Loan Consultant Coordinator

Cepat Kredit Financing Inc.; Pasig; On-site; PHP 334,800 - 502,200; Full time

Job summary

A financial services company located in Metro Manila is seeking a Loan Consultants Coordinator to support and manage relationships with Loan Consultants. This role involves ensuring smooth daily operations and productivity aligned with sales goals. Candidates should possess a Bachelor's degree and 2-3 years of account management experience, along with strong leadership and communication skills.

Qualifications

• 2-3 years of account management experience is required.
• Proven ability to lead and supervise teams in the financial industry.
• Exceptional verbal and written communication skills are necessary.

Responsibilities

• Act as the primary point of contact for assigned Loan Consultants.
• Ensure compliance with company policies and loan guidelines.
• Identify underperforming Loan Consultants and implement action plans.

Skills

Relationship management

Communication

Process-oriented

Team leadership

Education

Bachelor's degree related to the position

Job description

The Loan Consultants Coordinator plays a key role in supporting and managing relationships with assigned Loan Consultants. This position ensures smooth daily operations, timely account submissions, and consistent consultant productivity aligned with sales goals.

Key Responsibilities

Relationship Management

• Act as the primary point of contact for assigned Loan Consultants.
• Provide hands‑on guidance in loan processing, documentation requirements, and system navigation.
• Build strong, professional relationships to support consultant satisfaction, engagement, and retention.

Operational Support & Monitoring

• Ensure all activities and submissions from Loan Consultants comply with company policies and loan guidelines.
• Maintain organized and updated performance records, reports, and activity logs.

Communication & Coordination

• Share product updates, policy changes, and marketing campaigns with Loan Consultants.
• Gather consultant feedback and relay relevant insights to management to improve processes and support.
• Assist in the coordination and execution of training sessions and engagement initiatives for LCs.

Performance Improvement

• Identify underperforming Loan Consultants and help implement action plans to improve productivity.
• Support the Senior Loan Consultants Relations Officer in coaching new or struggling consultants.
• Assist in tracking incentive programs and verifying consultant eligibility for rewards.

JOB SPECIFICATIONS

Educational Requirement: Bachelor's degree related to the position

Work Experience: 2-3 years of account management

JOB COMPETENCIES

Management/ Leadership: Proven ability to lead and supervise teams in the financial industry, providing guidance, support, and feedback to ensure high performance. Skilled in motivating team members, resolving conflicts, and fostering collaboration to achieve organizational goals.

Functional: Process‑oriented, organized, strategic decision‑making skills

Personal: Presentable and exceptional verbal and written communication skills