ACCOUNT COORDINATOR

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Position Title:  Account Coordinator

Job Summary: 

This position is responsible for managing loan applications from receipt of pre-approval documents until booking and ensuring compliance to regulatory and credit policies of the Bank.

Specific Duties and Responsibilities: 

•    Assists account officer/s in processing loan applications from acceptance of loan terms up to booking.

•    Pre-screens loan and collateral documents as to completeness and sufficiency.

•    Ensures timely issuance of Notice of Approval, Purchase Order, and Authority to Deliver.

•    Liaises with internal and external clients for the submission of documents or perform any process necessary for loan booking.

•    Coordinates with third party service providers for insurance-related and collateral registration matters.

•    Handles pre-booking related inquiries, requests, and concerns.

•    Tracks and monitors document deficiencies.  Follow up submission as deemed necessary.

•    Recommends policy, process, and system improvement of the Department/Division.

•    Performs other related functions that may be assigned from time to time.

Other Details:

Rank: Rank and File
Office Location: The Shops, BGC
Business Unit: CBS - Consumer Lending Group