Customer Service Representative (San Juan)

Responsible for preparation of client's application, loan disbursement, policy adherence, protecting JMMB Express Finance's interests, ensuring secure documentation.

Job Summary:

The incumbent is responsible for the preparation and submission of all client applications. They will also assist in the disbursement of all approved Loans within the stipulated timeframe, adhering to documented policies and procedures, ensuring the JMMB Express Finance’s interest is protected and that the security documentation of all approved credit facilities are in accordance with Credit conditions and the Company’s standards.

Key Responsibilities:

• Preparation of loan process documents in accordance with credit approvals and ensure that they are submitted to credit risk in a timely manner. Review client documents for accuracy and completeness prior to submission to credit risk
• Post customer’s remittance on a daily basis or as required.
• Advise customers of application status on an ongoing basis.
• Scrutinize disbursement documents to ensure authenticity and accuracy; escalate matters accordingly.
• Make courtesy calls after loan disbursements in a timely and professional manner. Ensures customer experience is satisfactory and are notified of first payment date and amount.
• Performs other administrative duties in respect of the JMMB Express Finance’s Loan portfolio and other credit activities. This may include but is not limited to; filing, report generation etc.