Loan Consultant Relations Officer

2 weeks ago


Pasig City, Philippines CEPAT KREDIT FINANCING INC. Full time

JOB SPECIFICATIONS

Educational Requirement: Bachelor’s degree related to the position

Work Experience: 2-3 years of account management


The LC Relations Officer provides direct support and relationship management to assigned Loan Consultants. The role focuses on daily coordination, monitoring of account submissions, and ensuring LC productivity and engagement in line with sales targets.

Key Responsibilities:

Manages and supervises Trade Relations Associates to achieve targets and directives through the following activities:

Relationship Management

Serve as the main contact point for assigned Trade Relations Associates.

Provide guidance and assistance in loan processing, documentation, and system usage.

Build and maintain strong professional relationships to ensure LC satisfaction and retention.

Operational Support and Monitoring

Ensure all LC activities comply with company policies and loan standards.

Maintain updated records and reports for performance tracking.


Communication and Coordination

Disseminate product updates, policy changes, and promotional campaigns to LCs.

Collect feedback and relay insights to management for service improvement.

Support logistics and execution during LC training and engagement events.

Performance Improvement Support

Identify non-performing LCs and assist in implementing corrective measures.

Support the Senior LCRO in mentoring new or struggling LCs.

Assist in monitoring LC incentive programs and reward eligibility.
JOB COMPETENCIES

Management/ Leadership: Proven ability to lead and supervise teams in the financial industry, providing guidance, support, and feedback to ensure high performance. Skilled in motivating team members, resolving conflicts, and fostering collaboration to achieve organizational goals.

Functional: Process-oriented, Organized, strategic decision-making skills

Personal: Presentable and exceptional verbal and written communication skills



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