SERVICE ASSOCIATE (ORTIGAS)

The Corporate Banking Service Associate is responsible for assisting the Relationship Manager in the implementation of loan transactions and customer servicing functions.

Core Responsibilities:

• Requests checking with other departments (e.g. appraisal, title verification, trade checking, business checking, etc.) and collates the results for evaluation of the RM/AO
• Prepares the documents needed to implement credit facilities
• Monitors submission of document and insurance deficiencies by client to ensure completeness of requirements; also maintains orderly files of documents for each account to facilitate monitoring
• Prepares special requests of clients such as Statement of Account, amortization schedules, interest payments, etc.
• Prepares various requests to all units such as but not limited to partial release of collaterals, collateral substitution, application/re-application of payments, instruction sheets, imple...