Field Loan Origination & Portfolio Growth Specialist

BPI DIRECT BANKO,INC. A SAVINGS BANK; Guihulngan; On-site; PHP 257,000 - 368,000; Full time

Job summary

BPI Direct Banko, Inc. A Savings Bank seeks a Loans Associate to support loan origination targets and maintain a high-quality loan portfolio in Negros Oriental.

The role emphasizes relationship management and client servicing to ensure ongoing loan performance. Key duties include identifying and soliciting loan accounts in the branch area, gathering and validating loan documents, and recommending optimal funding structures.

Qualifications

• Graduate of a 4-year degree, preferably in Finance / Management / Economics.
• Sales experience preferred, open to fresh graduates with strong sales acumen.
• Familiarity with the local branch community and networks.
• Willing to perform field work most of the time.

Responsibilities

• Identify, solicit and maintain desirable loan accounts in the assigned area.
• Implement marketing strategies to achieve loan origination targets.
• Gather, assess and validate loan documentary requirements for credit evaluation and decision.
• Assess funding structures suitable to clients’ needs.
• Implement proactive account monitoring and servicing to maintain loan portfolio quality.
• Provide inputs for policy/guideline improvements in lending operations.
• Perform other tasks as may be assigned by the supervising Business Manager.

Skills

Sales experience

Field work

Community familiarity

Education

Bachelor's degree

Job description

BPI Direct Banko, Inc. A Savings Bank seeks a Loans Associate to support loan origination targets and maintain a high-quality loan portfolio in Negros Oriental.

The role emphasizes relationship management and client servicing to ensure ongoing loan performance. Key duties include identifying and soliciting loan accounts in the branch area, gathering and validating loan documents, and recommending optimal funding structures.