Field Loan Origination & Relationship Manager

BPI DIRECT BANKO,INC. A SAVINGS BANK; Iloilo City; On-site; PHP 200,000 - 420,000; Full time

Job summary

BPI DIRECT BANKO, INC. A SAVINGS BANK in Iloilo City is seeking a Loans Associate to drive loan origination and maintain a quality portfolio. You will solicit and manage loan accounts in the assigned area while executing targeted marketing strategies and evaluating client documentation for credit decisions.

You will predominantly perform field work (about 95%), build local networks, and coordinate with the Financial Inclusion and Microfinance Solutions Group to support lending operations.

Qualifications

• Bachelor's degree in finance, management, economics, or related field.
• Sales experience preferred; fresh graduates with sales acumen welcome.
• Strong familiarity with the branch community and local networks.
• Willing to do field work up to 95% of the time.

Responsibilities

• Identify, solicit and maintain desirable loan accounts in the assigned area.
• Implement marketing strategies to achieve loan origination targets.
• Gather and validate loan documents and financial information for credit evaluation.
• Assess funding structures suitable to clients' needs.
• Proactively monitor and service accounts to maintain loan portfolio quality.
• Provide inputs to improve lending policies and guidelines.
• Perform other tasks as assigned by the supervising Business Manager.

Skills

Sales experience

Community/network familiarity

Field work

Finance degree / Economics background

Education

4-year degree in Finance/Management/Economics

Job description

BPI DIRECT BANKO, INC. A SAVINGS BANK in Iloilo City is seeking a Loans Associate to drive loan origination and maintain a quality portfolio. You will solicit and manage loan accounts in the assigned area while executing targeted marketing strategies and evaluating client documentation for credit decisions.

You will predominantly perform field work (about 95%), build local networks, and coordinate with the Financial Inclusion and Microfinance Solutions Group to support lending operations.