The Fulfilment Assistant is primarily responsible for assisting the Fulfilment Officer in providing full operational support related to post approval and pre-booking activities to his assigned Sales counterpart.

Main Accountabilities

Ensures accurate document generation and documentary deficiencies compliance of accounts with issued Bank Guaranty
Checks and reviews credit approval prior to preparation of loan documents
Generates loan documents for all types of housing loan transactions
Monitors and follow ups from Sales compliance of document deficiencies for accounts with issued Letter of Guaranty
Ensures timely booking of accounts and adherence to the standard documentary requirements & process of the Bank
Coordinates with Sales counterpart (Account Officer/Marketing Assistant) completion of documentary requirements necessary to facilitate booking of accounts
Monitoring of safekept critical collateral documents such as original title and tax documents necessary for annotation of Bank's mortgage
Ensures that booking process is fully completed in accordance with standard procedures of the Bank
Handles regularization/submission to LSR of any documentary deficiencies after release of loan
Prepares and requests incentive pay-out for all accounts referred by Brokers and Developers with no deviation

Qualifications

Must possess at least Bachelor's/College Degree in Business Studies/Administration/Management/Finance/Accountancy/Banking equivalent
FRESH GRADUATES are welcome to apply
Knowledgeable in credit and lending, operations, credit policies, risk management and corporate banking products and services.
Knowledgeable in regulatory standards, compliance guidelines, and other bank products, processes and policies.
Proficient in using Microsoft Office applications
Must be willing to work at Makati City

FULFILLMENT ASSOCIATE (MAKATI)