Relationship Specialist

2 weeks ago

Antipolo City, Calabarzon, 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 Antipolo City
  • 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

  • Relationship Specialist

    2 weeks ago

    San Pablo City, Calabarzon, 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...

  • roving sales manager

    5 days ago

    Antipolo City, Calabarzon, Philippines SUPER 7 MARKETING Full time

    Forecasting parts needs and ordering parts to maintain optimal inventory levelsMonitoring the current parts inventoryPricing parts to maintain profitabilityReceiving parts, including placing them into inventory and properly labeling themHelping customers find and purchase the correct partsOverseeing special ordersCollaborating with service managers to ensure...

  • Trucking Dispatcher

    1 week ago

    Antipolo City, Calabarzon, Philippines Envoy Dispatch Services Full time

    Company Description A freight transportation and finance company located in North Miami Beach is looking for a superstar Operations Specialist that will serve as the frontline person at our office. We provide business solutions to trucking companies by managing their cash flow and load opportunities. If you are ready to take on a challenging role in a...

  • Leasing Specialist

    3 days ago

    Lucena City, Calabarzon, Philippines PRG Full time

    About the roleWe are seeking a Leasing Specialist to join our dynamic team at Prince Retail Group of Companies. As a Leasing Specialist, you will play a pivotal role in managing and growing our commercial property portfolio through strategic leasing initiatives. This full-time position offers the opportunity to work with an experienced and innovative team in...

  • KOL Specialist

    2 weeks ago

    Cavite City, Calabarzon, Philippines HRTX Full time

    We are looking for a dynamic and strategic KOL Specialist to drive growth through partnerships with affiliates, creators, and influencers. This role requires strong relationship-building skills, an analytical mindset, and a creative eye for collaborations that strengthen our brand presence and deliver measurable results.Key ResponsibilitiesDevelop and...

  • Application Specialist

    2 weeks ago

    Cavite City, Calabarzon, Philippines Pinnacle Supplies & Services Unlimited Inc. Full time

    The Ultrasound Application Specialist Supervisor leads and oversees a team of Ultrasound Application Specialists. This role is responsible for coordinating training programs, ensuring clinical excellence, supporting sales and marketing efforts, and maintaining high standards of customer satisfaction through quality application support and product...

  • Leasing Specialist

    3 days ago

    Lucena City, Calabarzon, Philippines PRG Full time

    About the role:We are seeking a Leasing Specialist to join the Prince Retail Group of Companies' team in Central Luzon. In this full-time role, you will be responsible for managing the leasing operations for our diverse commercial property portfolio, ensuring optimal occupancy and revenue generation.What you'll be doing:Identify and secure new tenants for...

  • IT Supervisor

    2 weeks ago

    Antipolo City, Calabarzon, Philippines TaskUs Full time

    Job Description*About TaskUs:*TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their brands. Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming,...

  • Real Estate Property Specialist

    1 week ago

    Cavite City, Calabarzon, Philippines Federal Land NRE Global Inc. Full time

    Join Our Dynamic Real Estate Team: Property Specialist OpportunityAre you ready to embark on an exciting real estate journey? We're looking for Property Specialists that are passionate in connecting with clients and showcasing properties, ready to hit the road and make an impactRole Highlights:Be the face of our brand during exciting roadshows and events.No...

  • Junior Account Specialist

    3 days ago

    Paranaque City, Calabarzon, Philippines CITI HRM CORPORATION Full time

    We are seeking a motivated and detail-oriented Junior Account Specialist to join our team.In this role, you'll support the account management team by maintaining clientrelationships, coordinating project deliverables, and helping ensure customer satisfaction.This is an ideal position for someone looking to grow in a client-facing role within a fastpaced and...