Field Loans Sales Associate - Panglao/Tagbilaran

BPI DIRECT BANKO,INC. A SAVINGS BANK; Tagbilaran; 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 high-quality loan portfolio. This role focuses on field engagement and proactive client servicing while building strong local networks.

The successful candidate will identify and solicit loan accounts, assess requirements, and determine suitable funding structures. Field work is a major component of the role, with responsibilities spanning portfolio maintenance and policy input.

Qualifications

• Graduate of a 4-year degree course, preferably in business-related disciplines.
• Sales experience is preferred; fresh graduates with strong sales acumen may apply.
• Familiarity with the branch community and local networks.
• 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 documentary requirements and salient business information.
• Assesses funding structure and utilization suitable to clients' present needs.
• Implements proactive account monitoring and servicing to maintain good loan portfolio quality.
• Provides inputs for policy improvements in lending operations.
• Performs other tasks as assigned by the supervising Business Manager.

Skills

Sales acumen

Sales experience

Knowledge of local markets

Willingness to field work

Education

Bachelor's degree in Finance/Business/Economics

Job description

BPI Direct Banko, Inc. A Savings Bank is seeking a Loans Associate to support loan origination targets and maintain a high-quality loan portfolio. This role focuses on field engagement and proactive client servicing while building strong local networks.

The successful candidate will identify and solicit loan accounts, assess requirements, and determine suitable funding structures. Field work is a major component of the role, with responsibilities spanning portfolio maintenance and policy input.