ACCOUNT COORDINATOR
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Job 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 Competencies:
- 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.
Qualifications:
- Bachelor’s degree in any course
- Background in handling monitoring files
- Knowledgeable in excel
- With sales background (Advantage if auto loan industry)
- With clerical experience
Rank: Rank and File
Office Location: BGC, Taguig