Documents Review Specialist

2 weeks ago


Makati City, National Capital Region, Philippines SB Finance Full time

The Role

As Documents Review Specialist you are responsible for the comprehensive review of documentary requirements for all SBF loan products.

How you'll contribute

  • Ensures that all submitted documents for review and booking are complete, in order, and conform to the approved loan terms and conditions
  • Monitors document deficiencies and facilitate follow-ups of outstanding document requirements regularly to support the processing of loan bookings
  • Performs proper transmittal of credit folders to Securities and Management Unit for safekeeping of booked loan accounts
  • Performs other related tasks which may be assigned

What we're looking for

  • Bachelor's degree in Business, Administration, Management, Commerce, Economics, Finance, Accountancy, Banking, or any related field
  • Open for fresh graduates or with less than 1 year of experience in Banking, Credit Card Companies, Leasing/Financing Institutions
  • Job Specialization in Banking and Financial, Clerical/Administrative
  • Good verbal and written communication skills
  • Keen on details
  • Proficient with Microsoft Office
  • Able to deal with Sales and Marketing Heads, Credit, Branches, Business Centers, internal and external reviewers
  • Team player

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