Field Loans Origination Specialist

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

Job summary

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

Key duties include soliciting loan accounts, implementing marketing strategies, gathering and validating loan documents, and recommending funding structures suited to client needs. Field work is required for the role (about 95% of the time).

Qualifications

• Bachelor's degree in Finance/Management/Economics or related field.
• Prior sales experience preferred but fresh graduates with strong sales sense welcome.
• Familiarity with the branch community and local networks.
• Willing to perform field work (approximately 95% of the time).

Responsibilities

• Identifies, solicits and maintains desirable loan accounts in the assigned area.
• Implements marketing strategies to achieve loan origination targets.
• Gathers, assesses and validates loan documentary requirements for credit evaluation.
• Assesses funding structure and utilization for clients' needs.
• Performs proactive account monitoring and servicing to maintain loan portfolio quality.
• Provides inputs for improvements to lending policies and guidelines.
• Performs other tasks as assigned by the supervising Business Manager.

Skills

Sales acumen

Field work

Community familiarity

Education

Bachelor's degree in Finance/Management/Economics

Job description

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

Key duties include soliciting loan accounts, implementing marketing strategies, gathering and validating loan documents, and recommending funding structures suited to client needs. Field work is required for the role (about 95% of the time).