Digital Loan Advisor: Your Trusted Funding Guide

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 260,000 - 380,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Loan Advisor (Virtual Stores) to guide clients on retail loan products through digital and remote channels, turning qualified leads into loan applications with personalized advice and clear explanations of terms and benefits.

The role collaborates with internal teams to ensure smooth loan processing, maintains compliant documentation, and identifies cross-selling opportunities while delivering a customer-centric loan experience.

Qualifications

• Bachelor’s degree in business or related field.
• Minimum of 2 years of sales experience.
• Familiarity with bank products and services.
• Willing to work full-time onsite at BPI Buendia Center.

Responsibilities

• Proactively contacts clients to discuss loan opportunities within TAT.
• Reviews client information, verifies documents, and submits compliant loan applications.
• Explains loan features, benefits, terms, and conditions to clients.
• Uses sales techniques to convert leads into loan bookings and cross-sell products.
• Maintains accurate documentation and ensures regulatory compliance.
• Works with internal teams to ensure seamless loan servicing.

Skills

Sales experience

Interpersonal communication

Analytical decision-making

CRM systems

Document verification

Education

Bachelor’s degree in business

Tools

CRM systems

Document verification tools

Job description

Bank of the Philippine Islands (BPI) is seeking a Loan Advisor (Virtual Stores) to guide clients on retail loan products through digital and remote channels, turning qualified leads into loan applications with personalized advice and clear explanations of terms and benefits.

The role collaborates with internal teams to ensure smooth loan processing, maintains compliant documentation, and identifies cross-selling opportunities while delivering a customer-centric loan experience.