loan Documentation review team leaderSecurity Bank
Workplace: MetroManila, Manila, Makati
Salary: Agreement
Work form: Full time
Posting Date: 12/01/2026
Deadline: 07/08/2022
About Security Bank
We are the Philippines' largest independent bank, having won countless awards over the years, including one of Euromoney's most prestigious industry awards in 2021-Best Bank in the Philippines.
We're changing how people bank. From the moment customers enter our branches to their experience online, we make them feel valued and empowered.
Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we're far from done.
In our constant pursuit of excellence and improvement, we create teams that support our business and each other.
The Role
As a Loan Documentation Review Team Leader, you will be responsible for handling the comprehensive review and preparation of loan documents in accordance with the established bank policies and procedures within the given turnaround time, facilitating the monitoring of submission of deferred documents by the business units, based on committed/approved timelines, and exercises assigned authority limit over document deferral requests/transactions.
You will also review and screen the output of the Loan Documentation Review Specialist (LDRS) assigned under his/her supervision.
How you'll contribute
Product: Small Business Loans / Business Express Loan / Auto Fleet Financing / Corporate Salary Loans
Responsible for the review of assessment and monitoring of LDRS' output on the following:
The completeness, validity, and acceptability of loan and accreditation documents;
Submission of results of loan documentation review to the requesting units;
Loan documents prepared for submission to business units for client's signature; and
Recorded document deficiencies, for tracking and monitoring purposes (MIS);
Approves transmittal of credit folders to Securities Management Unit for safekeeping of booked accounts (except Auto Fleet Financing accounts);
Approves transmittal of credit folders to Auto Fleet Business Unit/Account Officer for the implementation of the approved line;
Prepares formal reports on document deficiencies and facilitates follow-ups of outstanding document deficiencies, with expiring commitment dates with the business units;
Exercises assigned authority limit over document deferral requests/transactions; and
Manages day-to-day productivity of Loan Documentation Review Specialist assigned under his/her supervision;
Coordinates with business units' account officers and marketing assistants on matters concerning loan documents;
Prepares Legal Referral form on matters requiring legal clearance and opinion;
Maintains and updates compilation of legal clearances and opinions for DSMD's reference;
Represents LDR function of DSMD in internal meetings; and
Performs other duties and functions that may be assigned by the department head/division head from time to time.
What we're looking for
Graduate with a Bachelor's Degree in any field of study
Must have at least 3 years of relevant work experience preferably in the banking, financial services industry, and other related fields.
Effective interpersonal and communication skills
Able to prioritize and meet tight deadlines
Work and time management skills
Results-oriented and team player
Customer service skills
Attentive to details and has knowledge in negotiable instruments law
Adept with common software like MS Office
Security Bank
We are the Philippines' largest independent bank, having won countless awards over the years, including one of Euromoney's most prestigious industry awards in 2021-Best Bank in the Philippines.
We're changing how people bank. From the moment customers enter our branches to their experience online, we make them feel valued and empowered.
Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we're far from done.
In our constant pursuit of excellence and improvement, we create teams that support our business and each other.
The Role
As a Loan Documentation Review Team Leader, you will be responsible for handling the comprehensive review and preparation of loan documents in accordance with the established bank policies and procedures within the given turnaround time, facilitating the monitoring of submission of deferred documents by the business units, based on committed/approved timelines, and exercises assigned authority limit over document deferral requests/transactions.
You will also review and screen the output of the Loan Documentation Review Specialist (LDRS) assigned under his/her supervision.
How you'll contribute
Product: Small Business Loans / Business Express Loan / Auto Fleet Financing / Corporate Salary Loans
Responsible for the review of assessment and monitoring of LDRS' output on the following:
The completeness, validity, and acceptability of loan and accreditation documents;
Submission of results of loan documentation review to the requesting units;
Loan documents prepared for submission to business units for client's signature; and
Recorded document deficiencies, for tracking and monitoring purposes (MIS);
Approves transmittal of credit folders to Securities Management Unit for safekeeping of booked accounts (except Auto Fleet Financing accounts);
Approves transmittal of credit folders to Auto Fleet Business Unit/Account Officer for the implementation of the approved line;
Prepares formal reports on document deficiencies and facilitates follow-ups of outstanding document deficiencies, with expiring commitment dates with the business units;
Exercises assigned authority limit over document deferral requests/transactions; and
Manages day-to-day productivity of Loan Documentation Review Specialist assigned under his/her supervision;
Coordinates with business units' account officers and marketing assistants on matters concerning loan documents;
Prepares Legal Referral form on matters requiring legal clearance and opinion;
Maintains and updates compilation of legal clearances and opinions for DSMD's reference;
Represents LDR function of DSMD in internal meetings; and
Performs other duties and functions that may be assigned by the department head/division head from time to time.
What we're looking for
Graduate with a Bachelor's Degree in any field of study
Must have at least 3 years of relevant work experience preferably in the banking, financial services industry, and other related fields.
Effective interpersonal and communication skills
Able to prioritize and meet tight deadlines
Work and time management skills
Results-oriented and team player
Customer service skills
Attentive to details and has knowledge in negotiable instruments law
Adept with common software like MS Office
Security Bank
Other Info
Makati City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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About the company
Security Bank jobs
Makati City, Metro Manila
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About the company
Security Bank jobs
Makati City, Metro Manila