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Account Officer
2 hours ago
ACCOUNT OFFICER (LOANS)
Location: Ortigas
Work setup: Onsite / Monday - Friday
Responsibilities
• Source clients through affiliates, suppliers, and external networks.
• Conduct preliminary background and credit investigations.
• Manage client relationships by delivering personalized service, overseeing loan processing up to release, monitoring payments, and promoting loan renewals.
• Design and implement market value propositions; confirm and track client feedback and patronage.
• Engage in cross-selling of related financial products (e.g., Asenso, Insuretayo).
• Establish and maintain strong public relations with agencies and industry associations.
• Create and conduct product presentations.
• Develop tracking systems to gather and analyze market data.
• Recommend and help implement marketing strategies and business targets.
• Coordinate with the Operations department for formal background investigations.
• Prepare legal and loan-related documents (e.g., undertakings, mortgage contracts), including those needed for property registration and tax compliance.
• Maintain and update client files, records, and databases.
• Prepare and comply with required reports (Activity Reports, Monthly Work Programs, Work Program Accomplishments) and suggest policies to meet client needs.
Qualifications
• Bachelor’s degree in business administration or a related field.
• At least 1 year of marketing experience, preferably in a financial institution or a related industry.
• Established network or client base is an advantage.
