Process KYC
Bank of the Philippine Islands
Received auto loan application from branch of account or from relationship manager Pre-screening of application and requirements of individual, sole proprietorship/partnership, or corporate account
Waiting for the Final approval from Credit
If application was return to sales or need to Reconsider, will amendment it back to credit and attached necessary documents that needed Once application was declined/rejected, will inform the referring branch/area about the credit decision
If application was approved, we prepared loan documentation for signing of client at the branch or directly to head office
Received and checking of signed loan documentation from client
Forward to partner unit or internal client the signed loan documentation for Unit Authority to Delivery
Sending Purchase order, Authority to Delivery, Dealer Incentive to Client dealer
Sending weekly pipeline report to our handling branches/area----------- Huddle monthly pipeline report to our branches/area
Monitor and checking of post booking and booked accounts
Sending Booking details to branch of account.
