Bachelor of Science in Business Administration major in Banking & Finance
Bukidnon State University
Bukidnon State University
Receive and review loan applications for accuracy and completeness.
Ensure compliance with company policies and regulatory requirements during the loan
processing stage.
Request additional information or documentation from applicants as needed.
Compile and organize loan files, ensuring all necessary documents are included and correctly
completed.
Communicate with loan applicants to gather missing information, clarify details, and update
them on the status of their applications.
Data Entry and Record Keeping
Enter loan application data into the company’s loan processing system or database.
Maintain accurate and confidential records of all loan applications and related documentation.
Prepare and generate reports on loan processing status and metrics for management review.
Enter loan application data into the company’s loan processing system or database.
Maintain accurate and confidential records of all loan applications and related documentation.
Prepare and generate reports on loan processing status and metrics for management review.
Supervise and lead a team of loan processors, providing guidance, support, and training.
Monitor team performance, set goals, and conduct regular performance reviews.
Resolve escalated issues and address any concerns or conflicts within the team.
Oversee the processing of loan applications to ensure accuracy, completeness, and compliance
with company policies and regulatory standards.
Review and approve loan files, documentation, and decisions made by team members.
Ensure timely and efficient processing of loans from application to approval or denial.
Prepare and present reports on loan processing metrics, team performance, and compliance to
senior management.
Maintain accurate and up-to-date records of loan applications, approvals, and denials.
Ensure proper documentation and record-keeping practices are followed by the team.
Identify and recommend improvements to loan processing procedures and workflows.
Collaborate with other departments to resolve process-related issues and enhance overall
operations.
Track and manage delinquent accounts, including reviewing account status and payment
history.
Generate and maintain reports on overdue accounts and delinquency rates.
Update and manage account records, ensuring accurate information on payment status and
contact details.
Contact customers with overdue accounts via phone, email, or mail to remind them of
outstanding balances and negotiate payment arrangements.
Handle inquiries and provide information regarding account status, payment options, and
consequences of non-payment.
Assist customers in understanding their account terms and the impact of delinquency.
Assist the collections team with follow-up activities and documentation related to delinquent
accounts.
Prepare and send formal notices and letters related to overdue payments and potential legal
actions. Coordinate with customers to set up payment plans or settlements for overdue
accounts.
Maintain records of payment agreements and monitor compliance with payment plans.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.