Field Loans Specialist: Sales, Processing & Client Growth

East West Rural Bank, Inc.; Maasin; On-site; PHP 167,000 - 391,000; Full time

Job summary

East West Rural Bank, Inc. is seeking a Loans Specialist-Sales (Marketing) to perform field sales, client engagement, and loan processing in the Southern Leyte area.

The role emphasizes marketing bank products, facilitating loan applications, and ensuring accurate documentation and timely processing. Candidates should have a 4-year degree (preferably business-related), strong MS Office skills, and the ability to travel to local towns.

Qualifications

• Graduate of at least a 4-year course, bachelor’s degree, preferably Business-related courses.
• With background in Loans and Microfinance is an advantage.
• A resident of the area or of nearby places (within 30 min travel time to the store location).
• Very good MS Office Application Proficiency.

Responsibilities

• Do site/ area visits (Field work) within the area and nearby towns.
• Perform Sales and Marketing on bank's products.
• Do client engagement, perform product orientation, and other marketing strategies of the bank.
• Facilitate Loan Application to Clients.
• Verify and check the validity and authenticity of loan application document attachments.
• Review Loan Application Forms; Evaluate loan application, perform follow-ups, and conduct Know Your Customer (KYC) and underwriting.
• Ensure efficient loan document preparation and loan processing.
• Facilitate approval of loan application.
• Monitor loan application status.
• Make sure to do accurate, complete and timely loan report preparation and submission.
• Make sure to accurately monitor loans to achieve low to zero past due rate.
• Ensure all releases are billed and duly deducted on the identified effectiveness date.
• Prepare/ Compose justification for Deviation.
• Assist in collection and promotion activities.

Skills

Sales skills

Client engagement

Communication

Problem solving

Detail oriented

Team player

Driving

MS Office proficiency

Education

Bachelor's degree in Business

Tools

MS Office

Job description

East West Rural Bank, Inc. is seeking a Loans Specialist-Sales (Marketing) to perform field sales, client engagement, and loan processing in the Southern Leyte area.

The role emphasizes marketing bank products, facilitating loan applications, and ensuring accurate documentation and timely processing. Candidates should have a 4-year degree (preferably business-related), strong MS Office skills, and the ability to travel to local towns.