Account Officer- Real Estate

Cepat Kredit Financing Inc; Cavite City; On-site; PHP 300,000 - 600,000; Full time

Job summary

Cepat Kredit Financing Inc in Cavite City, Philippines, is seeking a results-driven sales professional to lead Real Estate Loan product growth in local markets. The role focuses on building partnerships, guiding field sales teams, and managing end-to-end loan processes from lead generation to release, while ensuring compliance with regulations.

If you excel in relationship-building, market development, and data-driven sales, this position offers active fieldwork and opportunities to contribute

Qualifications

• Bachelor’s degree in Business Administration, Marketing, Finance, Real Estate Management, or a related field.
• 3–5 years of experience in sales, business development, account management, lending, or real estate financing.
• Supervisory or leadership experience in handling sales personnel, partner networks, or field sales activities.
• Experience in real estate loans, mortgage financing, banking, or developer and broker relations is an advantage.
• Strong knowledge of lead generation and client acquisition.

Responsibilities

• Develop and implement sales and marketing activities for Real Estate Loan products.
• Build and maintain relationships with developers, brokers, referral partners, and other business sources.
• Identify new sales channels, market opportunities, and potential partnerships.
• Conduct field marketing, client visits, partner meetings, and area saturation activities.
• Guide assigned sales personnel in lead generation, client handling, documentation follow‑up, and account monitoring.
• Assist clients with loan products, requirements, terms, and application procedures.
• Monitor endorsed accounts from application through approval, documentation, and release.
• Coordinate with branches and concerned departments regarding account status, requirements, and processing concerns.
• Track sales pipelines, conversion rates, partner productivity, and account movement.
• Prepare and submit sales reports, market updates, and recommendations.
• Address and escalation client, partner, processing, and sales‑related concerns.
• Ensure compliance with company policies, documentation standards, data privacy, and regulatory requirements.
• Perform other related duties as assigned.

Skills

Lead generation

Client acquisition

Sales pipeline management

Relationship management

Negotiation

Presentation skills

Interpersonal skills

Education

Bachelor’s degree in Business Administration, Marketing, Finance, Real Estate Management, or related field

Tools

Microsoft Office

Job description

Job Duties And Responsibilities

• Develop and implement sales and marketing activities for Real Estate Loan products.
• Build and maintain relationships with developers, brokers, referral partners, and other business sources.
• Identify new sales channels, market opportunities, and potential partnerships.
• Conduct field marketing, client visits, partner meetings, and area saturation activities.
• Guide assigned sales personnel in lead generation, client handling, documentation follow‑up, and account monitoring.
• Assist clients with loan products, requirements, terms, and application procedures.
• Monitor endorsed accounts from application through approval, documentation, and release.
• Coordinate with branches and concerned departments regarding account status, requirements, and processing concerns.
• Track sales pipelines, conversion rates, partner productivity, and account movement.
• Prepare and submit sales reports, market updates, and recommendations.
• Address and escalation client, partner, processing, and sales‑related concerns.
• Ensure compliance with company policies, documentation standards, data privacy, and regulatory requirements.
• Perform other related duties as assigned.

Job Qualifications

• Bachelor’s degree in Business Administration, Marketing, Finance, Real Estate Management, or a related field.
• At least three (3) to five (5) years of experience in sales, business development, account management, lending, or real estate financing.
• Supervisory or leadership experience in handling sales personnel, partner networks, or field sales activities.
• Experience in real estate loans, mortgage financing, banking, or developer and broker relations is an advantage.
• Strong knowledge of lead generation, client acquisition, sales pipeline management, and relationship management.
• Strong leadership, communication, negotiation, presentation, and interpersonal skills.
• Target‑driven, organized, proactive, and capable of managing multiple accounts and priorities.
• Proficient in Microsoft Office applications.
• Willing to conduct fieldwork, client visits, partner meetings, and branch coordination.

CORE COMPETENCIES

• Real Estate Loan Sales
• Business Development
• Lead Generation and Client Acquisition
• Developer and Broker Relations
• Sales Pipeline and Account Management
• Field Sales Execution
• Team Guidance and Performance Monitoring
• Negotiation and Product Presentation
• Sales Reporting and Analysis
• Cross‑Functional Coordination
• Results and Service Orientation

Other Provisions

The employee shall maintain confidentiality, professionalism, integrity, accountability, and compliance with company policies, data privacy requirements, sales procedures, documentation standards, and applicable regulatory guidelines.