Relationship Associate - CDO

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Position Title: Relationship Associate (Commercial Banking)

 

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.

 

Specific Duties & Responsibilities:

  • 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

 

 

Other Details:

Rank: Rank and File

Unit: Commercial Banking/Metrobank CDO
Location: Metrobank CDO Main, A. Velez St, cor Yacapin St 9000 Cagayan de Oro City Northern Mindanao (Full Onsite, Monday to Friday, 08:30 AM – 05:30 PM)