Account Officer - Housing Loans

CBS China Bank Savings; Philippines; On-site; PHP 300,000 - 520,000; Full time

Job summary

CBS China Bank Savings is seeking an Housing Loans Account Officer in the Philippines to drive housing loan sales and build lasting client relationships. The role focuses on guiding borrowers through the loan process and meeting annual targets while ensuring compliance and superior customer service.

The ideal candidate has 3-5 years of housing loan processing or sales experience, with strong knowledge of loan products and excellent communication and negotiation skills to interact with

Qualifications

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

Responsibilities

• Generate housing loan sales and achieve annual targets.
• Develop and maintain client relationships; guide borrowers through loan process.
• Coordinate with developers, brokers, and internal teams to facilitate loan processing.
• Ensure compliance with company and regulatory requirements.

Skills

Communication

Negotiation

Interpersonal skills

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