Marketing Assistant
4 days ago
MAJOR RESPONSIBILITIES:
Assists Account Officers from processing to booking of accounts.
- Carry out daily clerical works.
General Guidelines:
- Assists Account Officers in the preparation of applicable transaction documents.
- Requests bank and credit checking for applicants.
- Primary custodian for KYC documents and signature cards for all active and closed loan / lease accounts and buyers of ROPA of the branch.
- Prepares transaction vouchers (loan/lease) and documents checklist
- Collates documents for booking of accounts
- Coordinates with dealers in the issuance of purchase order and release order and provides instructions relative thereto
- Ensures timely release of loans proceeds to dealers or borrower
- Monitors/Complies document deficiencies.
- Monitors CRS daily report
- Monitors expiring insurance and ensures renewal.
- Handles Petty Cash Fund
- Handles monthly payments of utilities (Electric Bill & Telephone Bill) and rentals.
- Monitors status of accounts for timely preparation of OTs / RCM and DOS.
- Primary custodian for accountable forms and office supplies
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