Account Officer (Home Loan)

BDO Unibank; Mandaluyong; On-site; PHP 420,000 - 600,000; Full time

Job summary

BDO Unibank, through its Home Loan division, seeks a dedicated professional to oversee account management for clients seeking home loan solutions. You will guide inquiries, recommend options, and ensure customer satisfaction, working on-site in Ortigas.

The role requires a Bachelor's degree (preferably in business), at least 3 years of sales experience in banking or real estate, strong interpersonal and communication skills, and knowledge of legal documentation.

Qualifications

• Bachelor's Degree holder, preferably business course
• At least 3 year's sales experience in the banking or real estate industry
• Good interpersonal and communication skills
• Sufficient Product knowledge and knowledge in legal documentation
• Experience in credit evaluation would be an advantage
• Must be willing to be assigned and work on-site in Ortigas

Responsibilities

• Account solicitation, manage and build the assigned channel and ensure that sizable share of the market is attained.
• Responsible for loan packaging, cross selling of other CLG products to different sources or channel, pre-screening of accounts and ensuring proper KYC of accounts handled.
• Responsible for the implementation of marketing promos and programs that translate to the success in loan generation.
• Ensures quality loan portfolio through proper pre-screening of loan applicants.
• Responsible in addressing clients’ requests and concerns to meet client’s needs and ensure customer satisfaction.
• Performs other tasks that may be assigned from time to time.

Skills

Sales experience

Interpersonal skills

Communication skills

Knowledge of legal documentation

Education

Bachelor's Degree in Business

Job description

With BDO Home Loan, we turn our customers’ plans for a home or property into reality, with financing options, appraisal deals and fast application.

Job Summary:

Responsible for overall account management in all client's inquiries and needs in understanding, recommending options as they attain the right home loan with BDO and ensure customer satisfaction.

Duties & Responsibilities:

• Responsible for account solicitation, manage and build the assigned channel and ensure that sizable share of the market is attained.
• Responsible for loan packaging, cross selling of other CLG products to different sources or channel, pre-screening of accounts and ensuring proper KYC of accounts handled.
• Responsible for the implementation of marketing promos and programs that translate to the success in loan generation.
• Ensures quality loan portfolio through proper pre-screening of loan applicants.
• Responsible in addressing clients’ requests and concerns to meet client’s needs and ensure customer satisfaction.
• Performs other tasks that may be assigned from time to time.

Qualifications:

• Bachelor's Degree holder, preferably business course
• At least 3 year's sales experience in the banking or real estate industry
• Good interpersonal and communication skills
• Sufficient Product knowledge and knowledge in legal documentation
• Experience in credit evaluation would be an advantage
• Must be willing to be assigned and work on-site in Ortigas