Loan Associate

1 week ago

Mandaue City, Central Visayas, Philippines Cepat Kredit Financing Inc Full time

Duties And Responsibilities

  • Ensure timely processing and release of loans in compliance with established turnaround times.
  • Secure the completeness and authenticity of the requirements needed prior to release.
  • Discuss and confirms the approved loan amount, terms, interest rates, loan charges, and other loan details with the clients.
  • Encodes and tags the releases into the system.
  • Prepares loan documents and ensures that the information is accurately reflected.
  • Guides the clients with documents for signing that include loan contracts and disclosures.
  • Regularly updates the database to ensure accurate monitoring of loan status and progress.
  • In charge of releasing the loan proceeds to clients for check disbursement.
  • Monitors the flow of the petty cash fund.
  • Other tasks that the management team deems necessary.

Key Requirements

  • Bachelor's degree in finance, business, or related field. (Fresh graduates are welcome to apply)
  • Familiarity with Microsoft Office (Excel, Word, etc.)
  • Strong written and verbal communication.
  • Ability to thoroughly review documents for accuracy and completeness.
  • Ability to explain loan terms, conditions, and processes clearly.
  • Ability to manage multiple loan releases simultaneously.
  • Maintaining professionalism and confidentiality in handling client information.

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