Loans Officer

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Position Title:  Loans Officer – Loan Support Department

Job Summary

Primarily responsible for supervising Loans Processor on their duties and function in implementing post booking functions such as DST affixtures, issuance of SOA, certifications, etc, sending of post confirmation emails/client’s copy of PN/DS and safekeeping functions of Cashier’s check (CC), Post Dated Check (PDC), Promissory Note (PN) and Disclosure Statement (DS) and accountable forms to ensure timely processing without sacrificing internal control and procedural guidelines set in Bank manuals. Oversees/manages manpower complement and assists team in meeting daily volume, capacity and timeliness.     

Specific Duties & Responsibilities

Evaluate daily transaction to achieve accurate post booking servicing

  • Ensures accurate and timely servicing of post booking functions such as preparation and sending of SOA, payment plans/amortizations schedule and certifications of commercial loan accounts. Recommend record retention practice/s in the safekeeping of certifications and other relevant documents (e.g., organized filing based on certification control number, date of certification, etc.) specifically the updating of the monitoring database maintained.
  • Ensure proper safekeeping, recording and monitoring within fire proof vault of Cashier’s check (CC), Post Dated
  • Checks (PDC), Promissory Note (PN) and Disclosure Statement (DS) and accountable forms. Likewise, compliance with the policy requirements on the reconciliation including its consistent documentation, and the conduct of the regular physical inventory count.
  • Ensure compliance with the dual custody in handling keys and combination records including turn overs during leave availments.
  • Ensures accurate processing of documentary stamp tax affixture within BIR prescribed time
  • Ensures sending of post booking confirmation email, client’s copy of PNDS and memos and processes are accomplished daily including handling of related various inquiries and requests. Likewise, updating of the monitoring database maintained.
  • Daily monitors productivity by checking work volume, work hour distribution and manpower complement adequacy to address bottlenecks to ensure equity and efficiency.
  • Timely escalation to Department Head for gaps identified and issues encountered in BAU activities

Process improvement and effective customer service

  • Continuous improvements by conceptualizing process and system improvements and engaging personnel to suggest new ways of doing things.
  • Participates on specification requirement and user’s acceptance testing for system enhancement.
  • Evaluate and establish production error and initiate corrections as necessary.
  • Participates in creating, updating and maintaining various operations procedure manuals.
  • Interacts directly to external clients on billing/SOA issues, loan account questions, and other information, computation and provides immediate resolution
  • Communicates directly with clients as needed to obtain necessary documents for verification.
  • Identifies process gaps and risk exposures and suggest solutions to address such

Supervision of Loans Processor

  • Conducts meetings to update/inform personnel on current issues & discusses measures on problems encountered for productivity improvement.
  • Trains staffs to become flexible and multi-skilled. Regularly coordinates with Human Resources for the training/seminar needed to improve work performance and develop their motivational skills
  • Assists in career planning through monitoring and appraisal of performance and recommends deserving personnel for promotion or model employee awards
  • Provide disciplinary action as necessary
  • Continuous dialogue with the loans processor to monitor work performance 

Other Details:

Rank: Officer

Unit: Enterprise Services Sector / Operations Group / Loans Operations Division / Loans Support Department

Location: The Shops, Metrobank BGC

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