Loan Officer

STA.ANA MULTIPURPOSE COOPERATIVE; Davao del Sur; On-site; PHP 334,800 - 446,400; Full time

Job summary

A financial institution in Davao del Sur is seeking a professional to evaluate and approve loan applications, support clients in understanding loan options, and maintain relationships with clients and financial institutions. The ideal candidate holds a Bachelor's degree in Finance or a related field and has less than 1 year of experience in lending or financial services. Strong relationship-building and communication skills are essential for customer service excellence.

Qualifications

• Less than 1 year of experience in lending or financial services.
• Detail-oriented and proactive problem solver.

Responsibilities

• Evaluate and approve loan applications.
• Support clients in understanding loan options.
• Maintain relationships with clients and financial institutions.

Skills

Relationship-building abilities

Client service orientation

Effective written communication

Effective verbal communication

Education

Bachelor’s degree in Finance, Business Administration, or related field

Job description

Overview

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Responsibilities and Duties

• Evaluate and approve loan applications.
• Support clients in understanding loan options.
• Gather and analyze financial information.
• Maintain relationships with clients and financial institutions.
• Ensure compliance with regulations and company policies.
• Provide exceptional customer service and support.
• Assess client financial needs, provide loan options, and guide clients through the application process.

Qualifications

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or related field.
• Experience Level: Less than 1 year of experience in lending or financial services.
• Skills and Competencies: Strong relationship-building abilities, excellent client service orientation, and effective written and verbal communication skills.

Working Conditions

• Responsibilities and Duties: Assess client financial needs, provide loan options, and guide clients through the application process.
• Working Conditions: Office environment with a focus on client interactions, potential for remote work.
• Qualities and Traits: Detail-oriented, proactive problem solver, and a strong team player.

Additional Information

Relationship Building Client Service Written and Verbal Communication Skills

Location and Compliance

Working Location

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