Loans assistant

placeDavao calendar_month 

Job Description

Posted on 4 May 2026

Job Title: Loan Processor / Treasury Assistant

Loan Processor
  • Informs the client regarding loan charges such as monthly amortization, deductions, penalties, net proceeds and documentation requirements prior to release of loan.
  • Ensures that borrowers/co-borrowers/co-makers complied with the required documents prior to release of loan proceed.
  • Checks the completeness, validity and authenticity of all documents submitted by the borrower/co-borrower/co-maker.
  • Facilitates signing of legal documents to borrowers/co-borrowers/co-makers 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 the opening of Current Account.
  • Conducts bank checking/verification for checks issued by borrower.
Treasury Assistant
  • Receives remittances such as cash, checks and direct deposits from collection personnel and payment from borrower.
  • Issues provisional receipts to collection department/personnel.
  • Checks and monitors Provisional Receipts issued to collection department/personnel and maintains transmittal of Provisional Receipt booklets.
  • Deposits remittances and payments of clients to the bank.
  • Transmits to Head Office all vouchers of released checks or Post-Dated-Checks.
  • Posts remittances to the system as well as restructured accounts.

Qualifications/Requirements

JOB SPECIFICATIONS:

  • Graduate of any four-year business-related course
  • Has strong customer service skills and good communication skills that enable him to handle different types of clients
  • Has excellent attention to details as the job requires thorough checking and review of information and accuracy of data
  • With high sense of responsibility, accountability and integrity
  • Computer-literate
  • Willing to conduct the training in Head Office (Ortigas, Pasig) (3 weeks maximum)
  • Paid Training. The company provides free accommodation and reimbursable transportation expenses. A training allowance will be given during the training period at the Head Office.

Work location

DAVAO CITY, DAVAO DEL SUR

Remarks

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