Sales/Admin Associate –Cauayan Isabella

Sales

• Manage & monitor the routing and filling of all documents coming in and out of the Department.

• Conducts documentary checking on received loan application documents.

• Responsible for processing insurance applications and loan release for the Branch.

• Generate reports and statements for internal use.

• Responsible for encoding turn-ins in MIS and CRM.

• Responsible for transmitting the Brown Envelope (Loan Release Documents) and Green Folder (Requirements of Released Accounts) to the Compliance Associate.

• Responsible for notarization of Promissory Notes (PNs).

• Responsible for checking lacking documents and all turn-ins.

• Assists in loan releasing — printing post-dated checks (PDCs) and emailing insurance

• Scanning of PDCs and loan documents.

• Routing documents to Accounting as needed for loan disbursement.

Admin

• Manage and Process payments for the office's water, electricity bills, and other expenses.

• Monitor & manage the inventory of client beverages and office supplies.

• Coordinate packages for Lalamove and LBC delivery, and handle necessary transactions, including bank transactions.

• Manage the branch fund including but not limited to replenishment and liquidation.

• Handle and organize duplicate keys.

• Manage the visitor logbook for all incoming guests.

• Manage the maintenance and logging of the company motorcycle used by

Other Functions:
· Performs ad hoc function as instructed by the Branch Manager ans/or DCFC Management.