Field Relationship & Loan Adoption Specialist

The Golden Legacy Financing Corporation; Quezon City; On-site; PHP 300,000 - 520,000; Full time

Job summary

The Golden Legacy Financing Corporation is seeking a Customer Success & Relationship Officer to champion our salary loan program across partner companies. You will engage employees, facilitate orientations, and ensure a seamless loan experience from awareness to application and ongoing usage.

Join a mission-driven team focused on expanding access to financial services, building strong relationships with HR and payroll partners, and delivering high-impact on-ground activations and events that

Qualifications

• A strong communicator who enjoys interacting with employees and HR teams.
• Confident in facilitating orientations and training sessions.
• Skilled in relationship-building and issue resolution.
• Energetic, proactive, and consistent in on-site and digital engagement.
• Organized with strong data tracking and reporting ability.
• Creative in deploying marketing and engagement initiatives.
• Experience in field engagement, HR coordination, training facilitation, financial services, or customer success is a strong advantage.

Responsibilities

• Drive loan penetration and awareness across partner companies through on-site visits, orientations, and digital activations.
• Build strong operational relationships with HR, payroll teams, and employee supervisors.
• Lead high-impact employee events, orientations, and info sessions to boost visibility and loan adoption.
• Coordinate payroll processing requirements and resolve operational issues to keep the loan journey frictionless.
• Recruit, train, and manage Loan Ambassadors to expand reach and engagement.
• Gather insights from employees and HR partners to improve the loan experience and increase retention.

Skills

Strong communicator

Orientation facilitation

Relationship-building

On-site engagement

Data tracking

Marketing initiatives

Field engagement

HR coordination

Training facilitation

Customer success

Job description

The Golden Legacy Financing Corporation is seeking a Customer Success & Relationship Officer to champion our salary loan program across partner companies. You will engage employees, facilitate orientations, and ensure a seamless loan experience from awareness to application and ongoing usage.

Join a mission-driven team focused on expanding access to financial services, building strong relationships with HR and payroll partners, and delivering high-impact on-ground activations and events that