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CBS - CREDIT ASSISTANT

10/30/2025

The Credit Assistant ensures timely delivery of required data and business processes, including document completeness checking and indexing. They are responsible for monitoring tasks, validating data accuracy, and maintaining organized records.

Working Hours

40 hours/week

Company Size

10,001+ employees

Language

English

Visa Sponsorship

No

About The Company
Be part of a leading financial institution Metrobank is the country’s premiere universal bank with the largest consolidated network of over 870 branches and over 1,900 automated teller machines nationwide, and 33 foreign branches, subsidiaries and representative offices. A recognized leader in the country’s banking industry, Metrobank has become the trusted banking partner, staying true to its promise of keeping you in good hands.   Experience a fruitful and rewarding career The driving force of Metrobank’s success is its people who are committed to product quality and service excellence; practice strong work ethics and good governance. We uphold a culture anchored on our core values of customer delight, teamwork, passion for results and integrity. In Metrobank, hardwork is well-rewarded with a long term career and a competitive rewards system.   Learn from trusted professionals Metrobank is an excellent training ground for individuals who aim to learn and gain exposure to the different facets of banking and finance. The learning opportunities are immense as you work with top-notch experts of the banking industry - a driven team of individuals who put value on excellence and passion for service. Metrobank is regulated by the Bangko Sentral ng Pilipinas (https://www.bsp.gov.ph/)
About the Role

Be #InGoodHands with Metrobank!

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach!

Position Title:  Credit Assistant

Job Summary

  • Ensures that the required data and business processes (e.g., document completeness checking, document indexing, etc.) are delivered on time (e.g., to meet host system processing schedules).

    .

 

Specific Duties & Responsibilities

  • Receives documents in server for corresponding creation of file folder and logging of accounts in DCAP.

 

  • Breaks the tiff or pdf files per document type to be uploaded in docuware.

 

  • Validates accuracy and acceptability of data received for processing. Checks completeness of the pre-approval documentary requirements as to quantity and quality qualifications.

 

  • Sends email advisory to the corresponding AOs/Branches on document deficiencies.

 

  • Ensures that processing schedules are adhered to on a daily basis

 

  • Monitors and ensures completion of tasks scheduled for the day

 

  •  Encodes and data matches complete information based on the submitted documents in ILAP.

 

  • Sends notifications to the corresponding AOs/Branches on the successful encoding and data matching in ILAPS.

 

  • .Sends notifications to the corresponding AOs/Branches on the decision of the account,

 

  • .Creates, processes, organizes, and maintains documents,    administrative records, and physical files.

 

  • Compiles information from files and other sources (i.e. time-tracking system) into lists, summaries, and reports

 

  • Ensures delivery of hand-off files in accordance with the agreed SLA 

 

  • Receives, opens, screens, and routes mail;
  • Prepares all  Front End  reports  in a timely manner
  •  

 

Qualifications:

  • Graduate of 4 Year Degree Business Course
  • Excellent Skills in Micro Soft Office
  • Willing to report on site 100%

Other Details:

Rank: Rank and File

Unit: Consumer Business Sector / Credit Operations Group / Credit Acquisition Division

Location:  Ayala, Makati

Key Skills
Document ManagementData ValidationEmail CommunicationTask MonitoringData EntryDocument OrganizationReport CompilationMicrosoft Office
Categories
Finance & AccountingAdministrative
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