Sales Loan Assistant

1 week ago

Makati City, National Capital Region, Philippines Makati Finance Corporation Full time ₱400,000 - ₱1,200,000 per year

About the role

We are looking for a Loan Processing Assistant who will handle the preparation, verification, and completion of loan documents for approved accounts. The role ensures accurate processing, timely disbursement, and proper coordination with various departments.

What you'll be doing?

  • Prepare and arrange requirements and loan documents for approved accounts.
  • Encode account details into the Loan Management System (LMS) up to disbursement.
  • Coordinate with Audit and Accounting for document validation, check preparation, and signatures.
  • File and organize loan folders after release; prepare PDC transmittals when needed.
  • Update client insurance and maintain accurate records.
  • Assist Account Officers with requests such as Pre-Term Computations, Statements of Account, and Credit Investigations.
  • Perform occasional fieldwork to support Account Officers and meet with clients when necessary.

What we're looking for?

  • Candidate must be at least a Bachelor's/College Degree in Business Administration, Management, or equivalent.
  • Preferably 1 year of experience in loan processing, documentation, or a related field (experience in a financial or lending company is an advantage).
  • Analytical, hardworking, service-oriented, and able to work under pressure.
  • A team player with strong attention to detail and good communication skills.
  • Proficient in MS Office applications.
  • Fresh graduates are welcome to apply.
  • Willing to do fieldwork to support Account Officers and meet clients.
  • Willing to be assigned in Makati.

What awaits you if you consider this opportunity?

  • HMO
  • Life Insurance
  • Dependents Insurance
  • Accidental Insurance
  • Medical
  • Loan Facilities Program
  • Performance Bonus
  • Early Retirement Program
  • Trainings and Seminars
  • Work Life Balance
  • Career Growth

  • Loan Processor-Loans

    5 days ago

    Makati City, National Capital Region, Philippines SOLAR RESOURCES, INC Full time ₱180,000 - ₱360,000 per year

    Job Summary:Monitoring of Accounts for 1st and 2nd filing to Pag-ibig.Ensures timely delivery of accounts ready for filing and ensure proper coordination with other departmentHandles the concern of agents, brokers and buyers for the unitReceives phone call & call outs for the buyers docs complianceMonitors account for NTA upon Full DP / nearing...

  • loans head

    2 weeks ago

    Makati City, National Capital Region, Philippines Anthro-Group Full time ₱1,200,000 - ₱1,560,000 per year

    Responsibility:Meet with applicants to obtain information for loan applications and to answer questions about the process.Review applicants' loan profile prepared by loan representative determine feasibility of granting loans.Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.Review...

  • Sales Loan Admin Assistant

    2 weeks ago

    Mandaluyong City, National Capital Region, Philippines Global Quest Consulting Group, Inc. Full time ₱150,000 - ₱250,000 per year

    Date Posted: March 10, 2022Job Location: Mandaluyong CityJob Description:Description:Continuously coordinates with clients for the collection and completion of requirements needed for the bank financing and Pag-IBIG housing loan processEnsure completeness and accuracy of details on all documentary requirements for bank financing and pag-IBIG housing loan...

  • loan processors

    2 weeks ago

    Mandaluyong City, National Capital Region, Philippines Global Quest Consulting Group, Inc. Full time ₱400,000 - ₱600,000 per year

    Date Posted: July 11, 2019Job Location: Mandaluyong CityJob Description:Responsible for providing support to the Sales Administration Department by liaising with HDMF and assisting loan applicants in their application for loans.Loan Processing with the objective of ensuring approval of HDMF loan application.Maintain systematic filing system of all office...

  • Loan Processor/ Treasury Assistant

    7 days ago

    Makati City, National Capital Region, Philippines Wisefund Finance Corporation Full time ₱216,000 per year

    Performs administrative functions such as facilitate the releasing of loan check and ensuring compliance of the borrower to loan documents or requirementsPerforms various treasury functions in the branchInform clients regarding loan charges such as monthly amortization, deductions, penalties, loan proceeds and documentation requirements prior to release of...

  • Loans Processor

    7 days ago

    Makati City, National Capital Region, Philippines United Coconut Planters Life Assurance Corp., Inc. (Cocolife) Full time ₱19,000 - ₱240,000 per year

    Responsible for promoting and selling Personal Loans to potential customers. This involves building and maintaining customer relationships, identifying sales opportunities and delivering sales target.Job Type: Full-timePay: Php19, Php24,000.00 per monthBenefits:Additional leaveCompany Christmas giftHealth insuranceLife insurancePaid trainingWork Location: In...

  • Loans Administration Assistant

    7 days ago

    Makati City, National Capital Region, Philippines Private Advertiser Full time ₱900,000 - ₱1,200,000 per year

    Job SummaryThis position likewise responsible in documenting the approved credit facilities and availment sheets and in ensuring the completeness of documentary requirements prior to booking of accounts and in proper safekeeping of collaterals until the maturity of lease/loanJob DescriptionPrepares the necessary lease and loan documents of branch...

  • Loans Administration Assistant

    5 days ago

    Makati City, National Capital Region, Philippines ORIX METRO Leasing and Finance Corporation Full time ₱900,000 - ₱1,200,000 per year

    Job SummaryThe LAA responsible in documenting the approved credit facilities and availment sheets and in ensuring the completeness of documentary requirements prior to booking of accounts and in proper safekeeping of collaterals until the maturity of lease/loanJob DescriptionPrepares the necessary lease and loan documents of branch accountsCoordinates...

  • Mortgage Loan Processor

    2 weeks ago

    Makati City, National Capital Region, Philippines Agile Tech Ops Ince Full time ₱450,000 - ₱600,000 per year

    Loan Processor AssistantJob Type: Full-Time, Hybrid (3x Onsite / 2x WFH)Location: Makati, PhilippinesWork Hours: U.S. Hours (Night Shift)About the CompanyAgile Tech Ops is a fast-growing startup committed to creating cutting-edge software solutions that fuel our expansion. We're not just maintaining business-critical systems—we're building the future and...

  • Corporate Sales Assistant

    7 days ago

    Makati City, National Capital Region, Philippines Waltermart Supermarket Inc. Full time ₱600,000 - ₱1,200,000 per year

    Duties and ResponsibilitiesCorporate Sales Assistant reports directly to the Corporate Sales Supervisor.Maintains relationships with clients by providing support throughout the process.Assists clients on their requirements.Assists store operations in fulfilling orders.QualificationsBachelor's degree holder of Sales or Marketing related courses.Fresh graduate...