Field Loan Consultant- With Or Without Experience- Angeles

Dempsey Resource Management; Angeles; On-site; PHP 400,000 - 600,000; Full time

Job summary

A financial services company in Pampanga seeks a proactive loan officer to engage with clients and assist in navigating loan products. The successful candidate will analyze financial information, maintain client relationships, and ensure accurate loan processing. Ideal applicants will possess strong communication skills, attention to detail, and relevant experience in finance.

Qualifications

• Valid driver's license and reliable transportation for travel.
• Ability to work independently and manage time effectively.

Responsibilities

• Meet with clients at various locations to discuss loan options.
• Assess clients' financial situations and recommend suitable loan products.
• Provide ongoing support and follow-up to clients throughout the loan process.

Skills

Strong understanding of loan products and financial regulations

Excellent communication and interpersonal skills

Ability to analyze financial information and assess creditworthiness

Detail-oriented with strong organizational skills

Customer-focused with a commitment to ethical practices

Education

High school diploma or equivalent; degree in finance or related field preferred

Tools

Loan processing software

Microsoft Office

Job description

Requirements

• Strong understanding of loan products and financial regulations.
• Excellent communication and interpersonal skills.
• Ability to analyze financial information and assess creditworthiness.
• Valid driver's license and reliable transportation for travel.
• Detail-oriented with strong organizational skills.
• Ability to work independently and manage time effectively.
• Proficiency with loan processing software and Microsoft Office.
• High school diploma or equivalent; degree in finance or related field preferred.
• Customer-focused with a commitment to ethical practices.

Responsibilities

• Meet with clients at various locations to discuss loan options.
• Assess clients' financial situations and recommend suitable loan products.
• Assist clients in completing loan applications accurately.
• Collect and verify necessary documentation for loan processing.
• Coordinate with underwriting and approval teams to expedite loan decisions.
• Provide ongoing support and follow-up to clients throughout the loan process.
• Maintain up-to-date knowledge of loan products and financial regulations.
• Build and maintain strong client relationships to encourage repeat business.
• Prepare reports and maintain records of client interactions and loan status.