Client Service Representative
hace 13 horas
Responsible for providing administrative and clerical support related to the processing of loans and issuance of branch documentation in accordance with regulations, policies, procedures, and strategies.
Duties and Responsibilities: Operations SupportHandles loan inquiries. Receives, evaluates, and conducts initial interviews of walk-in customers/clients.Ensures completeness of all the information appearing in the personal information sheet.Records and encodes customer records in PIS Register and Web Application System.Submits records to the branch manager for dispatching to CCI.Conducts verification with CMAP as part of initial investigation of loan applicants.Assists the branch manager in monitoring the status of the record assigned to the CCI.Prepares contracts and other precautionary papers needed for processing loan applications.Requests for quotations for necessary insurance coverage.Computes monthly installments, prepares, and issues direct loan receipts.Prepares notices of credit decisions and relays them to the branch managers who communicate approval/disapproval of loan applications to clients.Issues and encodes post-dated check acknowledgment receipts for those with PDCs and coordinates with the branch manager.DocumentationFacilitates and ensures completeness of loan contracts and other necessary documents.Issues and encodes daily loan receipts in the web.Sets up the account and prepares the customer visit card for assignment to the CCI.Prepares Check Vouchers to disburse processing dues. Sets up envelope jackets for every processing due disbursed for proper safekeeping and monitoring.Transmits a complete set of loan documents for loan proceeds.Maintains accurate and systematic records management for easy retrieval.Assists in the preparation of client file folders.AdministrativeAssists in the recruitment of at least four coordinators in a week.Establishes and maintains good relationships with clients and agents.Assists in the training and orientation of newly hired loans clerks.Assists in the replenishment of branch accountable and non-accountable forms.Qualifications: College level; Senior high graduates are welcome to apply.1 Year of experience as an employee specialized in Banking/Financial Services or equivalent is an advantage.Can communicate both orally and in writing.Computer literate (Microsoft Word & Excel).Team player, acts quickly, and has the ability to anticipate situations and act accordingly.Fresh graduates are welcome to apply.Job Type: Full-time
Schedule:
Day shiftEducation:
Senior High School (Preferred)Experience:
Customer Service Representative: 1 year (Preferred)Willingness to travel:
100% (Preferred)
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