Relationship Specialist

2 weeks ago


Mandaue City, Central Visayas, Philippines Santaisabel Full time
ORIX METRO Leasing and Finance Corporation

Central Visayas (Region VII), Mandaue City

  • Candidate must possess at least a Bachelor's/College Degree, Doctorate Degree, Post Graduate Diploma / Master's Degree, Professional License (Passed Board/Bar/Professional License Exam) on Business Studies/Administration/Management, Finance, Marketing.
  • Fresh Grad / Entry Level specializing in Banking/Financial Services or equivalent.
  • Required skill(s): Sales and Marketing, Sales, Marketing, Upsell, Customer Service.
Responsibilities

Specific Duties and Responsibilities

  • Responsible for the day-to-day transaction and account management, monitoring of existing accounts
  • Prepares Financial Package and Credit Reports for existing accounts subject for yearly renewal.
  • Evaluates and Analyzes Financial Statements
  • Evaluates client's financial capacity based on submitted documents.
  • Conducts qualitative analysis of the credit worthiness of the potential or existing borrower.
  • Directs and supervises all loan documentation, loan management, loan pricing, sales, and marketing.
  • Generation of Loan Assets through product development involving product conceptualization, documentation, pricing, sales and marketing.
  • Ensures that all loan accounts conform to the regulations set-forth by the BSP, the Bank and other regulatory groups;
  • Monitors maturing PNs for existing accounts.
  • Requests CI for existing accounts subject for yearly renewal.
Additional Requirements

Qualifications:

  • Must be a graduate of any Business Course.
  • At least 1 year of Leasing and Financing experience is a plus.
  • Must be willing to work on-site
  • Must be willing to be assigned in Mandaue, Cebu
  • Fresh graduates are most welcome to apply
Additional Info
  • Location: Mandaue City, Central Visayas (Region VII).
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