Loan Officer

Date:  Oct 3, 2025
Location: 

Makati City, National Capital Region, PH

Business Unit:  Enterprise Services Group
Department:  Operations

Loans Officer

 

Job Summary:

 

Responsible for checking, verifying and ensuring that the implementation of loan transactions are in conformity with established policies, procedures and regulations; as well as the accuracy of maintenance of loan records in the ICBS loan subsystem and ensuring a timely and quality delivery of services to customer.

Duties & Responsibilities:

  • Reviews and approves the following for the implementation of Requests for Booking/ Restructuring/ Re-denomination of accordance with the terms and conditions set forth in the approved credit proposals ensuring compliance with established
    policies, procedures and regulations

  • Reviews the completeness and accuracy of all required transaction media prior to implementation

  • Reviews the batch sheets, Accounts Receivables and Miscellaneous Liabilities Disposition sheets prepared by the staff to
    ensure completeness and accuracy of the bookkeeping entries for transactions for the day

  • Reviews and approves the application of loan payments to loan records of borrowers ensuring compliance with established policies and procedures

  • Reviews and approves the accuracy of Notes Clearing, LOD Returned Checks, SOA & Certification, PDCs, Promissory
    Notes, Collateral Release Advice, CASA tickets and other related loan documents issued by the unit/section

  • Ascertains and ensures the timely and accurate processing of transactions and that turnaround time commitments are complied within the approved Service Level Agreement.

  • Acts as co-custodian of promissory notes processed by the unit ensuring thye are safekept inside the vault

  • Assures that the original copies of the promissory notes are turned-over to Shared Services Loan Operations/CASA &
    Custodianship (SSLO) within the committed turnaround time.

  • Attends in the disposition of notes clearing account, loan returned checks and acts on referrals for interoffice and AR/AP/ML/MA research floats.

  • Monitors and follows up the submission of BIR Form 2307(Certificate of Creditable Tax Withheld At Source) and BIR Form 2306 (Certificate of Final Tax Withheld at Source) for the deadline set, with the respective managing account officers

Qualifications:

  • Bachelor's degree graduate of any 4-year course

  • Has 3-5 years of relevant experience in loan operations in a banking industry

  • Must be willing to be assigned and work onsite in Makati

 

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: 23677