Loan Endorsements & Client Relations Specialist

PRILAND DEVELOPMENT CORPORATION

Cebu City

On-site

PHP 335,000 - 469,000

Full time

8 days ago
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

PRILAND DEVELOPMENT CORPORATION in Cebu City is seeking a detail-oriented Account Associate to manage client information, coordinate document submissions, and keep file records up to date. The role focuses on accurate data handling and timely communication with clients.

You will endorse loan accounts to banks, monitor progress, and liaise with clients and financial institutions to resolve deficiencies. Additional duties include monitoring delinquent accounts, sending notices, and supporting

Qualifications

  • Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
  • At least 1 year of experience in account management, client support, or a related role. Fresh Graduate are welcome
  • Excellent communication and interpersonal skills.
  • Strong organizational and problem-solving abilities.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and CRM tools.
  • Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

  • Maintain accurate and updated client information.
  • Coordinate with clients for required documents and responses.
  • Monitor submission completeness and follow up on pending requirements.
  • Ensure proper filing and updating of account records.
  • Endorse accounts to accredited banks and financial institutions.
  • Monitor approval progress and provide status updates.
  • Coordinate with clients and banks regarding deficiencies or additional requirements.
  • Assist in achieving loan take-out targets.
  • PAG-IBIG Housing Loan Take-Out Process.
  • Monitor delinquent or inactive accounts.
  • Prepare and send demand letters when necessary.
  • Maintain organized records of account status and collection activities.
  • Support account resolution and account cleanup activities.
  • Endorse approved take-out accounts to the Documentation Team.
  • Ensure completeness and validity of required documentation.
  • Help minimize buyback risks and documentation issues.
  • Track documentation status and follow up on pending items.
  • Provide timely updates and assistance to buyers/clients.
  • Address client concerns professionally and promptly.
  • Maintain positive customer relationships and minimize complaints or unresolved concerns.
  • Ensure high customer satisfaction through effective communication.

Skills

Communication skills
Client support
Organizational skills
Problem solving
Teamwork
Independent worker

Education

Bachelor's degree in Business Administration/Finance/Accounting

Tools

CRM tools
Microsoft Office

Job description

PRILAND DEVELOPMENT CORPORATION in Cebu City is seeking a detail-oriented Account Associate to manage client information, coordinate document submissions, and keep file records up to date. The role focuses on accurate data handling and timely communication with clients.

You will endorse loan accounts to banks, monitor progress, and liaise with clients and financial institutions to resolve deficiencies. Additional duties include monitoring delinquent accounts, sending notices, and supporting

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Loan Services Specialist & Client Success Advocate
Loan Services Specialist & Client Success Advocate

Cepat Kredit Financing Inc • Tuguegarao

On-site
PHP 335,000 - 469,000
Loan Marketing & Recruitment Specialist
Loan Marketing & Recruitment Specialist

South Asialink Finance Corporation • Cebu City

On-site
PHP 223,000 - 312,000
LOANS SPECIALIST
LOANS SPECIALIST

PRILAND DEVELOPMENT CORPORATION • Cebu City

On-site
PHP 335,000 - 469,000
Loan Services & Client Experience Specialist
Loan Services & Client Experience Specialist

Cepat Kredit Financing Inc • Bulacan

On-site
PHP 223,000 - 391,000
Corporate Service Specialist: Loan & Account Management
Corporate Service Specialist: Loan & Account Management

Security Bank Corporation • Cebu City

On-site
PHP 420,000 - 560,000
Loan Accounts & Client Success Associate
Loan Accounts & Client Success Associate

AFC SME FINANCE INC • Dasmariñas

On-site
PHP 180,000 - 240,000
Loan Marketing & Client Support Associate
Loan Marketing & Client Support Associate

South Asialink Finance Corporation • Pagadian

On-site
PHP 180,000 - 240,000
Loan Processing & Client Services Associate
Loan Processing & Client Services Associate

Cepat Kredit Financing Inc. • La Union

On-site
Confidential
Performance Bonus
HMO Insurance
Job Training
Loan Applications Assistant — Client-Focused Support
Loan Applications Assistant — Client-Focused Support

South Asialink Finance Corporation • Pagbilao

On-site
PHP 180,000 - 240,000
Loan Marketing & Recruitment Officer
Loan Marketing & Recruitment Officer

South Asialink Finance Corporation • Mandaue

On-site
PHP 279,000 - 391,000