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Loan Specialist (Onsite; Morning Shift)

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Loan Specialist (Onsite; Morning Shift)

  • Location:

    City of Taguig

  • Sector:

    Monroe Banking & Finance

  • Job type:

    Permanent

  • Salary:

    PHP30000 - PHP35000 per month

  • Contact:

    Lou Angelica Castil

  • Contact email:

    lou.castil@monroeconsulting.com.ph

  • Job ref:

    BBBH407080_1668161864

  • Published:

    26 days ago

  • Expiry date:

    2022-12-11

  • Client:

    Monroe Consulting Group


Executive recruitment company Monroe Consulting Group Philippines is recruiting on behalf of one of the fastest growing multinational commercial banks in the Philippines. Our respected client is seeking a banking professional for the job of Loan Specialist who is well-versed in end-to-end loan processes. The job is based in BGC, Taguig City, Manila, Philippines.
Job Summary:
The role is mainly responsible for end-to-end loan processes from acquisition to operations/documentations. The role requires someone who is well-versed in real estate mortgage and other related documentation processes.
Key job responsibilities include:

  • Analyze, evaluate, recommend and authorize/reject Corporate, Commercial and Consumer loans files.
  • Managing the Loan Process from acquisition to operations/documentations.
  • Evaluate and analyze the financial statements, prepares credit proposal, monitor the documentation and post-sanction through periodic review and/or renewal.
  • Responsible for understanding the needs of the small to medium-sized businesses clients for account acquisition and marketing loan products.
  • Finding business solutions for the Bank's clients, while working in coordination with other Bank units in matters related to account management and loan servicing.
  • Generates new business through prospecting, networking, and referrals.
  • Ensures proper account management by facilitating submission of complete client information, conducting regular client visits, preparation of proposals and timely annual review of the account.
  • Presents to and seeks approvals from Credit Committee, Executive Committee and Board approval for these loan packages.
  • Maximizes business growth potential of existing accounts by cross-selling bank products offered by other business segment of the Bank.
  • Provide information and explain to customers the different types of loan products and methods of payments. Evaluate financial situation of the account, determine whether they present a high risk as borrowers.
  • Maintain, review and update credit and loan files and establish repayment schedule
  • Prepares loan-related reports to comply with reportorial requirement of the Bank.
  • Analyze loan markets and identify new loan opportunities.
  • Assist and support Supervisor to bring better decisions and documentations on loan determination.
  • Ensure that all transactions assigned are handled efficiently and effectively in a timely manner.


Key job requirements include:

  • Candidate must possess at least a Bachelor's/College Degree, Economics, Business Studies/Administration/Management, Marketing, Commerce or equivalent.
  • At least 5 - 7 year(s) of working experience in the related field is required for this position.
  • Preferably from Commercial Bank/Foreign Bank
  • Knowledgeable in end-to-end process of loan operations
  • Knowledgeable in real estate mortgage, loan regulations, taxation and fees.
  • With knowledge in trade, specifically import and export.