Field Loan Origination Specialist

BPI DIRECT BANKO,INC. A SAVINGS BANK; San Carlos; On-site; PHP 201,000 - 268,000; Full time

Job summary

BPI DIRECT BANKO,INC. A SAVINGS BANK is seeking a Loans Associate responsible for achieving loan origination targets and maintaining a high-quality loan portfolio.

The role involves soliciting loan accounts, gathering and validating documentary requirements, and servicing client relationships. The position requires a 4-year degree in Finance/Management/Economics with sales aptitude and willingness to perform field work (about 95% of the time).

Qualifications

• Graduate of a 4-year degree in Finance / Management / Economics or related field.
• Previous sales experience is preferred but fresh graduates with good sales acumen are welcome.
• Familiarity with the branch community, markets, target segments, and local networks.
• Willing to do field work (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, assess and validate loan documents and information for credit evaluation.
• Assess funding structures suitable to clients' needs.
• Monitor and service accounts to maintain loan portfolio quality.
• Provide inputs for policy/guideline improvements in lending operations.
• Perform other tasks as assigned by the supervising Business Manager.

Skills

Sales experience

Field work

Community knowledge

Education

Bachelor's degree in Finance/Management/Economics

Job description

BPI DIRECT BANKO,INC. A SAVINGS BANK is seeking a Loans Associate responsible for achieving loan origination targets and maintaining a high-quality loan portfolio.

The role involves soliciting loan accounts, gathering and validating documentary requirements, and servicing client relationships. The position requires a 4-year degree in Finance/Management/Economics with sales aptitude and willingness to perform field work (about 95% of the time).