Key Account Representative

Surecycle Finance Corporation - Ecoland; Davao del Sur; On-site; PHP 334,800 - 558,000; Full time

Job summary

A financial services company in Davao del Sur seeks an experienced financial advisor to manage client relationships and evaluate loan applications. The ideal candidate will hold a Bachelor’s degree and possess strong analytical and interpersonal skills. Responsibilities include assessing credit risks and monitoring client accounts. This position offers a dynamic work environment with opportunities for growth.

Qualifications

• Bachelor’s degree in finance, accounting, business administration, or a related field.
• Strong ability to analyze financial data and assess creditworthiness.
• Excellent communication and negotiation skills.

Responsibilities

• Build and maintain relationships with clients, providing financial advice.
• Assess loan applications, verify documents, and conduct credit analyses.
• Monitor client accounts and ensure timely payments.

Skills

Client Relationship Management

Analytical Skills

Interpersonal Skills

Education

Bachelor’s degree in finance or related field

Job description

Responsibilities

• Client Relationship Management: Build and maintain relationships with clients by providing financial advice, addressing inquiries, and ensuring excellent customer service.
• Loan Processing and Evaluation: Assess loan applications, verify client documents, and conduct credit analyses to determine eligibility and risk.
• Portfolio Monitoring: Monitor client accounts, ensure timely payments, and follow up on overdue accounts to minimize delinquencies.

Qualifications

• Educational Background: Bachelor’s degree in finance, accounting, business administration, or a related field.
• Analytical Skills: Strong ability to analyze financial data, assess creditworthiness, and make sound decisions.
• Interpersonal Skills: Excellent communication and negotiation skills to effectively interact with clients and resolve issues.