LOANS ASSISTANT

1. Check & cash count received from the Service Supervisor

2. Check & compute clients' dues

3. Receive payment & issue validated Official Receipts

4. Receive deposits from clients, post transactions in Instafin & give a validated duplicate copy of the deposit slip

5. Disburse withdrawals of Clients with validated copy of withdrawal slip & post transaction in Instafin

6. Update passbooks

7. Manual Renewal/Update Deposit Ledger

8. Client Creation for:

• Process a minimum of six (6) folders a day and ensure propriety, completeness and rediscountability of all loan documents.
• Assist and entertain clients availing/inquiring about various loan products
• Interview Clients using PACCSS for Kabuhayan only
• Send corresponding documents and seek approval from LAMD prior to release of Loan
• Processing of all loan documents using Loan Documents Printing System (LDPS)
• Creation of Client profile and loan creation in the Instafin System
• Counsel or explain the terms and conditions of the loan
• Filing of loan and safekeeping of all loan documents
• Scanning of credit folders and send to CDR unit
• Prepare PNs to be tagged in the Rediscounting System

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Graduate of Any Bachelor's Degree.

Knowledge of MS Office Programs, particularly Excel and Powerpoint

Good communication skills, oral and written

Customer service skills

Preferably with related experience

Fresh graduates are welcome to apply

Benefits:

Health insurance

Paid training

Pay raise

Promotion to permanent employee

Schedule

8 hour shift

Day shift

Supplemental Pay:

13th month salary

Overtime pay

Education:

Bachelor's (Preferred)

Willingness to travel:

100% (Preferred)