LOANS SPECIALIST

PRILAND DEVELOPMENT CORPORATION; Cebu City; On-site; PHP 335,000 - 469,000; Full time

Job summary

PRILAND DEVELOPMENT CORPORATION in Cebu City is seeking a detail-oriented Account Associate to manage client information, coordinate document submissions, and keep file records up to date. The role focuses on accurate data handling and timely communication with clients.

You will endorse loan accounts to banks, monitor progress, and liaise with clients and financial institutions to resolve deficiencies. Additional duties include monitoring delinquent accounts, sending notices, and supporting

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
• At least 1 year of experience in account management, client support, or a related role. Fresh Graduate are welcome
• Excellent communication and interpersonal skills.
• Strong organizational and problem-solving abilities.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and CRM tools.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

• Maintain accurate and updated client information.
• Coordinate with clients for required documents and responses.
• Monitor submission completeness and follow up on pending requirements.
• Ensure proper filing and updating of account records.
• Endorse accounts to accredited banks and financial institutions.
• Monitor approval progress and provide status updates.
• Coordinate with clients and banks regarding deficiencies or additional requirements.
• Assist in achieving loan take-out targets.
• PAG-IBIG Housing Loan Take-Out Process.
• Monitor delinquent or inactive accounts.
• Prepare and send demand letters when necessary.
• Maintain organized records of account status and collection activities.
• Support account resolution and account cleanup activities.
• Endorse approved take-out accounts to the Documentation Team.
• Ensure completeness and validity of required documentation.
• Help minimize buyback risks and documentation issues.
• Track documentation status and follow up on pending items.
• Provide timely updates and assistance to buyers/clients.
• Address client concerns professionally and promptly.
• Maintain positive customer relationships and minimize complaints or unresolved concerns.
• Ensure high customer satisfaction through effective communication.

Skills

Communication skills

Client support

Organizational skills

Problem solving

Teamwork

Independent worker

Education

Bachelor's degree in Business Administration/Finance/Accounting

Tools

CRM tools

Microsoft Office

Job description

JOB DESCRIPTION

KEY RESPONSIBILITIES

1. CLIENT CONTACT & DOCUMENT COLLECTION

• Maintain accurate and updated client information.

• Coordinate with clients for required documents and responses.

• Monitor submission completeness and follow up on pending requirements.

• Ensure proper filing and updating of account records.

1. LOAN ENDORSEMENTS & APPROVALS

• Endorse accounts to accredited banks and financial institutions.

• Monitor approval progress and provide status updates.

• Coordinate with clients and banks regarding deficiencies or additional requirements.

• Assist in achieving loan take-out targets.

• PAG-IBIG Housing Loan Take-Out Process

1. ACCOUNT MONITORING & CLEAN-UP

• Monitor delinquent or inactive accounts.

• Prepare and send demand letters when necessary.

• Maintain organized records of account status and collection activities.

• Support account resolution and account cleanup activities.

1. DOCUMENTATION COORDINATION

• Endorse approved take-out accounts to the Documentation Team.

• Ensure completeness and validity of required documentation.

• Help minimize buyback risks and documentation issues.

• Track documentation status and follow up on pending items.

1. CLIENT RELATIONSHIP MANAGEMENT

• Provide timely updates and assistance to buyers/clients.

• Address client concerns professionally and promptly.

• Maintain positive customer relationships and minimize complaints or unresolved concerns.

• Ensure high customer satisfaction through effective communication.

Qualifications:

• Bachelor’s degree in Business Administration, Finance, Accounting, or a related field.

• At least 1 year of experience in account management, client support, or a related role. Fresh Graduate are welcome

• Excellent communication and interpersonal skills.

• Strong organizational and problem-solving abilities.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and CRM tools.

• Ability to work independently and as part of a team in a fast-paced environment.