Philippines Jobs

Loans Receivable Assistant I Jobs at Phillife Financial Assurance in Makati, Metro Manila

Phillife Financial Assurance company logo
Published 8 months ago

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Phillife Financial Assurance is currently accepting applications for the position of Loans Receivable Assistant I in the Makati area. The job type available for this position is Full-time.

We are looking for candidates who possess proficient skills and have a minimum of beginners/seniors in the respective field. In addition to technical expertise, we highly value traits such as honesty, discipline, and a strong sense of responsibility in our prospective employees.

Phillife Financial Assurance operates within the (according to the company) industry. If you are interested in applying for this position and joining our esteemed organization, we encourage you to submit your application promptly.

Job Information

Company:Phillife Financial Assurance
Position:Loans Receivable Assistant I
Region:Makati - Metro Manila, Metro Manila
Education:Confidential
Job Type:Full-time

Job Description

1. Posting of Monthly Loan Collections (DepEd and SLI Accounts)

  • Receives abstract listing, remittance summary, and OR (pink copy) from the branch
  • Checks the documents received if complete and if the deduction totals tally with the remittance summary. Does a reconciliation of any discrepancy noted.
  • Plots loan deductions in excel MF by matching method to come up with a collection breakdown report
  • Posts branch payments to individual accounts by uploading and OTC payments by using the Single Payment module
  • Uploads unmatched deductions to the Unposted system.

2. Client Servicing

  • Processes statement of account (SOA) of loan borrowers per requests received from credit unit, branches, LPHD, claims, agents, and clients
  • Processes requests for SOA-GFAL and other loan-related certifications (full payment, with O/S loan, no loan record, etc.,)
  • Prepares refund computation and RCP for excess loan deductions (less past due and penalty charges) upon request by clients
  • Attends to loan balance inquiries and other concerns received from various customers

3. Maintenance of Loan Records

  • Updates loan accounts with past due after monthly cut-off
  • Prepares deductions stoppage request for matured and terminated loan accounts
  • Updates and reconciles the unposted report

Benefit

  • Overtime bonus
  • Gaining experience
  • Comfortable work environment

Application Requirements

  • Good physical and mental health
  • Minimum age 17 years
  • Discipline and adherence to time
  • Honest and responsible
  • Good character
  • Satisfaction in working and learning
  • For other requirements, please check through the application form.

Company address

Province Metro Manila
City Makati
Full Address 11th Floor, Philippine Life Financial Assurance Corporation (PhilLife), STI Holdings Center, 6764 Ayala Ave, Makati, 1229, Philippines
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Company Information

Phillife Financial Assurance

Phillife Financial Assurance is a renowned company in the Philippines that specializes in providing insurance and financial services. With a strong presence in the market since its establishment, Phillife Financial Assurance has been committed to ensuring the financial security and well-being of its clients through a wide range of innovative insurance products and investment solutions. With a team of experienced professionals, the company strives to deliver exceptional customer service and help individuals, families, and businesses achieve their financial goals. Phillife Financial Assurance is dedicated to building a brighter and more secure future for Filipinos.