Talent.com
Operations Assistant - Bank Financing (Outbound)
Operations Assistant - Bank Financing (Outbound)Filinvest Group • Mandaluyong City, Metro Manila, Philippines
Operations Assistant - Bank Financing (Outbound)

Operations Assistant - Bank Financing (Outbound)

Filinvest Group • Mandaluyong City, Metro Manila, Philippines
30+ days ago
Job type
  • Quick Apply
Job description

Job Description :

  • Processes bank financing and refinancing accounts for assigned partner banks within the standard processing time, including endorsement of account information and documents, review of bank guarantees, and recording of loan payments in the system.
  • Communicates effectively with clients (buyers and partner banks) via phone, email, and face-to-face interactions to address concerns, collect necessary documentation, and ensure timely processing of bank loans.
  • Ensures that all assigned service requests are resolved and completed within the established turnaround time.
  • Submits daily productivity and accomplishment reports to the Operations Lead – Bank Financing

Technical Skills :

Strong analytical skills, particularly in handling data, processes, and information.

  • Excellent communication skills, with the ability to clearly articulate ideas both in writing and verbally.
  • Demonstrates exemplary customer service skills.
  • Proficient in MS Office applications (Word, Excel, PowerPoint).
  • Able to perform effectively under time pressure and meet set deadlines.
  • Capable of working independently with minimal supervision.
  • Proven ability to lead teams, supervise daily operations, and develop talent for succession.
  • Highly organized and process-oriented.
  • Skilled at multitasking and managing multiple priorities effectively.
  • Upholds integrity and strong personal values.
  • Key Responsibilities :

  • Conduct buyer call-outs to collect LOG (Letter of Guarantee).
  • Handle client inquiries through calls and emails.
  • Ensure 100% completion of the productivity sheet assigned by the Team Leader (render overtime if unfinished).
  • Maintain at least 60% contact rate with clients.
  • Qualifications :

  • Preferably with a background in Collections or experience within a Banking environment.
  • At least 1–2 years of relevant work experience.
  • Strong communication and follow-through skills.
  • Organized, customer-centric, and goal-oriented.
  • Prior call center experience is considered an advantage for this role.
  • Create a job alert for this search

    Operations Assistant Bank Financing Outbound • Mandaluyong City, Metro Manila, Philippines

    Similar jobs
    Fund Cash Operations Professional

    Fund Cash Operations Professional

    Q2 HR Solutions - Group of Companies • Taguig, Metro Manila, Philippines
    Quick Apply
    We are seeking a detail-oriented Fund Cash Operations Professional to support daily cash and operational activities in a fast-paced financial services environment. This role is ideal for indivi...Show more
    Last updated: 30+ days ago
    Operations Assistant (US-Based Remote)

    Operations Assistant (US-Based Remote)

    Quality Home Care : Michigan Private Duty Aides • Metro Manila, PH
    Quick Apply
    URGENT HIRING 🚨 📍 US-Based | Work From Home | Full-Time We're looking for a proactive, detail-oriented Operations Assistant to support our executive team and help streamline operati...Show more
    Last updated: 30+ days ago
    Credit Review Team Lead

    Credit Review Team Lead

    EastWest Bank • Taguig, Metro Manila, Philippines
    Quick Apply
    Assistant Vice President - Senior Assistant Vice President.In this role, you will lead a robust monitoring initiative for the Bank's Corporate Banking portfolio by conducting thorough reviews, stre...Show more
    Last updated: 30+ days ago
    Head of Credit Strategy & Operations

    Head of Credit Strategy & Operations

    Michael Page • Pasig, Metro Manila, Philippines
    Drive impact at scale in a fast-growing, regional business.Lead cross-functional innovation in a dynamic environment.A leading regional platform in Southeast Asia, offering everyday services alongs...Show more
    Last updated: 30+ days ago • Promoted
    Operational Assistant

    Operational Assistant

    Bamboo Works • Metro Manila, Metro Manila, PH
    Quick Apply
    Operational Assistant We’re looking for a highly organized, financially savvy, and proactive Operational Assistant to streamline our backend operations, manage invoicing and time tracking, an...Show more
    Last updated: 30+ days ago
    Regional Merchant Operations Lead

    Regional Merchant Operations Lead

    PayJoy • Pateros, Metro Manila, Philippines
    A financial technology company in the Philippines seeks a Merchant Operations Senior Manager.In this role, you will manage merchant and clerk satisfaction metrics, ensuring successful partnerships ...Show more
    Last updated: 4 hours ago • Promoted • New!
    Enterprise Fraud Division Head

