Manage and review loan application documents to ensure completeness, accuracy, and compliance before processing and approval.
Validate client requirements and coordinate credit investigations and record verification with banking institutions.
Maintain accurate borrower and loan records using Microsoft Excel and the company database.
Record and reconcile client payments and prepare Statements of Account, loan performance reports, and monthly reconciliation summaries.
Maintain SEC filings, GIS, business permits, corporate records, and other regulatory documentation.
Prepare demand letters and account statements for delinquent accounts and maintain Official Receipt and Book of Accounts records.
Support payroll and HR administration by maintaining attendance, deductions, salary adjustments, government contribution records, and biometric reports.
Organize company expenses and supporting documentation for accounting, tax computation, and BIR compliance.
