Sales/Account Officer

2 days ago

Makati City, National Capital Region, Philippines Makati Finance Corporation Full time ₱600,000 - ₱1,200,000 per year

Major Function:

As an Sales/Account Officer – Business Loan, you will play a key role in helping entrepreneurs, business owners, and individual clients access the financial support they need to achieve their goals. You will take the lead in sourcing potential clients, evaluating loan applications, and managing accounts to ensure timely loan releases and repayments.

This role is instrumental in building and maintaining strong client relationships, conducting thorough credit assessments, and ensuring compliance with company policies and regulatory standards. You will directly contribute to the growth of Makati Finance Corporation's Business Loan portfolio, while also supporting the promotion and expansion of our other financial products.

What you'll be doing?

  • Drive sales lead generation through recruiting loan agents, optimizing field operations, leveraging online platforms, and robust marketing strategies, all focused on surpassing sales targets.
  • Consistently achieve sales targets by converting leads into confirmed sales through dynamic product presentations, strategic client site visits, and rigorous Know Your Customer (KYC) processes.
  • Secure and expedite client loan requirements from agents and clients during personalized meetings to maintain momentum towards sales targets.
  • Effectively manage the client loan application process to ensure sales targets are met.
  • Take on additional tasks strategically to support and boost the team's ability to meet and exceed sales targets.

What we're looking for?

  • A Bachelor's degree in Finance, Business, Management, or any related field
  • At least 2 years of experience as a Sales Officer, Loan Officer, or in a similar customer-facing financial services role
  • Strong understanding of mortgage and loan products, including credit assessment and approval processes
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Highly detail-oriented, with strong organizational and time management skills
  • Proficient in Microsoft Word and capable of preparing accurate documentation
  • A strong commitment to delivering exceptional customer service

Work Setup & Benefits:

  • Office-based | Makati Head Office
  • Monday–Friday, 8:30 AM–6:30 PM
  • HMO
  • Life and Dependents Insurance
  • Accidental Insurance
  • Medical
  • Early Retirement Program
  • Loan Facilities Program
  • Performance Bonus
  • Opportunities for growth and career development
  • Trainings and Seminars
  • Work Life Balance

Job Type: Full-time

Benefits:

  • Company Christmas gift
  • Company events
  • Free parking
  • Fuel discount
  • Health insurance
  • Life insurance
  • Transportation service provided

Ability to commute/relocate:

  • Makati: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Sales: 2 years (Required)

Work Location: In person

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