Loan Field Sales & Marketing Specialist

East West Rural Bank, Inc.; Tagbilaran; On-site; PHP 279,000 - 469,000; Full time

Job summary

East West Rural Bank, Inc. is seeking a Loans Specialist-Sales (Marketing) to drive loan product sales in the Tagbilaran area. You will perform field visits, engage clients, and process loan applications end-to-end.

The role emphasizes strong communication, attention to detail, and collaboration with the marketing team to meet targets. Local residency and driving license are preferred.

Qualifications

• Bachelor's degree or four-year course completed.
• Background in Loans and Microfinance is an advantage.
• Resident of the area or within 30 minutes travel time to the store location.
• Proficient in MS Office applications.
• Excellent judgment and decision-making skills.
• Strong verbal and written communication abilities.
• Good problem-solving skills and analytical mindset.
• Strong interpersonal relations and customer focus.
• Fast learner, eager to learn and adapt.
• Results-driven with good stress tolerance.
• Detail-oriented and with integrity.
• Team player with driving skills and valid license.

Responsibilities

• Do site/ area visits (Field work) within the area and nearby towns.
• Perform Sales and Marketing on bank's products.
• Do client engagement, perform product orientation, and other marketing strategies of the bank.
• Facilitate Loan Application to Clients.
• Verify and check the validity and authenticity of loan application document attachments.
• Review Loan Application Forms; Evaluate loan application, perform follow-ups, if necessary, conduct of Know Your Customer and loans underwriting.
• Ensures efficient loan document preparation and loan processing.
• Facilitate approval of loan application.
• Monitor loan application status.
• Make sure to do accurate, complete and timely loan report preparation and submission.
• Make sure to accurately monitor loans to achieve low to zero past due rate.
• Ensure all releases are billed and duly deducted on the identified effectiveness date
• Prepare/ Compose justification for Deviation
• Assist in collection and promotion activities

Skills

Bachelor’s degree

Loans knowledge

MS Office

Judgment

Verbal and written comms

Problem solving

Interpersonal skills

Fast learner

Customer focus

Results driven

Stress tolerance

Attention to detail

Integrity

Team player

Driving with license

Education

Bachelor’s degree

Tools

MS Office

Job description

East West Rural Bank, Inc. is seeking a Loans Specialist-Sales (Marketing) to drive loan product sales in the Tagbilaran area. You will perform field visits, engage clients, and process loan applications end-to-end.

The role emphasizes strong communication, attention to detail, and collaboration with the marketing team to meet targets. Local residency and driving license are preferred.