Loans Trainee
CBC Group · VGP Building, San Lorenzo, City Of Makati, Metro Manila, National Capital Region ( Ncr ), Philippines
About The Role
About You & the Role As a Loans Assistant , you are a results-driven and detail-oriented professional who thrives in a fast-paced financial environment. You play a key role in ensuring the accurate, timely, and compliant processing of home loan transactions—from payments to disbursements—while maintaining the integrity of daily financial records. You are highly organized, methodical, and committed to delivering operational excellence that supports both customer satisfaction and regulatory compliance. What You Will Be Doing Process housing loan-related transactions, including payments, fees, charges, and loan releases with precision Perform end-of-day balancing and reconciliation of transactions to maintain financial accuracy Generate and maintain teller reports, journals, and transaction logs for audit and reporting requirements Provide administrative and operational support, including documentation and reporting tasks Collaborate with team members and stakeholders to ensure smooth loan servicing operations Carry out additional responsibilities as assigned by supervisors or officers-in-charge What Success Looks Like Transactions are processed accurately and within defined service timelines Daily balancing and reconciliation are completed with zero discrepancies or within acceptable thresholds Reports and documentation are audit-ready, organized, and consistently maintained Strong collaboration with internal teams contributes to seamless loan servicing Adherence to policies, procedures, and compliance standards is consistently demonstrated Qualifications We Value Bachelor’s degree in Business Administration, Banking, Finance, Accounting, or a related field Proficiency in Microsoft Office applications (Excel, Word, PowerPoint) Strong analytical thinking and attention to detail Excellent organizational and time management skills Effective verbal and written communication skills Ability to manage multiple tasks with accuracy and efficiency Why Join Us Be part of a professional team that values integrity, precision, and collaboration Gain hands-on experience in banking and loan servicing operations Access opportunities for career growth and skill development Work in an environment that supports continuous learning and operational excellence
Similar roles you might like
See all →This is an external listing. JobSpring does not represent or verify the employer. Report this listing
