Loans Field Specialist: Sales, Client Engagement & Growth

East West Rural Bank, Inc.; San Fernando; On-site; PHP 240,000 - 360,000; Full time

Job summary

East West Rural Bank, Inc. is seeking a Loans Specialist-Sales (Marketing) to perform on-site field work, engage clients, and drive loan products through strategic marketing efforts. You will verify documents, assist in underwriting, and ensure smooth loan processing across the region.

The role emphasizes customer focus, accuracy, and teamwork, with responsibilities spanning follow-ups, reporting, and collections support as needed.

Qualifications

• Bachelor's degree in a business-related field.
• Background in Loans and Microfinance is an advantage.
• Resident of the area or within 30 minutes travel time to the store.
• Very good MS Office proficiency.
• Excellent judgment.
• Strong verbal and written communication skills.
• Good problem-solving skills.
• Excellent human relations skills.
• Fast learner and willing to learn.
• Customer-focused.
• Results-driven.
• Good stress tolerance.
• Attention to detail.
• Integrity and teamwork.

Responsibilities

• Do site/area visits within the area and nearby towns.
• Perform sales and marketing on bank products.
• Engage clients, conduct product orientation, and implement marketing strategies.
• Facilitate loan applications to clients.
• Verify loan documents for validity and authenticity.
• Review loan forms; underwriting; follow up as needed.
• Ensure efficient loan document preparation and processing.
• Facilitate loan approval and monitor status.
• Prepare timely loan reports.
• Monitor loans to achieve low past-due rate.
• Ensure releases are billed and deducted on the identified date.
• Assist in collection and promotion activities.

Skills

MS Office proficiency

Verbal & written communication

Judgment

Problem solving

Interpersonal skills

Fast learner

Customer focus

Results driven

Stress tolerance

Attention to detail

Integrity

Team player

Education

Bachelor’s degree in business or related field

Job description

East West Rural Bank, Inc. is seeking a Loans Specialist-Sales (Marketing) to perform on-site field work, engage clients, and drive loan products through strategic marketing efforts. You will verify documents, assist in underwriting, and ensure smooth loan processing across the region.

The role emphasizes customer focus, accuracy, and teamwork, with responsibilities spanning follow-ups, reporting, and collections support as needed.