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Relationship Associate (Metro Manila)

2022-09-23 13:40IP Location 菲律宾1640
Area:Metro Manila (NCR) Makati
Industry Category:Accounting / Finance
Position:General / Cost Accounting
Department:
Number Of Recruits:several
Nature Of Work:Full Time
Gender Requirements:Male
Marriage Requirement:No marital status restrictions
Education Level: College Diploma
Work Experience:No work experience restrictions
Age:Above 18 years old
Salary Package:Negotiable

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Job Summary

Assists in meeting the unit’s targets thru servicing daily requirements of clients, maintaining updated data/information on accounts, and ensuring completion of all loan-related documentary requirements to assist them in analyzing clients’ requirements and/or credit worthiness.

Coordinates with concerned units regarding the appropriate management of accounts to ensure adequate delivery of bank services to clients.

Qualifications:

Gathers and collates necessary and updated information/data on accounts. Ascertains the authenticity and completeness of documents submitted. Maintains updated lists and loan ticklers of accounts.Assists in pre-screening of loan applicants thru conducting phone verifications for in-depth interview to verify the veracity of information on the application as well as in surveying pricing/ transactions of clients with other banks.Prepares basic analysis/evaluation of client’s proposal to provide them with inputs in their decision-making process.Follows-up submission of legal/documentary requirements on credits. Ascertains the authenticity and completeness of documents submitted. Coordinates with Credit Group – Credit Investigation and Appraisal Division for appraisal of property and credit investigation.Coordinates/communicates with accredited companies and loan borrowers for the client’s loans.
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