    Enterprise Fraud Division Head

    EastWest Bank • Taguig, Metro Manila, Philippines
    Quick Apply
    Enterprise Fraud Division Head.In this role, you will lead and manage the Division's key activities including fraud risk identification, detection, investigation, and recovery, while ensuring effic...Show more
    Last updated: 30+ days ago
    Digital Banking Operations Head (Senior Officer)

    Digital Banking Operations Head (Senior Officer)

    EastWest Bank • Makati, NCR, Philippines
    Quick Apply
    Digital Banking Operations Head.In this role, you will have to ensure timely and accurate execution of daily processes, including digital onboarding and reconciliation to internal and external syst...Show more
    Last updated: 30+ days ago
    Strategic COO - Banking Operations & Growth

    Strategic COO - Banking Operations & Growth

    Michael Page • Manila, Metro Manila, Philippines
    A leading recruitment firm seeks a skilled COO for a well-funded bank in Metro Manila.The ideal candidate will have extensive experience in managing large organizations, particularly in lending and...Show more
    Last updated: 30+ days ago • Promoted
    Consumer Banking, Corporate Banking and Trade Finance Operations Head

    Consumer Banking, Corporate Banking and Trade Finance Operations Head

    EastWest Bank • Taguig, Metro Manila, Philippines
    Quick Apply
    Corporate Banking and Trade Finance Operations Head.In this role, you will lead and manage the operational delivery of Consumer Banking, Corporate Banking, and Trade Finance products, driving effic...Show more
    Last updated: 30+ days ago
    Head of Customer Experience & Operations (Bank)

    Head of Customer Experience & Operations (Bank)

    Michael Page • Pasig, Metro Manila, Philippines
    Opportunity to join a leading bank pivoting towards digital transformation.Offers strong career development opportunities. A top Philippine bank, recognized for digital innovation and customer-focus...Show more
    Last updated: 30+ days ago • Promoted
    Enterprise Risk Evaluation Division - Team Head (Corporate Banking)

    Enterprise Risk Evaluation Division - Team Head (Corporate Banking)

    Security Bank Corporation • Makati, Metro Manila, Philippines
    Analytical and Critical Thinking.Reviews the CPs that reflect the requirements of the company and justification for the credit structure. Assists the ERM / ERS in packaging of credit facilities and de...Show more
    Last updated: 10 days ago • Promoted
    Finance Operations Manager

    Finance Operations Manager

    Bamboo Works • Manila, Metro Manila, PH
    Quick Apply
    We are hiring a highly reliable and detail-driven Finance Operations Manager to take full ownership of our financial operations and build scalable systems for the next stage of growth.This role req...Show more
    Last updated: 30+ days ago
    Business Partner / Delivery Manager – Finance Operations

    Business Partner / Delivery Manager – Finance Operations

    Eastvantage • Taguig City, National Capital Region, PH
    We're Hiring : Business Partner / Delivery Manager – Finance Operations! 🌟.We are seeking a Finance Business Partner / Manager to lead and manage. Philippine accounting and tax regulations.The role ...Show more
    Last updated: 5 days ago
    Loans Compliance Checking Team Head

    Loans Compliance Checking Team Head

    BDO Unibank • , Metro Manila, Philippines, Metro Manila, Philippines
    The Compliance Checking Section Head is primarily responsible for overseeing the processing of loan documents through documentary deficiencies validation and compliance checking by Compliance Check...Show more
    Last updated: 30+ days ago • Promoted
    Technical Lead (Payments and Lending) - FinTech

    Technical Lead (Payments and Lending) - FinTech

    IO TECH SOLUTIONS LIMITED • Metro Manila, Philippines
    Quick Apply
    Java-based microservices supporting.Own end-to-end delivery of critical services including.API-first and event-driven architectures. REST, messaging, Kafka / RabbitMQ).CI / CD, observability, and docume...Show more
    Last updated: 30+ days ago
    Regional Operations Leader - IT Sales & Branch Excellence

    Regional Operations Leader - IT Sales & Branch Excellence

    Business Machines Corporation • Makati, Metro Manila, Philippines
    A technology solutions provider is seeking a Manager to oversee operations across branches in Visayas & Mindanao.The ideal candidate should hold a Bachelor's Degree in business-related fields and h...Show more
    Last updated: 30+ days ago • Promoted
    Branch Operations Associate - Cash Services

    Branch Operations Associate - Cash Services

    EastWest Bank • Makati City, Metro Manila, Philippines
    Quick Apply
    Makati / Cavite / Pampanga / Iloilo.East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in proce...Show more
    Last updated: 30+ days ago