Field Loan Origination & Relationship Specialist

BPI DIRECT BANKO,INC. A SAVINGS BANK

Lagawe

On-site

PHP 223,000 - 357,000

Full time

2 days ago

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Job summary

BPI DIRECT BANKO,INC. A SAVINGS BANK is seeking a Loans Associate to drive loan origination and maintain loan portfolio quality. The role emphasizes relationship management and client servicing to ensure a healthy loan book.

The position requires a 4-year degree, willingness to conduct extensive field work, and a sales‑oriented mindset. Fresh graduates with strong sales acumen are welcome to apply within our branch network.

Qualifications

Graduate of a 4-year degree course, preferably in business-related disciplines (Finance / Management / Economics).
Previous sales experience is needed but also open to fresh graduates with good sales acumen.
Familiarity with the community of the branch (main markets, target segment, local network and connections).
Willing to do field work (95% of the time).

Responsibilities

Identifies and maintains desirable loan accounts in the assigned area.
Implements marketing strategies to achieve loan origination targets.
Gathers and validates loan requirements and information for credit evaluation.
Assesses funding structures suitable to clients’ needs.
Implements proactive account monitoring and servicing to maintain loan portfolio quality.
Provides inputs for policy improvements of lending operations.
Performs other tasks as assigned by the supervising Business Manager.