FULFILLMENT ASSOCIATE (MAKATI)
Bank of the Philippine Islands (BPI) · Makati, Metro Manila, Philippines
About The Role
The Fulfilment Assistant is primarily responsible for assisting the Fulfilment Officer in providing full operational support related to post approval and pre-booking activities to his assigned Sales counterpart. Main Accountabilities: Ensures accurate document generation and documentary deficiencies compliance of accounts with issued Bank Guaranty Checks and reviews credit approval prior to preparation of loan documents Generates loan documents for all types of housing loan transactions Monitors and follow ups from Sales compliance of document deficiencies for accounts with issued Letter of Guaranty Ensures timely booking of accounts and adherence to the standard documentary requirements & process of the Bank Coordinates with Sales counterpart (Account Officer/Marketing Assistant) completion of documentary requirements necessary to facilitate booking of accounts Monitoring of safekept critical collateral documents such as original title and tax documents necessary for annotation of Bank's mortgage Ensures that booking process is fully completed in accordance with standard procedures of the Bank Handles regularization/submission to LSR of any documentary deficiencies after release of loan Prepares and requests incentive pay-out for all accounts referred by Brokers and Developers with no deviation Qualifications: Must possess at least Bachelor's/College Degree in Business Studies/Administration/Management/Finance/Accountancy/Banking equivalent FRESH GRADUATES are welcome to apply Knowledgeable in credit and lending, operations, credit policies, risk management and corporate banking products and services. Knowledgeable in regulatory standards, compliance guidelines, and other bank products, processes and policies. Proficient in using Microsoft Office applications Must be willing to work at Makati City
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