3 Jobs for Banking / Financial Services found

• Marketing AssistantID:41905

  25,000 PHP ~ 30,000 PHPMakati

  Job Description

  *Conduct ocular inspection of financed equipment after delivery to the client’s premises or designated site, prior to release of process.
  *Follow up of application requirements from the client.
  *Coordinating with concerned departments for the compliance of any documentary deficiency.
  *Account management and monitoring of existing accounts.
  *Account solicitation, preparation of credit proposals and recommendations for approval by approving authorities.
  *Manage the credit information of the clients.

  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 /