Loan Associate, Mandaue

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.