Marvin Montes

Duties: The document releasing assistant is responsible for preparation and ensuring the completeness of required documents in order to release original copy of collateral documents to client after the maturity or pre-termination of an account.

• Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
• Greeted guests in with friendliness and professionalism.
• Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
• Worked closely with management to provide effective assistance for specific aspects of business operations.
• Prepares certification request of clients through customer service/provincial office personnel
• Monitors daily releases of documents of all closed accounts as requested by Provincial offices Team members
• Coordinate with Custodians, monitor and update the list of schedule of accounts for pull-out of documents at warehouse
• Ensures that all requested documents are pulled-out prior to the scheduled date of release.
• Ensures that borrower's presented documents are valid; with updated photo bearing government issued identification (ID) and should bears the same signature of the borrower signed in all off submitted documents.
• Make sure the timely sending of documents to various Provincial Offices and monitors the status of documents until it reaches the requesting branch.
• Performs other job related duties and responsibilities as deemed necessary.

• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
• Processed customer transactions promptly, minimizing wait times.
• Pickup deposits from store/branches of the clients.
• Providing cash or Change fund requested by the client
• Providing cash requested by different branches of the bank
• Count currency, coins by hand or using currency counting machine.
• Verify the amount of cash received and check the accuracy of deposit slips

Duties: The position is responsible of safekeeping of collateral documents such as " Certificate of Title, ORCR, and releasing of collateral to client upon full payment.

• For fully paid accounts, reviewing the folder for requirements
• Checking completeness and availability of required documents
• Updating the monitoring tool on the status of each stage in the process, including completeness

of required documents.

• Sending notice to concerned departments on requirements or deficiencies
• Routing the requests for release of collateral
• Preparing Deed of Absolute Sale and other documents
• Processing of request for notarization
• Coordinate with LSSD/Service provider in computation of fees related to registration and title transfer and prepare request for payment
• Ensure completeness of all documents, requirements, and checks for endorsement to LSSD or the outsourced service provider
• Provide Feedback to client on the status
• Release of collateral to client an developer (for buyback accounts. )
• Perform other duties that may be assigned from time to time