Loan Officer

Job Description

Posted 1 day ago

Overview

Duties and responsibilities for a Loan Officer include presenting mortgage solutions, collecting and verifying client information, guiding clients through the loan process, maintaining relationships with referral sources, and ensuring compliance with banking regulations. The role requires achieving sales/loan origination targets and coordinating with internal teams and external partners.

Responsibilities

• Meet with clients to assess their mortgage needs and provide product recommendations.
• Request appraisal reports of mortgage properties.
• Explain REM products, interest rates, terms, and eligibility requirements.
• Collect and verify financial documents (income, credit history, assets, and liabilities).
• Evaluate loan applications and submit them for approval in line with company policies.
• Maintain relationships with real estate agents, builders, and referral partners to generate leads.
• Guide clients through the loan process, from application to closing.
• Ensure compliance with banking regulations and lending standards.
• Achieve monthly and quarterly sales/loan origination targets.

Job Specifications

• Bachelor's degree in Finance, Business Administration, Economics, Banking, or related field (preferred) or Undergraduate.
• At least 1–3 years of experience in Real Estate Loan origination, financial services.
• Experience in sales, client relationship management, or real estate transactions is desirable.
• Strong understanding of real estate products, loans process, and documentation.
• Knowledge of financing regulations and credit analysis with strong sales and negotiation abilities to promote real estate products.
• Familiarity with real estate market trends, property valuation, and documentation requirements.
• Excellent communication and interpersonal skills for dealing with clients and real estate agents.
• High ethical standards, integrity, and professionalism; goal-driven, self-motivated, and able to meet sales/loan targets.
• Customer-oriented with strong relationship-building skills; ability to work under pressure and manage multiple client accounts.
• Willing to train in Head Office (Ortigas, Pasig) for two to three weeks. Free accommodation, with training allowance, transportation reimbursement (one way).
• Willing to do fieldwork.

Job Type : Permanent

Locations

Various postings across multiple locations; includes Makati, Manila, and other cities as listed in postings.

Additional Notes

Postings also include roles such as Sales Officer – Used Car Auto Financing, various Loan Officer positions, and related financial services roles with varying qualifications and locations. Applicants may be invited for multiple roles including SME and Teacher Loan positions.

Loan Officer – Used Car Auto Financing

Responsibilities

• Actively grow the business for the Used Cars Auto Finance segment
• Use contacts and network to achieve loan application targets
• Account management
• Develop and manage relationships with internal and external clients and customers
• Coordinate with multiple stakeholders
• Meet monthly revenue targets
• Perform tasks as deemed by management

Qualifications

• Bachelor's Degree in any relevant field
• At least 1 year relevant sales experience
• Relevant sales experience in the Automotive Industry

Job Type: Full-time

Credit/Case Manager – various postings

Job Summary

Recruitment postings include several roles for Credit/Case Manager with experience in financial services, debt management, and Australian market experience. Responsibilities include client assessments, debt management guidance, compliance, and risk reporting. Benefits may include office-based work in Metro Manila, international team collaboration, training and support, and access to EAP services.

Key Responsibilities

• Perform initial assessments to determine suitability of clients for debt management solutions
• Collaborate with Debt Management Consultants to assist clients effectively
• Establish manageable payment arrangements considering debt, income, and expenses
• Ensure compliance with policies and relevant legislation
• Identify risks and report concerns promptly

Requirements

• Experience as an Assessor, Case Manager, or similar role in financial services
• Experience serving Australian clients
• Understanding of personal financial documents and ability to analyze them
• Ability to work under pressure and meet deadlines
• Excellent communication skills and client outreach capabilities
• Empathy and client-centric approach

Interested candidates may submit their resume to the provided contact details or during interviews.

SME Loan Officer

Responsibilities

• Manage SME loans, ideally with banking background
• Maintain portfolio and hit targets
• Strong interpersonal and sales skills

Qualifications

• Bachelor's degree
• Minimum 3 years in SME loans, preferably banking
• Existing portfolio and results-driven

Locations

Angeles, Baguio, Caloocan, Dasol, GMA, Kalentong, Malabon, Imus, Meycauayan, Pasig, Taguig

Vehicle Loan Officer

Responsibilities

• Grow business for Used Cars Auto Finance, Refinance, and Dealer Stock Funding
• Maintain relationships with clients and coordinate with stakeholders
• Meet monthly revenue targets
• Field work

Qualifications

• Bachelor\'s Degree in any relevant field
• At least 1 year of sales experience
• Automotive industry experience

Job Type: Full-time

Job Summary

Credit Officer roles described with salary ranges and benefits. Requires 2 years of credit experience, on-site work, and readiness to start immediately.

What to Expect

Other related job postings in the same category and directions for applying are included throughout the description.

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