Loan Solutions Specialist — Sales & Relationships

weSource Management Consultancy Firm; Metro Manila; On-site; PHP 457,002 - 547,398; Full time

Job summary

A financial services company in Metro Manila seeks an Account Officer to drive loan sales and manage customer relationships. The role involves promoting loan products, providing tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate will have a Bachelor's degree, previous experience in loan sales, and strong communication skills. This is an opportunity to contribute significantly to customer satisfaction and sales growth in a dynamic environment.

Qualifications

• Previous experience in loan sales, banking, or related financial services role.
• Strong knowledge of loan products, credit analysis, and financial regulations.
• Proven sales track record and ability to meet or exceed sales targets.

Responsibilities

• Promote and sell various loan products including SME Loans and personal loans.
• Provide high-quality customer service by understanding customer needs.
• Assist in completing loan applications, ensuring all documentation is accurate.
• Ensure compliance with regulatory requirements and internal policies.
• Build and maintain strong relationships with customers.

Skills

Excellent communication

Interpersonal skills

Negotiation skills

Analytical abilities

Problem-solving abilities

Customer-focused

Computer literacy

Education

Bachelor's degree in business administration, finance, or related field

Job description

A financial services company in Metro Manila seeks an Account Officer to drive loan sales and manage customer relationships. The role involves promoting loan products, providing tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate will have a Bachelor's degree, previous experience in loan sales, and strong communication skills. This is an opportunity to contribute significantly to customer satisfaction and sales growth in a dynamic environment.