Loan Documentation & Sales Support Lead

Bank of the Philippine Islands (BPI); Cebu City; On-site; PHP 335,000 - 502,000; Full time

Job summary

The Bank of the Philippine Islands (BPI) is seeking a Sales Support Officer in Cebu City to ensure complete and compliant loan documents and CLAs, coordinating with Business Sales Officers and customers to drive timely processing and bookings.

The role emphasizes accurate documentation, proactive issue resolution, and collaboration across Fulfillment and support units to deliver excellent service and achieve sales targets in a busy banking environment.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Management, Finance, Banking or related field.
• Experience in banking operations, loan documentation, credit processing or sales support.
• Knowledge of banking products and services.
• Strong understanding of banking operations and credit processes.
• Good communication, business writing and interpersonal skills.
• Strong analytical, organizational and problem-solving abilities.
• Extensive credit knowledge and documentation management experience.
• Proven leadership and people management skills.
• Highly driven, results-oriented and self-motivated.
• Able to work with minimal supervision and manage multiple priorities.
• Experience in selling and servicing banking products is an advantage.

Responsibilities

• Ensure completeness, accuracy, and compliance of loan documents and requirements.
• Manage deficiencies, approvals, and compliance of loan documentation.
• Coordinate directly with customers for completion of loan requirements.
• Monitor and facilitate the timely movement of CLAs through the application and credit approval process.
• Coordinate with Fulfillment and other support units for documentation and implementation of approved facilities.
• Consolidate and prepare sales and portfolio reports.
• Forecast monthly bookings and develop strategies to achieve sales and booking targets.
• Prioritize accounts and opportunities to support business objectives.
• Supervise and monitor the activities and performance of Marketing Assistants.
• Collaborate with Business Sales Officers and stakeholders to ensure efficient service delivery and customer satisfaction.

Skills

Communication

Business writing

Interpersonal skills

Analytical skills

Organizational skills

Problem-solving

Leadership

Education

Bachelor's degree in business administration

Job description

The Bank of the Philippine Islands (BPI) is seeking a Sales Support Officer in Cebu City to ensure complete and compliant loan documents and CLAs, coordinating with Business Sales Officers and customers to drive timely processing and bookings.

The role emphasizes accurate documentation, proactive issue resolution, and collaboration across Fulfillment and support units to deliver excellent service and achieve sales targets in a busy banking environment.