Client Service Representative

Job description:

Responsible for the providing administrative and clerical support related to the processing of loans and issuance of branch documentations in accordance with regulations policies, procedures and strategies.

Duties and Responsibilities:

1. Operations Support

• Handles loan inquiries. Receives, evaluates and conducts initial interview of walk-in customers/clients
• Ensures completeness of all the information appearing in the personal information sheet
• Records and encodes customer record in PIS Register and Web Application System
• Submits records to the branch manager for dispatching to CCI
• Conducts verification with CMAP as part of initial investigation of loan applicant
• Assists the branch manager in monitoring the status of the record assigned to the CCI
• Prepares contracts and other precautionary papers needed for processing loan applications
• Requests for quotation necessary in...