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Savings And Loans Associate/Admin Assistant

M

Market Place Cooperative

18.1 - 19K PHP
Full-time
733 L. Wood St. 733 L. Wood St, Pasay, 1300 Metro Manila, Philippines

Key Responsibilities:

  • Assist clients/members with savings account opening, updates, and inquiries
  • Process deposits, withdrawals, and other savings transactions
  • Receive and evaluate loan applications and supporting documents
  • Conduct initial assessment of borrower eligibility and creditworthiness
  • Prepare loan documentation and ensure completeness of requirements
  • Monitor loan releases, repayments, and account balances
  • Follow up on due or overdue loan payments
  • Maintain accurate records of all savings and loan transactions
  • Generate reports related to savings, loans, and collections
  • Ensure compliance with internal policies and regulatory requirements
  • Provide excellent customer service and address client concerns


Qualifications:

  • Bachelor’s degree in Finance, Accountancy, Business Administration, or related field
  • With or without experience (experience in banking, lending, or cooperative is an advantage)
  • Basic knowledge of lending procedures and financial transactions
  • Strong numerical and analytical skills
  • Proficient in MS Excel and financial systems/software
  • High attention to detail and accuracy
  • Good communication and interpersonal skills
  • Honest, trustworthy, and able to handle confidential information