
- Initiate and monitor the process up to release/approval of property documents.
- Prepare accounts folders with completed legal documents for loans application and ensure it is submitted on time.
- Ensuring loans are processed as per established company procedures and policies.
- Providing assistance in maintaining various files and following up on client inquiries.
Requirements:
- Bachelor's degree in finance, economics, business administration, or related field
- At least one year of experience working as an Account Specialist or a similar role
- Solid knowledge of Pag IBIG or banking procedures and financial documentation
- Ability to handle confidential data in an ethical and professional manner
- Excellent customer service skills
- Experience working with digital systems/SaAS
- Good computer skills
- Ability to work on multiple tasks at once
- Great organizational skills
Job Type: Full-time
Pay: Php20, Php24,000.00 per month
Benefits:
- Flextime
Work Location: In person
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