Service Assistant (Rolling Intake)

Assist Relationship Managers in loan transactions and customer service at a leading financial institution.

Your Role

Key responsibilities are as follows:

• Assists in implementing loan transactions and customer servicing functions.
• Requests and collates information from departments like appraisal and title verification for evaluation.
• Prepares documents for credit facilities and monitors document submissions.
• Maintains orderly files for each account.
• Prepares client requests such as Statements of Account and amortization schedules.
• Handles requests for collateral release, payment applications, and more.
• Monitors loan repricing and maturity dates.
• Coordinates loan and trade transactions with booking units and clients.
• Prepares instruction sheets for transaction approvals.
• Types promissory notes and manages billing statements.
• Prepares reports for management regarding account status.
• Performs additional administrative tasks as assigned.

About You

The ideal candidate will have:

• A 4-year Bachelor’s/College Degree, preferably in Business, Banking, or Finance.
• Knowledge and experience in banking processes related to loans and customer service.
• Proficiency in MS Office, strong interpersonal skills, and excellent communication abilities.
• A service-oriented mindset.
• Fresh graduates are encouraged to apply.

Compensation & Benefits

Competitive salary with potential bonuses, comprehensive healthcare, and other perks.

Training & Development

Opportunities for professional development and mentorship programs to enhance skills and career growth.

Career Progression

Potential for career advancement within the company, with expected growth in responsibilities and roles over the next few years.

How to Apply

Submit your application with a resume and cover letter detailing your qualifications and experience. Click the "Apply on employer site" button on this page.

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