RM Assistant

RELATIONSHIP MANAGER ASSISTANT

The RM Assistant is primarily responsible for administrative areas such as account servicing, transaction processing, report generation, and sales/account information management in a timely manner and in alignment with prescribed bank policies and procedures, internal control, external regulatory requirements and compliance to service standards.

KAY RESPONSIBILITIES

• Account Servicing and Administration

1. Monitors receipt and proper disposition of interest and principal payments by servicing units to avoid technical/actual past due;

2. Assists the Relationship Managers in ensuring that regular transaction details such as maturities, repricings, PN renewals, paydowns and others are coordinated/facilitated properly and efficiently with the clients and with various servicing units of the Bank;

3. Coordinates with clients requests for and timely submission of documentary and compliance requirements such as SEC registration papers and AFS;

4. Manages requests and submission of various internal reportorial requirements of the credit initiation and administrative processes such as CIR’s, SOA’s, Appraisal Reports and Amortization Schedules;

5. Prepares the instruction sheets for Loans, LC openings, Import Bills, Trust Receipts subject to checking/approval by the RM for dissemination to concerned units;

6. Coordinates with operating units on the client’s compliance with and submission of documentary requirements to avoid transaction processing delays.

• Reporting

1. Assists the Relationship Manager and Team Head in gathering data/documents from borrowers and other support units necessary for the establishment/renewal of credit facilities;

2. Assists the Relationship Manager/Team Head in updating outstanding balances for budget preparation and account monitoring;

3. Prepares various reports needed by the Group.

4. Performs other functions as maybe assigned from time to time according to the established productivity and service quality.

KEY QUALIFICATIONS

Bachelor’s degree relevant to the job, preferably in Accounting or Business Management.

Knowledge of basic credit systems

With Critical/Analytical skills

Strong communicator with the ability to network, build strong solid relationships

Strong interpersonal, communication, and presentation skills

Ability to interface effectively and independently with strong personalities (internal and external)

High level MS skills, especially Excel and PowerPoint

Strong planning and organization skills

High degree of accuracy and attention to detail

Self-confident and motivated, dynamic and highly energized

Enthusiastic and flexible with ability to use own initiative and work independently

Ability to set priorities and work under pressure

Attention to detail/high degree of numeric skills

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 19763