Client Service Representative (Oroquieta)

Duties and Responsibilities

1. Operations Support

Handles loan inquiries. Receives, evaluates and conducts initial interview of walk-in customers/clients
Ensures completeness of all the information appearing in the personal information sheet
Records and encodes customer record in PIS Register and Web Application System
Submits records to the branch manager for dispatching to CCI
Conducts verification with CMAP as part of initial investigation of loan applicant
Assists the branch manager in monitoring the status of the record assigned to the CCI
Prepares contracts and other precautionary papers needed for processing loan applications
Requests for quotation necessary insurance coverage
Computes for monthly installment, prepares and issues direct loan receipt
Prepares notice of credit decisions and relays to the branch managers who communicate approval/disapproval of loan application to client
Issues and encodes post-dated check acknowledgement receipt for those with PDC’s and coordinates with the branch manager

2. Documentation

Facilitates and ensures completeness of loan contracts and other necessary documents
Issues and encodes daily loan receipts in the web
Sets up the account and prepares the customer visit card for assignment to the CCI
Prepares Check Voucher to disburse processing due. Sets up envelope jacket for every processing due disbursed for proper safekeeping and monitoring
Transmits complete set of loan documents for loan proceeds
Maintains accurate and systematic records management for easy retrieval
Assists in preparation of clients file folders

3. Administrative

Candidate must possess at least Bachelor’s/College Degree in any field of study
1 Year Experienced Employee specialized in Banking/Financial Services or equivalent is advantage
Can communicate both oral and written
Computer literate (Microsoft Word & Excel)
Team player, acts quickly and has the ability to anticipate situation and act accordingly
Fresh graduates are welcome to apply

Location: Oroquieta

Position: Client Service Representative

Ready to become an integral part of our team? Share your resume with us at hr-recruitment@rfc.com.ph and let’s embark on this journey together.