Records, Documents & Support Management Team Head (Corporate and Consumer Loans)

JOB SUMMARY

Supervises the activities of the team and ensures the accuracy of internal and external reports in accordance with bank policies and procedures, accepted accounting principles and regulations of Bangko Sentral and other agencies of the government. Accountable in safe keeping of vital loan documents such as LRBA, Credit advice, RLA Summary and Amortization schedule for all MMFP loan products, responsible in EWT balancing and other related assistance needed by the Section and/or CCLD Consumer Loans Unit.

PRINCIPAL DUTIES AND RESPONSIBILITIES

1. Analytical and Critical Thinking- Leverages analytical and critical thinking to support the unit's objectives, ensures compliance and accuracy in loan transactions, and proactively manages issues related to Loan transaction, taxation, documentation, and risk assessment.

2. Leadership/Management- Supports the Section and Unit Head through active involvement and administrative functions for Business Continuity Plan, evaluation of staff performance, scheduling of vacation leaves, preparation of competency gaps, implementation of job rotation/staff cross-posting and counseling and implementation of disciplinary action for erring employee.

3. Client Relationship Management- Monitors and ensures that all requests and queries from other units/ departments, branches and borrowers/ clients are attended to by the staff immediately and accurately with the agreed SLA to provide better client service.

4. Process Improvement & Project Management- Identifies the weaknesses in the loan processes and formulates recommendations to enhance the process and improve their efficiency and effectiveness at work. Initiates collaboration with business and support counterparts to harmonize processing, immediately address issues and ideas on system and process enhancements needed to attain improved TAT, develop efficiency and customer service.

5. Governance, Control and Risk Management - Reviews, authorize and validate the transactions by ensuring that documents submitted are free from any alterations or defects in accordance with the approved terms and conditions. Ensures that unit submits business and operational, compliance-related reportorial requirements within the set deadlines.

6. Quality Orientation- Ensures efficient implementation and proper loan processing by ensuring that all transactions received for the day are processed and encoded in the Retail Lending system to comply with established Bank policies and government regulations including agreed Service level of Agreement (SLA) and Turn-Around-Time (TAT).

JOB QUALIFICATIONS

• Knowledge in Lending Products and Operations
• Microsoft Office Applications
• Situational Leadership, Coaching and Mentoring, Career Growth and Management,
• Time Management, Critical Thinking, Communication Skills, Conflict and Issue Management
• Good analytical ability. Proactive and possesses continuous improvement mindset.
• Amenable to changes and flexible enough to meet the demands of the role.
• Flexible to work overtime, extended hours and during weekends and holidays