Thursday, November 15, 2012

Service Assistant (BPI Davao)

Primarily responsible for assisting the Relationship Manager in the implementation of loan transactions and customer servicing functions.


1. Assigns checking with other departments (e.g. appraisal, title verification, trade checking, business checking, etc.) and collates the results for evaluation of the RM
2. Prepares the documents needed to implement credit facilities
3. Monitors submission of document and insurance deficiencies by client to ensure completeness of requirements ; Also maintains orderly files of documents for each account to facilitate monitoring
4. Prepares special requests of clients such as Statement of Account, amortization schedules, interest payments, etc.
5. Prepares various requests to all units such as but not limited to partial release of collateral, collateral substitution, application/re-application of payments, instruction sheets, implementing memo,etc.
6.Monitors repricing and maturity dates of clients managed by RM through reports from mainframe systems viewed on Mobius
7. Services loan and trade transactions of clients and coordinates with booking unit and/or client to ensure implementation of a loan or trade transaction
8.Prepares instruction sheets on loan or trade transactions for the approval of RM
9. Types promissory notes
10. Reviews and sends billing statements to clients and ensures that interest and principal amortizations due are collected and paid on time to avoid booking of accounts to past due and the client’s incurring past due charges
11.Prepares reports/ provides information required by RM,Market Head, Team Head and Division Head regarding accounts managed
12. Performs other administrative work that may be assigned from time to time
  • Candidate must possess at least a Bachelor's/College Degree , Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking, Marketing or equivalent.
  • Fresh graduates/Entry level applicants are encouraged to apply.
  • Full-Time position(s) available.
Qualified and interested applicants may send their resume, transcript of records and 2x2 photo to:
5F BPI Building, Ayala Ave. cor. Paseo de Roxas,
Makati City

or email

and Apply Online.
To know more about working at Ayala Group of Companies, visit this link:


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