CBS - Credit Assistant

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Position Title:  Credit Assistant

Job Summary

Provides administrative and operational support to the Account Maintenance Unit by ensuring the accurate, complete, and timely processing of client information, credit account maintenance, document validation, and data capture. The role upholds data integrity, compliance with internal policies and regulations, and service-level commitments while coordinating with various business units for clarifications and requirements.

Specific Duties & Responsibilities

Document Management & Validation:

• Receive, log, and initially check credit-related documents for completeness, accuracy, and consistency.

• Validate KYC, specimen signatures, authorization documents, and RPT-related disclosures as applicable.

• Coordinate with frontliners/BUs for document deficiencies and clarifications.

Account & Data Maintenance:

• Perform data encoding and updates on customer/credit account information based on approved terms.

• Execute maker-level maintenance within authorized access rights.

• Ensure correct capture of signatories, addresses, limits, and other client details.

Request Tracking and Reconciliation:

• Reconcile processed documents vs. transmittals to ensure that all requests are accounted for and handled by the Analysts.

• Maintain audit-ready records and documents. Ensures that said records areuploaded in DocuVu.

Compliance & Operational Controls:

• Adhere to bank policies, maker–checker controls, AML/KYC, Data Privacy, and regulatory standards.

• Flag irregularities or potential compliance concerns for checking/escalation.

SLA Management & Workflow Support:

• Complete assigned queues/work items within TAT.

• Coordinate bottlenecks and urgent items with Team Leaders and Unit Manager for workload balancing.

• Provide courteous and professional stakeholder communication.

Reporting & Process Improvement:

• Assist in daily accomplishment reports, MIS, and exception/error logs. Ensures that deviation rate is within cap at any given time.

• Identify recurring issues and propose improvements in documentation and data quality.

• Support UAT and automation initiatives (as needed).

Qualifications:

• Bachelor’s degree in Business, Finance, Accounting, Economics, or related course. Fresh graduates welcome; experience in banking operations or credit documentation is an advantage


• 0–2 years of relevant experience preferred.


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  • Proficient in MS Office (Excel, Word, Outlook).

  
  

  • Familiarity with banking systems for customer and account maintenance (training provided).

  
  

  • Knowledge of KYC, documentation standards, and data privacy principles.

  
  


• Willing to report onsite 100%, willing to render over time as needed.

Other Details:

Rank: Rank and File

Unit: Consumer Business Sector / Credit Operations Group / Credit Acquisition Division

Location:  Ayala, Makati