Account Officer - Housing Loans

CBS China Bank Savings; Bataan; On-site; PHP 300,000 - 600,000; Full time

Job summary

CBS China Bank Savings in the Philippines is seeking a Housing Loans Account Officer to drive housing loan sales, build and maintain client relationships, and guide borrowers through the loan application process.

The role emphasizes achieving annual targets for loan applications, approvals, and bookings while delivering excellent customer service and ensuring compliance with company and regulatory requirements.

Qualifications

• 3-5 years of experience in housing loan processing, sales, or related financial service
• Strong knowledge of housing loan products and procedures
• Excellent communication, negotiation, and interpersonal skills
• Results-oriented with a proven ability to meet sales targets

Responsibilities

• Generate housing loan sales and meet annual targets.
• Develop and maintain client relationships.
• Guide borrowers through the loan application process.
• Collaborate with developers, brokers, and internal teams to expedite processing.

Skills

Housing loans

Sales experience

Customer service

Negotiation

Job description

The Housing Loans Account Officer is responsible for generating housing loan sales, developing and maintaining client relationships, and guiding borrowers through the loan application process. The role focuses on achieving annual targets for loan applications, approvals, and bookings while ensuring excellent customer service and compliance with company and regulatory requirements. The officer works closely with clients, developers, brokers, and internal teams to facilitate timely and efficient loan processing.

QualificationsPreferably with 3-5 years of experience in housing loan processing, sales, or related financial serviceStrong knowledge of housing loan products and procedureExcellent communication, negotiation, and interpersonal skillResults-oriented with a proven ability to meet sales target