Loan Operations & Sales Support Specialist

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 300,000 - 420,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Sales Support Officer in Manila. The role focuses on ensuring complete loan documentation, coordinating with customers and internal teams, and moving CLAs smoothly through the credit process.

Responsibilities include consolidating sales reports, forecasting monthly bookings, and supervising Marketing Assistants to ensure timely action on CLAs and loan documents for each customer.

Qualifications

• Bachelor's degree in Business Studies/Marketing/Management.
• Preferably with at least three years of experience in banking operations.
• With extensive credit skills and bank product knowledge.
• Has excellent communication, leadership and interpersonal skills.

Responsibilities

• Consolidates sales reports.
• Coordinates directly with customers for the completion of requirements.
• Reviews loan requirements and ensure its completeness.
• Ensures CLAs move in the application/credit process without delay.
• Coordinates with Fulfilment for the documentation and implementation of approval.
• Forecasts monthly booking and strategizes prioritization of accounts to meet booking targets.
• Supervises the activities and task delivery of the Marketing Assistant to ensure CLAs are acted upon.
• Ensures loan documents are complete and properly executed by the customer.

Skills

Customer relations

Leadership

Interpersonal skills

Communication skills

Education

Bachelor's degree in Business Studies/ Marketing/ Management

Job description

Bank of the Philippine Islands (BPI) is seeking a Sales Support Officer in Manila. The role focuses on ensuring complete loan documentation, coordinating with customers and internal teams, and moving CLAs smoothly through the credit process.

Responsibilities include consolidating sales reports, forecasting monthly bookings, and supervising Marketing Assistants to ensure timely action on CLAs and loan documents for each customer.