Home Loan Account Advisor — On-site Ortigas

BDO Unibank, Inc.; Pasig; Presencial; PHP 300.000 - 540.000; Jornada completa

Descripción de la vacante

BDO Unibank, Inc. invites applications for a role focused on account management and guiding customers to suitable home loan options.

The position involves handling inquiries, recommending financing solutions, and ensuring high customer satisfaction, all on-site at the Ortigas location. The ideal candidate has a Bachelor's degree, at least 3 years in banking/real estate sales, strong communication, and knowledge of legal documentation and credit evaluation.

Formación

• Bachelor's Degree holder, preferably business.
• At least 3 years' sales experience in banking or real estate.
• Good interpersonal and communication skills.
• Sufficient product knowledge and knowledge in legal documentation.
• Experience in credit evaluation would be an advantage.
• Willing to be assigned and work on-site in Ortigas.

Responsabilidades

• Solicit accounts, manage and build assigned channel to capture market share.
• Package loans, cross-sell other CLG products, pre-screen accounts and ensure proper KYC.
• Implement marketing promos and programs that translate to loan generation success.
• Ensure quality loan portfolio through proper pre-screening.
• Address clients' requests and concerns to meet needs and ensure satisfaction.
• Perform other tasks as assigned.

Conocimientos

Interpersonal skills

Communication skills

Sales experience

Educación

Bachelor's degree

Descripción del empleo

BDO Unibank, Inc. invites applications for a role focused on account management and guiding customers to suitable home loan options.

The position involves handling inquiries, recommending financing solutions, and ensuring high customer satisfaction, all on-site at the Ortigas location. The ideal candidate has a Bachelor's degree, at least 3 years in banking/real estate sales, strong communication, and knowledge of legal documentation and credit evaluation.