Sales Service Operations Officer

The Role As a Sales Service Operation Officer, you will provide service and administrative support to the MSME sales team, specifically, in the aspect of service delivery and documentary fulfillment requirement for any product or service engagement. How you'll contribute Monitor all documentary requirements or deficiency of client post product delivery. This also includes periodic submission of all product or service-related maintenance documents (ex. KYC, real estate tax receipt, tax declaration, expired agreements, etc.) or deferred documents. Monitor all loan accounts with multiple loan release or tranche (ex. construction based availments). Ensure schedule appraisal is performed per project phase completion and that all documentary requirement (ex. updated tax declaration for improvements) is submitted by the client. Send follow-through communication to clients in all available channels (email, SMS, Fax, letter) for deficient documents. Loop in always referring units on any communications made with the client. Support sales team on product (ex. deposits, loans, insurance, etc.) and loan/collateral (for loan products) documentation review. These include special handling of customized client or partner contracts and coordinating with review units including Legal, Compliance and Risk Management Group. Monitor all insource safekeeping arrangements with other units for product and loan/collateral document. This is to ensure all original copies of product and loan/collateral documents with these units are stored and secured. Assist sales and/or client for any deposit/loan servicing related request Observe proper documentation of client’s inquiry, request and/or complaint Comply with policies, procedures and guidelines across all processes functions and processes. Comply in all external policies and regulation (ex. BSP, DTI, NTC, etc.) including but not limited to consumer protection, deposit secrecy, data privacy, and AMLA regulations Assist unit head on any process improvements initiatives and establishing service level agreement with other internal units. Periodic submission of required reports Provide service assistance to the collection team including aiding on reaching uncontactable clients during early collection phase. Clear any internal audit finding What we’re looking for Bachelor's degree in Business Administration, Financial Management, Economics, Marketing or other related fields Experience in a product documentation and loan/collateral management from a financial institution, preferably, under retail or MSME lending group Familiarity with law on contracts and/or loan/collateral instruments Proficient in MS Office and call center equipment/software programs Outstanding communication and interpersonal skills About Security Bank Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance. Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.