Index Client Service Analyst

3 weeks ago

Metro Manila Philippines Buscojobs Full time

Account Management Specialist (Makati City / Cavite)

Overview: The Accounts Management Specialist is responsible for overseeing the end-to-end buyer journey, from reservation and documentation to loan processing, turnover, and title transfer. This role requires leadership in handling escalated concerns, coordinating with banks and government agencies, and implementing process improvements. The ideal candidate has a solid background in mortgage loan processing and customer service, thrives in a structured environment, and is committed to delivering excellent client experiences while supporting the company\'s sales and operational targets.

Responsibilities

  • Handle escalated transactions and provide support to team members as needed.
  • Evaluate the financial background of prospective buyers to determine eligibility for loan approval.
  • Orient buyers on the terms and conditions of property sales.
  • Address buyer inquiries and concerns through face-to-face interactions, calls, and electronic channels.
  • Check, analyze, and ensure timely submission of complete, accurate, and updated documentation.
  • Process various buyer requests and coordinate necessary actions.
  • Manage a high volume of loan applications and coordinate with banks and PAG-IBIG for financing processes.
  • Coordinate with partner banks regarding the latest policies, promotions, and interest rates.
  • Prepare contracts and documentation including Reservation Agreements, Contracts to Sell, Deeds of Sale, and other buyer requirements.
  • Monitor buyer payments, send reminders and billing statements, and provide resolution recommendations for payment issues.
  • Inspect units before turnover and schedule turnover dates with buyers.
  • Assist in the turnover of completed units to new owners.
  • Collate and prepare requirements for the transfer of titles from the developer to unit owners.
  • Answer inquiries via phone, in person, email, and social media platforms.
  • Perform other tasks as may be assigned.

Qualifications

  • Must be a graduate of any four-year course.
  • At least five (5) years of experience in customer service, with a strong background in mortgage loan processing.
  • Experience supervising, mentoring, and training team members.
  • Experience in real estate and/or banking industry, particularly in loan financing through banks and PAG-IBIG.
  • Above average oral and written communication skills.
  • Knowledgeable in title transfer processes, including docketing, payment requests, and TIN verification.
  • Demonstrated ability to handle escalated transactions independently with minimal supervision.
  • Willing to work on-site and/or be on call during weekends and holidays.
  • Proven contribution to process improvement initiatives.

Employment Details

  • Type: Full-Time
  • Set-Up: On-Site
  • Location: Makati City (Main Office) and Tanza, Cavite (Site)
  • Hours: Monday to Friday (9AM to 6PM)
  • Salary Range: Php 20,000 to Php 30,000
  • Job Types: Full-time, Permanent
  • Benefits: Company events; Health insurance; Opportunities for promotion
  • Schedule: 8 hour shift
  • Supplemental Pay: Performance bonus

Note: Some postings indicate region-specific applicant restrictions or may be listed for multiple locations. Please apply only if you are eligible under the company\'s region policies.

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