
Account Officer
4 days ago
Responsibilities
- Source clients through affiliates, suppliers, and external networks.
- Perform preliminary background and credit investigations.
- Manage the delivery of personalized service, oversee loan processing up to release, monitor payments, and promote loan renewals.
- Design and implement market value propositions.
- Engage in cross-selling of related financial products (e.g., Asenso, Insuretayo).
- Establish strong public relations with agencies and industry associations.
- Create and conduct product presentations.
- Develop tracking systems to gather and analyze market data.
- Recommend and assist in implementing marketing strategies and targets.
- Coordinate with the Operations department for background investigations.
- Prepare legal and loan-related documents (undertakings, mortgage contracts).
- Maintain and update client files, records, and databases.
- Prepare and comply with required reports including: Activity Reports, Monthly Work Programs, Work Program Accomplishments, Review and suggest policies to meet client's demands.
Qualifications
- Bachelor's degree in business administration or a related field.
- At least 1 year of marketing experience, preferably in a financial institution or a related industry.
- Established networks or a client base is an advantage.
Job Type: Full-time
Pay: Php25, Php30,000.00 per month
Benefits:
- Promotion to permanent employee
Application Question(s):
- What bachelor's degree did you complete?
- Age?
- Do you have any background or experience in the financial industry?
- Do you currently maintain an established client base or network?
- Would you be available for an onsite interview on any day between Monday and Friday?
- How much is your Expected Salary?
- Amendable for ₱25,000 - ₱30,000 basic pay with benefits?
Education:
- Bachelor's (Required)
Experience:
- Marketing: 1 year (Required)
Work Location: In person
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