Branch Loans Administration Assistant

apartmentORIX placeCagayan de Oro scheduleFull-time calendar_month6/6/25

Job Summary

The Branch Loans Administration Assistant (BLAA) is responsible in carrying out the duties of the Loans Admin Assistant in a particular branch. The BLAA is likewise responsible in documenting the approved credit facilities and availment sheets and in ensuring the completeness of documentary requirements prior to booking of accounts of the branch.

Moreover, the BLAA is expected to coordinate booking related requirements with RS/RMs, dealers, clients, insurance companies and with other government agencies.

Lastly, the BLAA is responsible in proper safekeeping of collaterals until the maturity of lease/loan.

Job Description

Prepares the necessary lease and loan documents of branch accounts
Coordinates with the branch RS/RMs the submission of all account-booking requirements
Completes all details in the documents and ensures that the lease/loan requirements are sufficient before forwarding to RAEMO for review
Coordinates payments for transaction fees and forwards the same to the cashier
Prepares purchase order and credit advice
Responds to supplier/client inquiries and confirms delivery of units for issued purchase order and credit advice
Encodes and updates the document deficiencies
Requests an ocular inspection report and a SafeNet report for equipment prior to the execution of the account
Executes, encodes and validates all necessary information/data in the AMSCore
Completes all data in documents before submitting to authorized signatories for review, signature and notarization
Requests the Liaison Officer to register the Promissory Note with Chattel Mortgage contract at the Registry of Deeds and to ensure that the LTO Certificate of Registration and/or Certificate of Title be encumbered.
Prepares various letters to clients
Segregates and safekeeps branch collateral folders
Prepares document copies for transmission to the client
Prepares a request for office supplies for the branch
Receives and files all letters and other documents related to the branch collaterals

Others

Performs other functions that may be assigned from time to time

Qualifications

Any four (4) year business related course
At least with experience from banking or financial industry or its equivalent
Familiar with MS Office, keen on details, fast learner, high attitude and easy to adapt
With good communication skills
Good analytical, interpersonal and technical skills
Can perform with minimum supervision
Must be willing to work full time onsite
Fresh graduates are welcome

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