Loan Portfolio Specialist

3 days ago


Calamba, Calabarzon, Philippines beBeeCustomer Full time ₱600,000 - ₱800,000
Key Role

The role of Account Officer 1 focuses on achieving loan volume targets while maintaining profitability, sound credit quality and excellent customer service.

Primary Responsibilities
  • Securing microfinance loan accounts to meet business requirements
  • Assessing overall loan applicants' qualifications to determine the feasibility of granting loans
  • Initiating credit and collection activities to ensure the credit quality of accounts
  • Coordinating with relevant officers and/or units related to loan applications and clients
  • Maintaining adherence to bank policies and procedures
  • Executing sales and marketing activities to achieve volume targets
  • Providing support for client inquiries and requirements
  • Reviewing and updating customer loan files, loan agreements, etc. to ensure adequacy for credit processing and loan booking
Essential Qualifications
  • Graduate of any 4 year degree course
  • Excellent selling, communication and customer service skills
  • Basic mathematical knowledge
  • High integrity
  • Familiarity with computer software including word processing & spreadsheets is preferred
  • Fieldwork and sales experience in Microfinance is an advantage


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