Client Service Representative
hace 5 días
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 Support
- Handles 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.
- Documentation
- Facilitates 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.
- Administrative
- Assists 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 shift
Education:
- Senior High School (Preferred)
Experience:
- Customer Service Representative: 1 year (Preferred)
Willingness to travel:
- 100% (Preferred)
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