Field Loan Sales Specialist

East West Rural Bank, Inc.; Mandaue; On-site; PHP 335,000 - 469,000; Full time

Job summary

East West Rural Bank, Inc. is seeking a Loans Specialist-Sales (Marketing) to conduct field visits, drive sales of bank products, and engage clients with product orientations and marketing initiatives.

The role includes facilitating loan applications, verifying documents, underwriting support, and monitoring loan status to minimize delinquencies. The candidate should have a four-year degree, preferably in business, and strong MS Office skills, with good communication and problem-solving

Qualifications

• Bachelor's degree in business or related field.
• Background in loans and microfinance is an advantage.
• Resident of area or within 30 minutes travel to store location.
• Excellent MS Office proficiency.
• Strong verbal and written communication skills.
• Good judgment and problem-solving abilities.
• Team player with integrity and customer focus.

Responsibilities

• Do site/area visits (field work) within the area and nearby towns.
• Perform sales and marketing on bank products.
• Engage clients, provide product orientation, and implement marketing strategies.
• Facilitate loan applications to clients.
• Verify and check loan documents for authenticity.
• Review loan forms and underwriting; conduct KYC and follow-ups.
• Ensure efficient loan document preparation and processing.
• Facilitate loan approvals and monitor status.
• Prepare and submit accurate loan reports.
• Monitor loans to minimize past due rates.
• Ensure releases are billed on the correct date.
• Prepare justifications for deviations; assist in collection and promotions.

Education

Bachelor's degree in Business or related

Tools

MS Office

Job description

East West Rural Bank, Inc. is seeking a Loans Specialist-Sales (Marketing) to conduct field visits, drive sales of bank products, and engage clients with product orientations and marketing initiatives.

The role includes facilitating loan applications, verifying documents, underwriting support, and monitoring loan status to minimize delinquencies. The candidate should have a four-year degree, preferably in business, and strong MS Office skills, with good communication and problem-solving