Account Officer

Alon Capital Finance Corporation; Philippines; On-site; PHP 300,000 - 420,000; Full time

Job summary

Alon Capital Finance Corporation is seeking an Account Officer to convert inbound leads into borrowers while nurturing relationships with an existing client portfolio. You will guide applicants from inquiry and onboarding through loan delivery and ongoing account management.

Ideal candidates hold a Bachelor's degree, are fluent in English, and demonstrate strong communication, organization, and a customer-focused mindset.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• Fluent in English, both written and verbal.
• Strong communication and interpersonal skills.
• Customer-oriented with ownership and accountability.
• Highly organized and able to manage multiple leads and follow-ups.

Responsibilities

• Manage and respond to inbound leads, guiding prospects through application and onboarding.
• Qualify clients to ensure they meet lending requirements.
• Build and maintain relationships with an assigned borrower portfolio.
• Identify opportunities for repeat financing and deepen client relationships.
• Oversee end-to-end client experience from inquiry to post-disbursement management.
• Coordinate with Credit, Operations, and other internal teams to process applications.
• Keep client and pipeline data current in CRM systems.
• Monitor portfolio activity and address client concerns promptly.

Skills

Lead conversion

Relationship management

Communication

Organization

Target-driven

Education

Bachelor's degree in Business/Finance/Marketing

Tools

Microsoft Office

Google Workspace

Job description

Alon Capital Finance Corporation is looking for an Account Officer to join our growing team. In this role, you will be responsible for converting inbound leads into new borrowers while building and maintaining strong relationships with an existing portfolio of clients. You will work closely with borrowers throughout their financing journey - from initial inquiry and onboarding to account management, repeat financing, and ongoing relationship management.

Key responsibilities

• Manage and respond to inbound leads, understanding their financing needs and guiding qualified prospects through the application and onboarding process.
• Conduct client qualification and ensure prospective borrowers meet the company's lending requirements.
• Build and maintain strong relationships with an assigned portfolio of existing borrowers.
• Proactively engage existing borrowers to identify opportunities for repeat financing and deepen client relationships.
• Manage the end-to-end client experience, from initial inquiry through loan release and post-disbursement relationship management.
• Follow up consistently with prospects and existing borrowers to ensure timely completion of requirements and applications.
• Explain financing products, terms, requirements, and processes clearly to clients.
• Coordinate with Credit, Operations, and other internal teams to facilitate smooth and timely processing of borrower applications.
• Maintain accurate and up-to-date client and pipeline information in the company's CRM and other systems.
• Monitor portfolio activity and proactively address client concerns or issues.

About you

• Bachelor's degree in Business, Finance, Marketing, or a related field.
• Fluent in English, both written and verbal.
• Strong communication and interpersonal skills.
• Customer-oriented with a strong sense of ownership and accountability.
• Highly organized and able to manage multiple leads, borrowers, and follow-ups simultaneously.
• Comfortable working with sales targets and performance metrics.
• Proficient in Microsoft Office or Google Workspace.
• Preferred: Sales experience in a lending, financing, fintech, banking, or other financial services company.
• Preferred: Experience handling loan or financing products.
• Preferred: Experience managing an existing portfolio of clients or borrowers.

About us

Alon Capital Finance Corporation is a growing financial services company.