RELATIONSHIP ASSOCIATE

Job Summary

This position is responsible for managing accreditation, loan availment, and maintenance of end-buyer’s financing tie-up, contract-to-sell, corporate and pocket developers and ensuring compliance to regulatory and credit policies of the Bank.

Specific Competencies

• Assists relationship managers in the accreditation, establishment, and management of developer tie-ups, corporate lines, and licensed brokers.
• Tracks and monitors document deficiencies.  Follow up submission as deemed necessary.
• Sends out various correspondences / notification to the developers and customers.
• Assists in releasing cashier’s checks or credit memos to the developers.
• Liaises with internal and external clients for the submission of documents or perform any process necessary for accreditation.
• Handles accreditation related inquiries, requests, and concerns.
• Maintains and safe keeps a masterlist and the corresponding credit folders of accredited developers and projects.
• Recommends policy, process, and system improvement of the Department/Division.
• Performs other related functions that may be assigned from time to time.