Finance and Insurance Coordinator
- San Juan City, Metro Manila
- Permanent
- Full-time
1. COMPUTER LITERATE
2. PROFICIENT IN MICROSOFT EXCEL, GSHEET AND GDRIVE
3. CONVERSANT AND FRIENDLY YET PROFESSIONAL
4. PROFICIENT IN EMAIL COMPOSITION
5. PREFERABLY WITH EXPERIENCE ABOUT LOAN PROCESSING AND
INSURANCE RENEWAL
6. FRESH GRADUATES ARE WELCOME TO APPLYJob Description:
a. Evaluate the Profile of applying clients for auto loans if they meet the bank partners' parameters
or not
b. Provide options to improve the application form and the profile of the client as needed by:1. Suggesting an additional co maker
2. Suggesting to indicate additional sources of income (if any)
c. Ensure the completeness of SOI (Source of Income) documents from the client/s as proof of
their income
d. Submission of qualified application form together with the SOI documents to the bank partners
e. Serves as the single point person for application concerns and status in the handled dealerships
f. Continuous coordination with the banks' account officers regarding the status of the submitted
applications thru email, phone calls and other means of communication
g. Build an excellent business relationship with the bank partners
h. Ensures timely update on the application status with the Sales team
i. Receive the CREDIT ADVICE from the bank partners, inform the sales department, provide them
copy (no signature), countercheck the AOR and DI rates indicated on the approval
j. Indicate the breakdown of incentives on the CA and endorse it to the AR admin or releasing
admin for release preparation with his/her affirmation or signature as proof that the approval is
valid and legit
k. Indicate the breakdown of incentives on the CA and endorse it to the AR admin or releasing
admin for release preparation with his/her affirmation or signature as proof that the approval is
valid and legit
l. directly reporting to the F&I director AS INSURANCE COORDINATOR
1. Telemarketing, cold calling, using referrals to meet the monthly target
2. Compute and offer insurance quotations from the official Insurance company partners.
3. Maintain bookkeeping systems, database and records pertaining to the customers and collection of payment etc.,
4. Keep record of the list of clients who availed the renewal of insurance from the official insurance partners
5. Monitor insurance claims to ensure mutual satisfaction
6. Ensure that the renewed insurance policy be transmitted to the bank partners in a timely manner (prior expiration or 1 month after expiration