- Primarily responsible for the timely and accurate handling of credit or loan files including collateral files.
- Creating, monitoring, and storing loan files including creating logs tracks for any TBO (To Be Obtained) document, SLA Tracking and borrowing documents process.
- Maintain the daily targeted numbers of loan files to be stored as well as comitted SLA.
- Pulls paid off loan files for further processing and handling to customer.
- Ensure all the documentation, approval and all necessary data has been filled out in the system properly before doing any document pull-in/pull-off.
- Fulfills requests submitted by email, phone or fax by customers. References loan files, imaging system(s), system inputs to obtain documents and appropriate information needed to fulfill requests.
- Completes daily report, as well as monthly and quarterly audits as delegated. Completes additional duties as assigned.
- Adheres to Records Management for physical and digital document retention. Shreds physical documents or maintains paper files per policy and department procedures.
- At least a Bachelor’s Degree from reputable university with an excellent GPA (preferably accounting/finance/business administration).
- Having experience in lending business of financial institution with a minimum 1 year related with lending operation
- Advanced in Microsoft Excell skills, MS Word, Microsoft Office is a must and have administrative and documentation skill function.
- Superb attention to detail and interested in reviewing the data, highly responsible, integrity, committed & disciplined.
- Care about doing an excellent job and exceeding expectations with the quality of what you do in fast paced environment.
- Solid oral and written communication skills and able to communicate the process recommendation properly in operational area.
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