Account Officer - Microfinance

Top Bank Philippines; Pasig; On-site; PHP 450,000 - 700,000; Full time

Job summary

A leading financial institution in Pasig is seeking a dedicated Account Manager to manage and maintain client accounts. You will assess creditworthiness, prepare loan applications, and monitor loan performance, ensuring high customer satisfaction. Ideal candidates hold a Bachelor’s degree and have 3-5 years of experience in financial services. This full-time position is office-based with potential client visits.

Qualifications

• 3-5 years in a microfinance or financial services role.
• Ability to manage multiple accounts and maintain high customer satisfaction.
• Detail-oriented with a proactive approach to problem-solving.
• Detail-oriented with proactive problem-solving.

Responsibilities

• Manage and maintain client accounts to ensure accurate record-keeping.
• Assess clients' creditworthiness and prepare loan applications.
• Monitor loan performance and address repayment issues.
• Monitor loan performance and address any issues related to repayments.
• Conduct regular outreach to build and maintain relationships with clients.

Skills

Strong analytical skills

Excellent communication skills

Education

Bachelor’s degree in Finance, Business Administration

Job description

On-site - Pasig 3-5 Yrs Exp Bachelor Full-time

Share

Job Description

• Manage and maintain client accounts to ensure accurate record-keeping and compliance.
• Assess clients' creditworthiness and prepare loan applications for approval.
• Provide support and guidance to clients regarding financial products and services.
• Monitor loan performance and address any issues related to repayments.
• Conduct regular outreach to build and maintain relationships with clients.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field
• Experience Level: 3-5 years in a microfinance or financial services role
• Skills and Competencies: Strong analytical and communication skills
• Responsibilities and Duties: Ability to manage multiple accounts and maintain high customer satisfaction
• Qualities and Traits: Detail-oriented with a proactive approach to problem-solving
• Working Conditions: Office-based with occasional client visits

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

• withholds your ID,
• requires you to provide a guarantee or collects property,
• forces you to invest or raise funds,
• collects illicit benefits,
• or other illegal situations.

Tips

Some of our features may not work properly on your device.