Loan Origination & Relationship Specialist (Field Work)

BPI DIRECT BANKO,INC. A SAVINGS BANK; Cebu City; On-site; PHP 180,000 - 240,000; Full time

Job summary

The Loan Associate at BPI Direct Banko, Inc. A Savings Bank is tasked with achieving loan origination targets and maintaining portfolio quality through proactive relationship management and field activity.

The role emphasizes soliciting new loan accounts, gathering documentation, and assessing funding structures to meet client needs while adhering to policy guidelines. Candidates should have a 4-year degree, sales aptitude, and strong ties to the local community, with readiness for extensive

Qualifications

• 4-year degree in business-related field.
• Past sales experience or strong sales potential.
• Familiar with local branch community and networks.
• Willing to do field work (95% of the time).

Responsibilities

• Identify and maintain desirable loan accounts in the assigned area.
• Implement marketing strategies to reach origination targets.
• Gather and validate loan documents for credit evaluation.
• Assist in policy improvement and account servicing tasks.

Skills

Sales acumen

Field work

Community familiarity

Customer relationship

Education

Bachelor's degree in Finance / Management / Economics

Job description

The Loan Associate at BPI Direct Banko, Inc. A Savings Bank is tasked with achieving loan origination targets and maintaining portfolio quality through proactive relationship management and field activity.

The role emphasizes soliciting new loan accounts, gathering documentation, and assessing funding structures to meet client needs while adhering to policy guidelines. Candidates should have a 4-year degree, sales aptitude, and strong ties to the local community, with readiness for extensive