Field Loans Origination & Relationship Specialist

BPI DIRECT BANKO,INC. A SAVINGS BANK; Bogo; On-site; PHP 180,000 - 240,000; Full time

Job summary

BPI DIRECT BANKO,INC. A SAVINGS BANK is seeking a Loans Associate in the Philippines. You will focus on achieving loan origination targets and maintaining high-quality loan portfolios while managing client relationships and servicing needs.

The role requires field work (about 95% of the time) and relies on a four-year degree in Finance/Management/Economics, plus sales aptitude and strong local market knowledge to drive business growth and client satisfaction.

Qualifications

• Graduate of a 4-year degree course, preferably in business-related disciplines (Finance / Management/ Economics, etc.)
• Previous sales experience is preferred or 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, solicits and maintains desirable loan accounts in the assigned area.
• Implements marketing strategies geared towards achieving loan origination targets.
• Gathers, assesses and validates loan requirements and salient business information for credit evaluation.
• Assesses funding structures suitable to clients’ needs.
• Monitors and services loan accounts to maintain portfolio quality.
• Contributes to policy/guideline improvements for lending operations.
• Performs other tasks as assigned by the supervising Business Manager of the Financial Inclusion and Microfinance Solutions Group.

Skills

Sales experience

Field work

Local market knowledge

Communication skills

Education

Bachelor's degree in Finance/Management/Economics

Job description

BPI DIRECT BANKO,INC. A SAVINGS BANK is seeking a Loans Associate in the Philippines. You will focus on achieving loan origination targets and maintaining high-quality loan portfolios while managing client relationships and servicing needs.

The role requires field work (about 95% of the time) and relies on a four-year degree in Finance/Management/Economics, plus sales aptitude and strong local market knowledge to drive business growth and client satisfaction.