Account Officer

Global SME Loans Inc.; Laguna; On-site; PHP 360,000 - 540,000; Part time

Benefits offered by this job

Performance bonus

Incentives

HMO

Bereavement leave

Birthday leave

Maternity & Paternity leave

Parental leave

Sick leave

Vacation leave

13th Month Pay

Monthly incentives

Company events

Training programs

Opportunities for promotion

Job summary

Global SME Loans Inc. seeks an Account Officer with strong analytical and communication skills. The role involves CAM reporting, neighbourhood checks, and third party verifications to assess borrower risk.

You will prepare financial statements, verify borrower information, and monitor accounts across assigned areas, contributing to sound credit decisions and growth.

Qualifications

• Bachelor's/College Degree in business-related field or similar.
• 1–2 years experience as Account Officer or in a similar role.
• Experience with neighbourhood checking for business and residence.
• Prepare and report BSIS/CAM documentation for borrowers.
• Strong communication, decision making, problem solving and presentation skills.
• Analytical thinker with attention to detail and accuracy.
• Ability to work under pressure and be proactive.

Responsibilities

• Interview borrowers and prepare CAM reports from documents provided.
• Perform neighbourhood checks on residence and business areas.
• Conduct Third Party Verification (Bank checks, trade dealings).
• Run verification checks incl. Kaiser Name Screening and social media checks.
• Prepare Balance Sheets, Income Statements and Client Risk Forms.
• Monitor accounts per area Ops Tracker and follow area assignments.

Skills

Communication

Decision making

Problem solving

Presentation skills

Interpersonal skills

Analytical thinking

Attention to detail

Teamwork

Networking

Adaptability

Education

Bachelor's degree or related

Job description

Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

Government Mandated Benefits

Insurance Health & Wellness

HMO

Bereavement Leave, Birthday Leave, Maternity & Paternity Leave, Parental Leave, Sick Leave, Vacation Leave

Read More

Join a purpose-driven company helping OFWs achieve their dreams. Global SME Loans Inc. offers a supportive team, professional growth, and a chance to make a real difference.

KEY RESPONSIBILITIES:

• Interviewing and preparing Credit Approval Memorandum (CAM) report based on submitted document of the borrower.


• Conduct neighbourhood checking of residence and business area.


• Third Party Verification such as Bank Checking, Trade Dealings for Supplier and Client, Employment


• Kaiser Verification (64Ai) Name Screening, Facebook, Google Verification, Screenshot of Valuation of Collateral Unit.


• Preparing Balance Sheet and Income Statement, Client Risk Assessment Form.


• Monitoring of accounts on per area Ops Tracker based on area assignment

KEY QUALIFICATIONS:

• Candidate must possess at least any Bachelor's/College Degree or any business-related courses


• Preferably 1-2 yrs. Experience as Account Officer and specializing in handling people.


• Should have broad knowledge and understanding in conducting neighbourhood checking for business and residence.


• Willing to do administrative work such as BSIS Report and CAM Report about borrower’s information


• Has excellent communication skills (both written and oral), decision making skills, problem solving skills, presentation skills, training skills, interpersonal skills and networking skills.


• Strong analytical skills with the ability to collect, organize, analyse and disseminate significant amounts of information with attention to detail and accuracy.


• Should be persuasive, goal-oriented, assertive, creative, innovative, adaptable and analytical


• Has the ability to work under pressure and handle challenging situations.


• Keen to details and computer-proficient

OTHER BENEFITS:

• Monthly Incentives


• Mid Year Bonus


• Performance Bonus


• 13th Month Pay


• Bereavement Assistance


• HMO


• Company Events


• Training Programs


• Opportunities for Promotion

At GSLI, we foster a positive and disciplined work culture where your contributions truly matter. Our team lives by our core values — integrity, focus, and care — and we empower employees to grow with us.

Princess Meneses

HR Operations Specialist Global SME Loans Inc.

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