Jobs of Banking / Financial Services in Philippines｜Reeracoen Philippines

5 Jobs for Banking / Financial Services found

Marketing AssistantID:41905
25,000 PHP ~ 30,000 PHPMakati
Job Description
1. Account solicitation, preparation of credit proposals and recommendations for approval by approving authorities.
2. Account management and monitoring of existing accounts.
3. Follow up of application requirements from the client.
4. Coordinating with concerned departments for the compliance of any documentary deficiency.
5. Manage the credit information of the clients.
6. Conduct ocular inspection of financed equipment after delivery to the client’s premises or designated site, prior to release of process.
Benefit
-SSS, philhealth, pagibig
-13 months bonus
-performance bonus
-SLVL/15 days each

the rest to be disclosed during the interview
Operation Manager ID:41864
60,000 PHP ~ 70,000 PHPMakati
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
Benefit
-SSS, philhealth, pagibig
-13 months bonus
-performance bonus
-SLVL/15 days each
-transportation allowance: 1,500 PHP/month
the rest to be disclosed during the interview
Credit AnalystID:41863
25,000 PHP ~ 40,000 PHPMakati
Job Description
A. Job Summary

The position is responsible for credit underwriting and evaluation; the evaluation of the financial feasibility and viability of borrowing accounts; and the preparation of industry research.

B. Duties and Responsibilities

Credit Review and Evaluation

• Exercise proper judgment and due diligence in the evaluation of borrower/s by utilizing and validating all available information gathered through client submitted documents, plant visits, customer interviews, trade checkings, reference checkings, industry evaluation among others
• Evaluate historical financial performance of borrower/s through submitted Audited Financial Statements
• Evaluate the credit character of the borrower/s through credit and trade checkings gathered from credit investigation agencies such as CMAP, NFIS and Loandex as well as from customers and suppliers of the applicants
• Establish and measure the borrower/s debt service capacity through the preparation of financial projections under valid and conservative assumptions
• Determine the different types of risks associated with borrower/s in order to properly evaluate the Borrower’s Risk Rating (BRR) score, appropriate pricing / line amount / term / security / collateral cover and other conditions
• Perform annual credit evaluation on existing borrower/s financial performance and updates in the operations of the borrower, in order to safeguard the company’s risk position
• Reviews the evaluation reports and credit proposals prepared by the Credit Assistant/Staff
• Assists the Marketing Department in the development and innovation of products and services to be competitive or at par with current industry best practices
Benefit
-SSS, philhealth, pagibig
-13 months bonus
-performance bonus
-SLVL/15 days each

the rest to be disclosed during the interview
Account OfficerID:41833
50,000 PHP ~ 100,000 PHPMakati
Job Description

1. Generates new business via lease/ loan transactions with new and existing clients.
2. Prepares Lease Proposals, Credit Ratings, LTV and Credit Synopsis which provide client's company background, summary of equiptment for financing and the proposed terms and conditions that are neccesary for the preparation of Credit Opinions and RFAs
3. Prepares proposal letters and presentation materians for prospective and existing clients.
4. Maintains client and supplier repationship( for both strategic and regular suppliers) through telephone calls, visits, production presentation and/or any other form of communication.
5.Gathers neccessary information and/ or documents relative to the transaction being proposed.
Coordinates with clients, dealers, insurace companies and other organazation relative to the client's transactions.
6.Prepares and maintains credit folders for each clients. Credit and Permanent Folder.
7.Manage lease / loan portfolio by (1) keeping all documents current, and (2) credit rating and credit facility valid and updated. The credit folder includes the following:

a. Copy of all Application for Approval
b. Credt Synopsis includes the write up about the client's profile, comparative financila analysis(c/o Credit) and annual update on the development on the operation of the company
c. Credit Opinion and / or RFAs
d. Financial Spreadsheets based on latest audited and in house financial statemens on the file
e. Company Profile inf any
f. Current Loandex, Credit Checkings, Supplier Checking, Customers Checking etc (as requested)
g. Correspondences

8.Facilitates signing of lease/ loan documets relative to the client's transaction
9.Prepares memo, waivers or any other internal documents that would support the any deviation on the approval or contracts
10.Ensures submission of documentary deficiencies
11.Any other duties assigned which may be deemed to be necessary
Benefit
-SSS, philhealth, pagibig
-13 months bonus
-performance bonus
-SLVL/15 days each

the rest to be disclosed during the interview
Credit OfficerID:41866
50,000 PHP ~ 70,000 PHPMakati
Job Description
• Prepare, verify, and process invoices for sales or services rendered
• Follow up outstanding billing and assisting client to make payment
• Identify new product billing
• Verify client terms and structure with Sales Department
• Assist and solve new and existing clients’ inquiries about products and payments
• Communicate with client on all related finance questions or issues regarding the product
• Responsible for maintaining the company’s general ledger and related accounting practices, including receivables, payables and month end accounting reporting
• Reconcile the accounts receivable/payable ledger to ensure that all receipts/payments are accounted for and properly posted
• Any other duties assigned by immediate superior
Benefit
For Expat
24 VL / 10SL / Accomodation Allowance /
Meal Allowance / HMO Day 1 / Annual Varial Bonus /

For Local Fil.
12VL / 10SL / Meal Allowance / HMO after Regularization / 13th Month /