Loan Consultant Relation Officer

Cepat Kredit Financing Inc.; Pasig; On-site; PHP 300,000 - 600,000; Full time

Job summary

A financial services company in Metro Manila seeks an LC Relations Officer to manage Trade Relations Associates, ensure compliance with loan standards, and foster strong professional relationships. This role involves operational support, monitoring, and providing guidance to Loan Consultants to meet performance targets.

Qualifications

• Manages and supervises Trade Relations Associates to achieve targets and directives.
• Serve as the main contact point for assigned Trade Relations Associates.
• Provide guidance and assistance in loan processing, documentation, and system usage.
• Build and maintain strong professional relationships to ensure LC satisfaction and retention.
• Ensure all LC activities comply with company policies and loan standards.
• Maintain updated records and reports for performance tracking.
• Disseminate product updates, policy changes, and promotional campaigns to LCs.
• Collect feedback and relay insights to management for service improvement.
• Support logistics and execution during LC training and engagement events.
• Identify non-performing LCs and assist in implementing corrective measures.
• Support the Senior LCRO in mentoring new or struggling LCs.
• Assist in monitoring LC incentive programs and reward eligibility.

Responsibilities

• Manage Trade Relations Associates to achieve targets.
• Serve as the main contact for Trade Relations Associates.
• Provide guidance in loan processing and documentation.
• Build and maintain professional relationships.
• Ensure compliance with company policies and loan standards.
• Maintain updated records for performance tracking.
• Communicate product updates and policy changes.
• Collect feedback for service improvement.
• Support logistics during training and engagement events.
• Identify non-performing LCs for corrective measures.
• Support mentoring of new or struggling LCs.
• Monitor LC incentive programs and rewards.

Job description

Reports to the Senior LC Relations Officer. The LC Relations Officer provides direct support and relationship management to assigned Loan Consultants. The role focuses on daily coordination, monitoring of account submissions, and ensuring LC productivity and engagement in line with sales targets.

Key Responsibilities

1. Manages and supervises Trade Relations Associates to achieve targets and directives through the following activities:
2. Serve as the main contact point for assigned Trade Relations Associates.
3. Provide guidance and assistance in loan processing, documentation, and system usage.
4. Build and maintain strong professional relationships to ensure LC satisfaction and retention.
5. Operational Support and Monitoring
6. Ensure all LC activities comply with company policies and loan standards.
7. Maintain updated records and reports for performance tracking.
8. Communication and Coordination
9. Disseminate product updates, policy changes, and promotional campaigns to LCs.
10. Collect feedback and relay insights to management for service improvement.
11. Support logistics and execution during LC training and engagement events.
12. Performance Improvement Support
13. Identify non-performing LCs and assist in implementing corrective measures.
14. Support the Senior LCRO in mentoring new or struggling LCs.
15. Assist in monitoring LC incentive programs and reward eligibility.