Loan Origination Specialist

2 days ago


Manila, National Capital Region, Philippines MOVE Your Biz Full time

Job Summary:

We are seeking an experienced Loan Officer / Account Executive to join our team at MOVE Your Biz. This role involves identifying potential clients, managing the loan application process, and ensuring a smooth client journey from initial contact to loan closure.

About the Role:

  • Client Acquisition and Relationship Management:
    • Identify potential clients through networking, referrals, and targeted outreach strategies
    • Develop and maintain a pipeline of prospective clients, systematically following up to nurture leads
    • Engage clients through regular meetings, calls, and follow-ups to build and maintain strong relationships
  • Loan Application and Qualification:
    • Conduct comprehensive needs assessments to understand client objectives, financial situations, and lending requirements
    • Qualify initial deals and project scopes to ensure they meet funding criteria
    • Review client loan applications and documentation for accuracy and completeness
  • Client Communication and Support:
    • Present soft terms and term sheets to clients, addressing any questions and ensuring they understand and agree to the conditions
    • Maintain real-time communication with clients, providing regular updates on their loan status
    • Support general and borrower-specific calls, ensuring clear and efficient communication
  • Documentation and CRM Management:
    • Manage client information and interactions in the CRM system, ensuring all data is accurate and up-to-date
    • Collect and review key documentation required for loan processing, ensuring compliance with submission guidelines
    • Collaborate with internal teams, including the back office, to ensure efficient loan processing and client satisfaction

Requirements & Qualifications:

  • Minimum of 2-3 years of experience in loan origination, sales, or account management
  • Strong understanding of the lending process, with the ability to learn private lending sector specifics quickly
  • Excellent communication and relationship-building skills
  • Proficiency in CRM systems and loan processing software
  • Strong organizational and documentation skills with attention to detail
  • Ability to conduct comprehensive client needs assessments and provide tailored solutions
  • Working hours: Monday to Friday between 8:30 AM to 5 PM Central Standard Time (CST)

Benefits:

  • Competitive salary ($800 - $900 + $50 allowance per month)
  • Strong support system
  • Salary increase starting on your first year of employment (based on performance)
  • Monthly Performance Incentive (based on given metrics, ranging from $40 - $50)
  • Health benefit ($30/month)
  • No computer activity monitoring
  • Training materials for upskilling provided
  • Paid holiday leaves (depending on the holidays observed by the client)
  • Paid sick leaves (sick leave convertible to cash if perfect attendance)
  • Paid planned leaves
  • 13th month pay
  • Allowance for SSS and Pag-ibig contribution ($20/month)

Job Type: Full-time



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