Operations Associate Bank Financing

Mandaluyong - Philippines

Monthly Salary: Not Disclosed

Posted on: 16-10-2025

Vacancies: 1 Vacancy

Job Summary

Job Summary:

The Customer Financing - Bank Associate assist clients who wants to apply for a housing loan from the bank to fully pay their purchased property. He/she needs to ensure that bank financing accounts will be applied and processed for a housing loan. The role entails heavy coordination with clients (our buyers and partner banks) to address concerns and inquiries pertaining to bank financing via phone email and face-to-face interactions. He/she is also expected to complete assigned services request and work list within the standard processing time.

Duties and Responsibilities:

Process Bank Financing and re-financing accounts for a particular bank within the given standard processing time - starting from endorsement of account information and documents to banks reviewing of bank guaranty and lastly until loan payments are received and completed in the system.
Effectively and appropriately communicates and assists our clients (our buyers and partner banks) through phone email or face-to-face interaction to address their concerns and also collect necessary documentation and/or payments from clients for the bank loan to be processed within the given standard processing time.
Ensures that service requests assigned to him/her are resolved/completed within set turnaround time.
Sends daily productivity/accomplishment report to the Customer Financing-Bank Team Lead.

TECHNICAL COMPETENCIES AND SKILLS:

Customer Service Skills
Negotiation Skills
Able to communicate effectively through written and verbal means in both English and Filipino
Strong sense of organization and keen attention to details
Able to multi-task prioritize and manage time effectively
Person with integrity and strong values
High sense of responsibility and urgency
Able to quickly absorb knowledge and adapt to constant changes
Basic knowledge of office software (spreadsheets documents and presentation)

Education Training and Licenses required:

Bachelors Degree on any 4 years course. Preferably related to Management Finance and or Information Sciences or any computational courses.

Job Summary: The Customer Financing - Bank Associate assist clients who wants to apply for a housing loan from the bank to fully pay their purchased property. He/she needs to ensure that bank financing accounts will be applied and processed for a housing loan. The role entails heavy coordination wit...

Job Summary:

Duties and Responsibilities:

Process Bank Financing and re-financing accounts for a particular bank within the given standard processing time - starting from endorsement of account information and documents to banks reviewing of bank guaranty and lastly until loan payments are received and completed in the system.
Effectively and appropriately communicates and assists our clients (our buyers and partner banks) through phone email or face-to-face interaction to address their concerns and also collect necessary documentation and/or payments from clients for the bank loan to be processed within the given standard processing time.
Ensures that service requests assigned to him/her are resolved/completed within set turnaround time.
Sends daily productivity/accomplishment report to the Customer Financing-Bank Team Lead.

TECHNICAL COMPETENCIES AND SKILLS:

Customer Service Skills
Negotiation Skills
Able to communicate effectively through written and verbal means in both English and Filipino
Strong sense of organization and keen attention to details
Able to multi-task prioritize and manage time effectively
Person with integrity and strong values
High sense of responsibility and urgency
Able to quickly absorb knowledge and adapt to constant changes
Basic knowledge of office software (spreadsheets documents and presentation)

Education Training and Licenses required: