Finance and Accounting
Auto Loan Documentation and Review Specialist
Job Description
About Security Bank


We are the Philippines’ largest independent bank, having won countless awards over the years, including Philippines’ Top Employer, named by Statista, and Best Bank for Diversity and Inclusion, awarded by Asiamoney.
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 nationwide, 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
Handles the comprehensive review and preparation of mandatory and required loan documentation for Auto Loan Products. Ensures that necessary controls are set and being observed and operational risks are appropriately identified, reported, and monitored by the Bank policies.
How you’ll contribute
- Ensures that all submitted documents on accounts for review and booking are complete, in order, and within policy at approved loan terms and conditions.
- Assesses and encodes document deficiencies cited on the LDRU Checklist in ProcessMaker. Suggest Hold Proceeds or Hold Dealer’s Incentives depending on the significance of document deficiency and endorse for approval.
- Creates Customer Basic Number via CRM in case the account has no CASA or non-SBC client. Makes requests if the account has existing BBN and details subject to updating/modification such as name, and DOB in CRM System.
- Validates if the account no. indicated in the signed Automatic Debit Arrangement (ADA) form is accurate versus FBEQ.
- Reviews and validates the details specified on the Loan Release Booking Advice (LRBA) before booking of account.
- Ensures review and evaluation of each account for booking is completed within the prescribed turnaround time.
What we’re looking for
- Bachelor’s / College Degree in Business Studies/Administration/Management, Finance/Accountancy/Banking, Open to any field of study
- Knowledgeable in Consumer Lending, Legal, and Risk Management.
- Keen to details and notices discrepancies and inconsistencies in available information.
- Able to diligently attend to the details and pursue quality in accomplishing tasks.
Fresh Graduates are Welcome to Apply!
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