Loan Processor/Treasury Assistant

Loan Processor

Informs the client regarding loan charges such as monthly amortization, deductions, penalties, net proceeds and documentation requirements prior to release of loan.

Ensures that borrowers/co-borrowers/co-makers complied with the required documents prior to release of loan proceed.

Checks the completeness, validity and authenticity of all documents submitted by the borrower/co-borrower/co-maker.

Facilitates signing of legal documents to borrowers/co-borrowers/co-makers such as Promissory Note (PN), Disclosure Statement (DS) Chattel Mortgage, (CHM), Dacion En Pago, Voluntary Surrender (for collateral), and Deed of Assignment as applicable.

Assists borrowers in the opening of Current Account.

Conducts bank checking/verification for checks issued by borrower.

Treasury Assistant

Receives remittances such as cash, checks from collection personnel and payment from borrower.

Issues provisional receipts to collection department/personnel.

Checks and monitors Provisional Receipts issued to collection department/personnel and maintains transmittal of Provisional Receipt booklets.

remittances and payments of clients to the bank.

Transmits to Head Office all vouchers of released checks or Post-Dated-Checks.

Posts remittances to the system as well as restructured accounts.