Field Sales and Credit Officer

Hunter's Hub Inc.; Makati; On-site; PHP 223,200 - 334,800; Full time

Job summary

A financial services company in Metro Manila seeks a Field Sales and Credit Officer to achieve sales targets and maintain customer relationships. Responsibilities include conducting credit investigations, monitoring loan payments, and ensuring accurate documentation. Candidates must be high school graduates and willing to work in the field, including completing a 2-day training. This role offers an opportunity to build and maintain strong business partnerships with dealers in the area.

Qualifications

• At least a high school diploma is required.
• Must be willing to work in the field and complete training.
• Ability to maintain professional relationships with clients.

Responsibilities

• Achieve assigned sales targets for various loan products.
• Conduct customer briefings during loan processing.
• Monitor early installment payments and follow-up.

Skills

Sales target achievement

Customer relationship management

Field investigation

KYC procedures

Education

High School Graduate

Job description

Description

The Field Sales and Credit Officer is responsible for achieving sales targets, conducting credit investigations, monitoring loan payments, and ensuring accurate and timely processing of loan documents.

• Achieve assigned sales targets for Car for Cash, Sanla ORCR, and Salary/Personal Loans
• Conduct customer briefings during unit release and loan document signing
• Provide quality service and maintain professional relationships with customers and dealers
• Conduct field credit investigations and submit results within prescribed standards
• Perform customer KYC, validate IDs, verify signatures, and facilitate contract signing
• Monitor customers’ first three installment payments and follow up on delayed payments through calls, SMS, or courtesy visits
• Ensure complete and accurate submission of loan and dealer documents for booking
• Submit loan folders for safekeeping based on required standards and timelines
• Coordinate with SBF Head Office or SMU for proper document handling
• Regularly update dealers on the status of endorsed loan applications
• Build and maintain strong business relationships with assigned dealers

Requirements

• At least High School Graduate
• Willing to work in the field
• Willing to complete a 2-day virtual training and evaluation