Loans assistant

Job Description

Posted on 4 May 2026

Roving Loan Processor and Treasury Assistant

• Informs clients regarding loan charges such as monthly amortization, deductions, penalties, net proceeds, and documentation requirements prior to loan release
• Ensures borrowers, co-borrowers, and co-makers comply with all required documents before loan proceeds are released
• Checks the completeness, validity, and authenticity of all submitted documents
• Facilitates the signing of legal documents such as Promissory Note (PN), Disclosure Statement (DS), Chattel Mortgage (CHM), Dacion en Pago, Voluntary Surrender (for collateral), and Deed of Assignment, as applicable
• Assists borrowers in opening a Current Account
• Conducts bank checking/verification for issued checks

• Receives remittances such as cash, checks, and direct deposits from collection personnel and borrowers
• Issues provisional receipts to collection personnel
• Monitors and tracks provisional receipts and maintains transmittal of PR booklets
• Deposits client remittances and payments to the bank
• Transmits vouchers of released checks or post-dated checks to Head Office
• Posts remittances and restructured accounts in the system

Office Based: Lucena

• Graduate of any four-year business-related course
• Strong customer service and communication skills
• Excellent attention to detail and accuracy
• High sense of responsibility, accountability, and integrity
• Computer-literate
• Willing to undergo training in Pasig City (Ortigas) for 2–3 weeks
• Preferably with a motorcycle and valid licensed

Work location

LUCENA CITY (CAPITAL), QUEZON

Remarks

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