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🥝 SERVICE ASSOCIATE- ORTIGAS

BPI | ortigas, Philippines | Posted June 03, 2026

Job Description

The Corporate Banking Service Associate is responsible for assisting the Relationship Manager in the implementation of loan transactions and customer servicing functions.


Core Responsibilities:

  • Requests checking with other departments (e.g. appraisal, title verification, trade checking, business checking, etc.) and collates the results for evaluation of the RM/AO
  • Prepares the documents needed to implement credit facilities
  • 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
  • Prepares special requests of clients such as Statement of Account, amortization schedules, interest payments, etc.
  • Prepares various requests to all units such as but not limited to partial release of collaterals, collateral substitution, application/re-application of payments, instruction sheets, imple...

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