Relationship Specialist

2 weeks ago

Cagayan de Oro, Northern Mindanao, Philippines ORIX METRO Leasing and Finance Corporation Full time

Role Overview:

The Relationship Specialist is responsible for the growth and development of an existing portfolio and the generation of new business to expand the company's client base, as well as the attainment of the assigned volume targets.

Specific Duties and Responsibilities:

  • Explore and initiate the development of new borrowing accounts through direct solicitations, dealer referrals, and other similar initiatives
  • Monitor market movements and changes in clients' needs, as well as strategies and developments in the latest financial products
  • Conduct regular client and plant visits to establish and maintain good working relationships with accounts and to obtain firsthand information on any developments within the accounts
  • Secure all pre-approval requirements necessary to evaluate the borrower's credit risk profile
  • Package credit facilities suitable for clients' needs and prepare corresponding credit proposals.
  • Ensure timely preparation and submission of marketing write-ups, ICRRS (Internal Credit Risk Rating System), and other credit information as inputs to the credit evaluation and approval processes
  • Prepare a call report each time a visit is made to a client, or a significant development occurs regarding the account
  • Conduct periodic reviews and initiate classification of accounts, especially those with deteriorating financial or credit standings.
  • Ensure receipt of complete documentary requirements prior to the release of any proceeds to the borrower.
  • Ensure that all loan or lease availments comply with all existing bank policies and Bangko Sentral ng Pilipinas (BSP) regulations
  • Accomplish the Client Assessment Form as part of the Money Laundering and Terrorist Financing Prevention Program of the company, along with any other related documents as required by government regulatory agencies
  • Ensure absolute confidentiality of records and data gathered from clients.
  • Maintain complete and updated documents in the credit folders
  • Ensure all information in the Client Information System (CIS) and Account Management System (AMS) is complete, accurate, and up-to-date
  • Coordinate funding requirements and pricing information with the Treasury Division as necessary
  • Perform other tasks that may be assigned from time to time

Qualifications:

  • Graduate of any business course
  • Excellent written and oral communication skills
  • Proven ability to work effectively under pressure and meet deadlines
  • Must be willing to report onsite daily in Cagayan de Oro
  • At least 1 year of experience in leasing and financing is a plus
  • Fresh graduates are welcome to apply; must demonstrate excellent performance, initiative, and readiness to contribute immediately
  • Driving skills are required; candidates must have a valid driver's license and the ability to drive confidently

  • Key Accounts Specialist

    6 days ago

    Cagayan de Oro, Northern Mindanao, Philippines Bounty Fresh Food, Inc. Full time

    A Key Account Specialist will be responsible for identifying opportunities to increase sales and developing and executing account plans. The managerial position must ensure that all activities and decisions are aligned with the company's objectives through coordination with the immediate superior and other stakeholders.Duties and responsibilities:Generate...

  • Sales And Marketing Specialist

    6 days ago

    Cagayan de Oro, Northern Mindanao, Philippines WORLDCONNECT Full time

    Company DescriptionWORLDCONNECT is a licensed immigration consultancy firm based in the Philippines, specializing in student visa applications and international education for countries such as Australia, New Zealand, Canada, and Ireland. With over 12 branches across the Philippines and two abroad, WORLDCONNECT is the largest visa consultancy firm in the...

  • poultry technical and sales specialist

    6 days ago

    Cagayan de Oro, Northern Mindanao, Philippines GAMA FOODS CORPORATION Full time

    GAMA Foods Corporation is one of the top three poultry integrators in the Philippines, committed to delivering quality chicken products and improving the quality of life since 2005.Core Values:ICARE - Integrity, Collaboration, Accountability, Respect, and ExcellencePosition: Poultry Technical and Sales SpecialistDepartment: Poultry GrandparentLocation:...

  • Product Specialist

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines Medethix Inc Full time

    Medethix Inc, a leading global provider of innovative medical solutions, is seeking a highly motivated Product Specialist (Urology) - CDO & Zamboanga to join our dynamic team. In this full-time role, you will be responsible for driving sales, providing technical expertise, and building strong relationships with healthcare providers in the South Luzon...

  • Territory Sales Specialist

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines Rua Seguridad Corporation Full time

    About the RoleAs a Territory Sales Specialist, you will drive revenue growth by identifying opportunities, building client relationships, and delivering sales results.You'll be the face of our brand, helping customers find solutions that meet their needs.Close sales to reach monthly and annual sales volume targets.Creates route plans that balance excellent...

  • Product Specialist

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines MedEthix, Inc Full time

    MedEthix Inc, a leading global provider of innovative medical solutions, is seeking a highly motivated Product Specialist (Urology) - CDO-Zamboanga to join our dynamic team. In this full-time role, you will be responsible for driving sales, providing technical expertise, and building strong relationships with healthcare providers in the South Luzon...

  • Procurement Specialist

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines Inteluck Corporation Full time

    The day-to-day responsibilities include developing and implementing sourcing and procurement strategies, negotiating with transportation vendors, managing vendor relationships, and overseeing the procurement process. The role also involves analyzing market trends and ensuring cost-effective procurement of services critical to the company's operations.Key...

  • Key Account Specialist

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines Feedwin Nutrition Inc Full time

    Key Account ManagementManage and grow relationships with key customers, including large commercial farms, cooperatives, dealers, and institutional buyers.Serve as the primary point of contact for assigned key accounts, ensuring high levels of client satisfaction and retention.Sales Planning & ExecutionDevelop account-specific sales plans aligned with overall...

  • Product Specialist

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines Johnson & Johnson Full time

    At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to...

  • Industrial Sales Engineer

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines NORTH TREND MARKETING CORPORATION Full time

    About the role We are seeking a talented and driven Sales Engineer/Specialist to join in our B2B team based in CDO, North Mindanao, this is a full-time position that will play a crucial role in supporting our sales efforts and driving business growth in B2B sector.What you'll be doingIdentifying and developing new business opportunities by proactively...