Overview

• Salary

  60,000 PHP ~ 70,000 PHP

• Industry

  Banking / Financial Services

• Job Description

  Department: Operations
  
  < Daily Duties >
  1. Checks prepared loan/lease documents, billing statements for initial cash outlay and request to bill of new transactions
  2. Check lease/loan/rental documents for correctness and accuracy of data both in the approved applications, documents, and initial billing statement.
  3. Oversee the duties of the operation staff. (one senior staff, 2 staff, 3 members all together)
  4. Ensures that all documents are complete and is consistent with the operating guidelines of the company.
  5. Reviews the start advice for submission to accounting department for disbursement.
  6. Prepares certifications and copies of documents as requested by clients
  7. Prepares loan agreements and deed of assignment
  8. Attends to various query/ request of clients, as well as marketing staff in relation to operations and documentation matters.
  10. Prepares billing statement for the insurance premium & or any other related charges, as well as following up payments for the issued billing statements
  11. Ensures that all new transactions have an LTO RC/OR, make follow up by telephone to dealer.
  12. Reconcile accounts with certain insurance companies and follow up payments for all unpaid policies
  13. Ensures that all transactions to be disbursed have complete documents.
  14. Monitors transfer of ownership and registration of mortgage, ensures that all documents that requires transfer of ownership are proceeded
  15. Checks the filled up documents and ensures that the veracity of the details being supplied
  16. Ensures that clients get a copy of their documents
  17. Monitor the release of terminated and pre-terminated contracts (ensures that the terminated and pre-terminated transactions are properly documented and released to respective clients)
  
  < Monthly Duties >
  1. Prepares monthly deficiencies
  2. Ensures submission of all documentary deficiencies
  3. Handles Repricing of Accounts:
  a. Prepares a monthly list of accounts to be re-priced
  b. Prepares and sends re-pricing for submission of post data checks
  c. Prepares letters to request for submission of post data checks
  d. maintain the master file of re-pricing advice
  e. Prepare a summary list of re-priced accounts for submission to the accounting department
  4. Handles Billing Statements
  a. Bill the monthly amortization of clients upon request
  b. Prepare collection letter and consolidated letter
  c. Upon instruction, bill interest and past due charges, insurance premium, transfer fees and all other charges
  d. Maintain the master file of billing statements
  e. File billing statements duly received by the clients in the transaction folder
  f. Monitor payment of billing statements by logging all payments in the billing logbook on a timely manner