Loan Portfolio Analyst & Relationship Lead

The Golden Legacy Financing Corporation; Quezon City; On-site; Full time

Job summary

A financial services organization is looking for a Loan and Agency Management Officer to manage the loan portfolio effectively. This role includes ensuring smooth loan transaction processes, fostering strong relationships with stakeholders, and providing critical analysis for portfolio performance. The ideal candidate will have a Bachelor's degree in Accounting or a related field, be proficient in Microsoft Excel, and is open to fresh graduates. This position offers a chance to contribute to the organization's financial success.

Qualifications

• Bachelor's degree in Accounting or a related field is required.
• Open to fresh graduates, providing opportunities for new professionals.
• Proficient in Microsoft Excel is necessary for the role.

Responsibilities

• Oversee the loan portfolio to ensure financial health.
• Ensure integrity in loan transaction processing.
• Foster and maintain relationships with stakeholders involved in loan processes.

Skills

Proficient in Microsoft Excel

Strong relationship management

Education

Bachelor's degree in Accounting or a related field

Tools

Accounting software

Job description

The Loan and Agency Management Officer is a key contributor to the organization's financial health, responsible for the meticulous oversight of the loan portfolio. This role encompasses ensuring the integrity of loan transaction processing, fostering and maintaining strong relationships with stakeholders involved in loan origination and collection, and providing insightful analysis to drive portfolio performance.

Qualifications:

• Bachelors degree in Accounting or a related field
• Open to fresh graduates
• Proficient in Microsoft Excel
• Experience with accounting software is an advantage