Account Officer

10 hours ago

Ortigas Post Office P, Philippines Tigerux Agile Innovation Full time $180,000 - $360,000 per year

Responsibilities

  • Source clients through affiliates, suppliers, and external networks.
  • Conduct preliminary background and credit investigations.
  • Manage client relationships by delivering personalized service, overseeing loan processing up to release, monitoring payments, and promoting loan renewals.
  • Design and implement market value propositions; confirm and track client feedback and patronage.
  • Engage in cross-selling of related financial products (e.g., Asenso, Insuretayo).
  • Establish and maintain strong public relations with agencies and industry associations.
  • Create and conduct product presentations.
  • Develop tracking systems to gather and analyze market data.
  • Recommend and help implement marketing strategies and business targets.
  • Coordinate with the Operations department for formal background investigations.
  • Prepare legal and loan-related documents (e.g., undertakings, mortgage contracts), including those needed for property registration and tax compliance.
  • Maintain and update client files, records, and databases.
  • Prepare and comply with required reports (Activity Reports, Monthly Work Programs, Work Program Accomplishments) and suggest policies to meet client needs.

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

Application Question(s):

  • What bachelor's degree did you complete?
  • 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?
  • Birthdate?

Education:

  • Bachelor's (Required)

Experience:

  • Account/Loan Officer: 1 year (Required)

Work Location: In person

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