Housing Loan Sales Specialist

BPI (Bank of the Philippine Islands); Tocmo; On-site; PHP 180,000 - 260,000; Full time

Job summary

Bank of the Philippine Islands is seeking a Sales Associate to assist the Account Officer in achieving sales targets and supporting housing loan product promotions. The role involves client outreach, attending channel events, pre-screening loan applications, and coordinating with various internal units to ensure timely processing.

Fresh graduates are welcome; a 4-year business-related degree and basic banking knowledge are preferred. Willingness to be assigned in Baguio is required.

Qualifications

• Graduate of a 4-year course (business-related).
• Basic knowledge of banking and loans is a plus.
• Proficiency in MS Office applications.

Responsibilities

• Assist Account Officer in achieving goals and drive housing loan promos.
• Solicit accounts and market housing loan products at sales channels.
• Attend channel events and respond to housing loan inquiries.
• Pre-screen loan applications, check document completeness, and forward to credit.
• Encode applications in front-end system and monitor processing.
• Coordinate processing with Credit, Field Support, Loan Service & Recovery, Retail Custodian Unit.
• Regularly update partners and applicants on loan status.
• Ensure compliance with standard loan documents and timely processing.
• Tag referrers properly and monitor incentives, while addressing deficiencies.

Skills

Logical reasoning

Education

4-year business-related degree

Job description

Bank of the Philippine Islands is seeking a Sales Associate to assist the Account Officer in achieving sales targets and supporting housing loan product promotions. The role involves client outreach, attending channel events, pre-screening loan applications, and coordinating with various internal units to ensure timely processing.

Fresh graduates are welcome; a 4-year business-related degree and basic banking knowledge are preferred. Willingness to be assigned in Baguio is required.