Loan Documentation Office Staff
Resume:
2015
Niña Lou R. Riveral
Duterte Street, Suba Danao City
092******** **************@*****.***
Objective
To work in an environment which encourages me to succeed and grow professionally where I can utilize my skills and knowledge appropriately.
Experience
CTU-TESDA MITSUMI
Office Staff
CEBU MITSUMI MULTIPURPOSE COOPERATIVE
Loan Clerk
Duties and Responsibilities
1. Credit Application
Monitoring for enough supply of loan application forms, priority numbers, listing of documentary requirements.
Interviews the members and assist him/her in the preparation of the loan application.
Gives the member the list of requirements.
Approved loan within his/her approving authority.
Prepares Credit Action Sheet (loan recommendation for within Loan Supervisors, Managers, & Crecom authority) and ensures completeness of pertinent documents as enumerated in the loan procedures.
Call the members for updating documents as a requirement in the application.
Entertain inquiries about the status of loan availments and loan products.
Prepare possible improvements like information and advertisement of new loan products. 2. Loan Documentation, Release, Maintenance and Monitoring
Prepares the necessary loan documentation for approved loan applications.
Verifies the signatures of the borrowers in the promissory note and other pertinent loan documents.
Prepares the vouchers for the loan release and other required legal documents as instructed by the Loan Supervisor based on the checklist given and the approved Credit Action Sheet.
Creates a customer record into the system for new borrowing clients based on the Customer Information File.
Releases the proceeds of the loans to the member through their individual ATM and Cash Card.
Perform Credit investigation for those members applying livelihood loans.
Safe-keep the collateral documents to the Loan Supervisor and forward to cashier for vault-keeping.
Retrieves the paid promissory notes from the vault and have it stamped paid and filed in the paid PN’s.
Post loan release to the computer.
Prepares necessary reports.
Prepares voucher of loans.
Prepares Debit memo release of loans in coordination with the bank.
Responsible for filing the loan voucher for record audit purposes. 3. Initiate credit investigation together with Credit Committee for Livelihood loan application of member. 4. Initiate processing of vehicle loan and others. Education
Cebu Technological University - Danao City Campus
Bachelor of Science in Industrial Technology - Major in Computer Skills
Computer Literacy, profecient in MS Word and MS Excel. Positive Attitude and open minded
Reliable and responsible
Reference
Ms. Maylen Q. Malapitan - "CEMIMPCO"
Business Manager
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