Financial Services Representative

7 days ago


Dasmariñas, Calabarzon, Philippines beBeeFinancing Full time ₱500,000 - ₱1,000,000
Job Summary:

The role of a Financial Services Representative is crucial in meeting loan volume targets while maintaining profitability and customer satisfaction. This position requires the individual to possess excellent sales and communication skills to effectively interact with clients.

  • Identify opportunities to offer microfinance loan products that meet the business needs of customers
  • Analyze loan applicant qualifications to determine the feasibility of granting loans
  • Initiate credit and collection activities to ensure credit quality and timely repayments
  • Coordinate with relevant teams for efficient processing and servicing of loan applications and clients
  • Maintain adherence to established policies and procedures
  • Foster relationships with clients through effective communication and problem-solving
  • Review and update customer loan files to ensure accuracy and completeness
Key Qualifications:
  • Bachelor's degree in any field
  • Possesses strong selling, communication, and interpersonal skills
  • Basic mathematical knowledge is essential
  • High integrity and reliability are must-haves
  • Familiarity with computer software and technology an advantage
  • Fieldwork and sales experience in Microfinance, a plus
  • Candidate should be able to work independently and as part of a team


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